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Wall Street Breakfast

Seeking Alpha

300 episodes

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Episodes page 2 of 6

  1. Oracle raises alarm over AI datacenter

    · 3:39

    Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42) Show Notes AI spending seen topping 3% of annual GDP Episode transcripts…

  2. Judge gives press a pass

    · 4:56

    Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed…

  3. Morgan Stanley email exposes deal secrets

    · 3:08

    Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41) Show Notes The U.S. golden credit card problem Episode transcripts…

  4. US diesel dilemma

    · 6:07

    A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) Episode…

  5. Shopify gives Meta's AI agent a home

    · 3:19

    Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58) Show Notes The sheer size of AI IPO dominance Episode…

  6. Tech rally takes a breath

    · 4:06

    Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) Episode…

  7. Yankee stake sale could value team at $12B

    · 3:20

    Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47) Show Notes Bond market volatility a driver again Episode transcripts…

  8. Musk's Texas tunnel vision

    · 4:42

    Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04)…

  9. Trump-Xi meet to talk rare earths, AI

    · 4:12

    Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03) Show Notes Trump polls to rebrand AI…

  10. Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)

    · 21 min

    It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10)…

  11. Intapp makes its AI case

    · 4:19

    Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the…

  12. Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger)

    · 13 min

    Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05) Follow Steve on…

  13. Amazon supercharges Generac

    · 5:11

    Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) Episode transcripts seekingalpha.com/wsb. Show…

  14. Fed hikes rates for the first time in three years

    · 3:01

    The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51) Show Notes ‘Dose of…

  15. SK Hynix reportedly eyes U.S. memory play

    · 4:54

    SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00) Episode transcripts…

  16. Trump says AI takeover is a hoax

    · 3:38

    A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57) Show Notes A history of good and bad tech predictions Episode…

  17. Alarm bells on Wall Street

    · 5:28

    One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more…

  18. Tesla Roadster could finally take flight

    · 3:17

    Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06) Show Notes Goldman update long duration basket…

  19. Oil's new chokepoint

    · 5:21

    Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09) Episode transcripts…

  20. Fed faces a rate hike reckoning

    · 4:10

    The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17) Show Notes Earnings Calendar Dividend Roundup Episode…

  21. Oracle's growth spell

    · 4:50

    Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers…

  22. Treasury yields hit Financial Crisis highs

    · 4:35

    PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58) Show Notes This retro name is the fastest growing soft…

  23. Trump's ballot box bonus plan

    · 4:58

    A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock…

  24. Anthropic researcher warns AI could kill us all

    · 5:08

    Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20) Show Notes NASA wants ideas for moon living…

  25. Chime finds its Stride

    · 5:42

    Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) Episode transcripts…

  26. Nvidia CEO says AGI has arrived

    · 4:07

    Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19) Show Notes Memory stocks breaking out,…

  27. Canada's tariffs go live

    · 5:30

    Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care.…

  28. Inflation puts Fed rate hike on the line

    · 4:12

    August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23) Show Notes Does Trump want the…

  29. A tough stretch for lululemon

    · 6:07

    Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49)…

  30. Ford bets big on $30K electric truck

    · 3:49

    Ford targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59) Show Notes The case for buying stocks when the Fed hikes Walmart…

  31. Broadcom beat meets high hopes

    · 5:07

    An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia. (02:32) Episode transcripts…

  32. Uber cuts jobs to go simpler and faster

    · 3:29

    Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27) Show Notes SiriusXM gets a vote of confidence…

  33. A Dell of a quarter

    · 4:53

    An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09) Episode transcripts…

  34. The bond yield America can't afford

    · 3:26

    Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01) Show Notes William Blair’s latest stock Conviction List Episode…

  35. Liability sparks downgrades

    · 6:45

    One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking.…

  36. Central banks get AI jitters

    · 3:48

    BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12) Show Notes Retail investor ready for a…

  37. Futures lower as oil rises

    · 4:49

    Oil jumps, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17…

  38. Jobs report puts Fed hike in focus

    · 3:54

    August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56) Show Notes Cybercab unveil this…

  39. Marvell beats, street shrugs

    · 5:03

    Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42) Episode…

  40. New chip tariffs could hit AI race

    · 3:43

    White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16) Show Notes “Grand Theft Auto 6” preview debuts on Netflix…

  41. Nvidia’s biggest hug yet

    · 6:10

    Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43) Episode transcripts…

  42. Meta settles kids addiction case for $12.7B

    · 3:57

    Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58) Show Notes The big cost of seeing every NFL game Episode transcripts…

  43. Bullseye misses the mark

    · 5:38

    Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless payments. (02:22) Episode transcripts seekingalpha.com/wsb. Show…

  44. OpenAI chip takes on Nvidia

    · 4:24

    OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27). Show Notes United Airlines…

  45. Coffee rally hits PSL season

    · 5:21

    Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:19) Episode…

  46. Bessent brings out the bond bazooka

    · 3:58

    Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49) Show Notes The stocks hedge funds and mutual funds…

  47. AI plans weigh on BABA

    · 4:54

    What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53) Episode transcripts…

  48. Nvidia and Jackson Hole take center stage

    · 3:48

    Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33) Show Notes Earnings Calendar…

  49. Ross finds value in value

    · 5:12

    Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10) Episode transcripts seekingalpha.com/wsb. Show…

  50. Walmart flashes consumer warning

    · 3:34

    Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00) Show Notes Universities face a SpaceX windfall conundrum…

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