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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 3 of 6

  1. 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…

  2. 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…

  3. 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…

  4. Moderna’s $44B booster

    · 5:49

    Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40) Episode…

  5. IBM hits key quantum computing milestone

    · 3:26

    IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51) Show Notes Amazon drones coming to 500 more cities Episode…

  6. Canada buys 72 hours

    · 4:42

    Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06) Episode transcripts seekingalpha.com/wsb. Show links: Biggest…

  7. Meta faces high-stakes federal trial over child safety

    · 5:47

    Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI…

  8. Bond vigilantes stir as yields climb

    · 3:46

    The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49) Show Notes Nike hits 12-year low, is a buy signal flashing?…

  9. McDonald's gets a Red Bull boost

    · 3:40

    McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29) Show Notes Rebel Brands ice cream goes bankrupt Ferrari…

  10. Rocket Lab gains altitude

    · 4:43

    Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52) Episode transcripts seekingalpha.com/wsb. Show links:…

  11. Retail earnings put consumers in the spotlight

    · 3:30

    Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56) Show Notes Jane Street loses $15B in AI fund…

  12. Upvoted into the S&P

    · 4:18

    Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50) Episode transcripts…

  13. Trump vaccine order faces major hurdle

    · 3:35

    Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29) Show Notes If you stream it, they will view This…

  14. Google pushes harder on Gemini

    · 4:02

    Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units.…

  15. Inflation cools but stays stubborn

    · 3:51

    July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13) Show Notes Machines will go ‘full tilt’ on gold at…

  16. NYC delivery model detour

    · 5:38

    A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36) Episode transcripts…

  17. The AI watermark you can't erase

    · 3:33

    Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54) Show Notes The K-shaped economy plot twist Episode…

  18. Riot’s $9.1B AI mystery

    · 4:22

    Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: PLUG, RKLB,…

  19. GameStop rethinks eBay takeover

    · 3:21

    GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39) Show Notes…

  20. Burry turns on Berkshire

    · 5:18

    Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29) Episode transcripts…

  21. Trade Desk slammed after earnings miss

    · 3:33

    Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33) Show Notes Was the SpaceX…

  22. Show-Me state says no

    · 4:34

    Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09) Episode transcripts…

  23. Jamie Dimon warns on hidden leverage

    · 3:46

    JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35) Show Notes Meta joins the…

  24. Parks, Pixar power Disney

    · 4:15

    A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) momentum. (00:10) Uber's (UBER) growth engine is humming, but its outlook hit a speed bump. (01:52) The latest twist in the AstraZeneca…

  25. SpaceX spending spree rattles investors

    · 3:55

    Shares fall as SpaceX ramps up AI and Starship spending. (0:17) AMD delivers another strong quarter but investors want faster growth. (1:28) Michael Burry warns markets could be nearing a major peak. (2:00) Show Notes…

  26. Ban talk lifts networking names

    · 5:28

    Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30) Episode transcripts…

  27. Palantir lifts outlook after AI surge

    · 3:41

    Palantir raises its full-year guidance. (0:16) Google exec: Spending laying foundation for AI’s breakthrough. (1:19) Trump says Exxon, Chevron are making too much money. (2:09) Show Notes Missouri to vote on no income…

  28. Peloton's costly detour

    · 4:17

    A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal. (02:20) Wall Street is split on Circle (CRCL). (02:43) Episode transcripts seekingalpha.com/wsb. Show links: Wall Street climbs ahead of…

  29. Alibaba unveils flagship AI model

    · 3:44

    Alibaba launches Qwen3.8-Max to challenge global rivals. (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger. (1:56) Show…

  30. SpaceX earnings take center stage

    · 3:17

    SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign…

  31. Reddit beat fails to trend

    · 5:19

    Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26) Episode transcripts seekingalpha.com/wsb. Show…

  32. High-flying AI fund forced to dump stocks

    · 4:37

    Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29) Show Notes What’s the central bank…

  33. Jersey Mike’s prices at $23

    · 5:29

    From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46) Episode transcripts…

  34. Fed holds rates and markets ain't happy

    · 3:25

    Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20) Show Notes Stocks tumble on inflation worries Episode transcripts seekingalpha.com/wsb. Sign…

  35. Meta, Microsoft earnings test

    · 4:58

    Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31) Episode transcripts seekingalpha.com/wsb. Show links: Biggest…

  36. Amazon revamps AI strategy

    · 3:33

    Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56) Show Notes Should SpaceX pay $480/share for Tesla? Episode transcripts…

  37. Chips drag Korea lower

    · 4:59

    Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00) Episode transcripts seekingalpha.com/wsb. Show links:…

  38. OpenAI agent went rogue for days

    · 4:03

    The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13) Show Notes Warner accuses Amazon of…

  39. A fine mess for Waymo

    · 4:37

    Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03) Episode transcripts…

  40. Intel flexes on Q2 beat

    · 4:34

    Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers…

  41. ServiceNow's answer to rogue AI

    · 4:49

    ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12) Episode transcripts…

  42. Super Micro heats up

    · 5:27

    Super Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers…

  43. Nebius gets NVDA lift

    · 4:35

    Nvidia's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58) Episode transcripts seekingalpha.com/wsb. Show links:…

  44. FDA's lettuce u-turn

    · 4:18

    The FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its…

  45. Tesla reports as earnings season revs up

    · 3:42

    Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign…

  46. Starship stall weighs on SpaceX

    · 4:50

    SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14) Episode transcripts seekingalpha.com/wsb. Show links:…

  47. TSMC chips in $100B more

    · 4:51

    TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13) Episode transcripts…

  48. Dan Ives launches merchant bank

    · 4:06

    Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37) Show Notes Money managers say this is the most crowded trade Episode transcripts…

  49. Stripe checks out PayPal

    · 4:41

    Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32) Episode transcripts seekingalpha.com/wsb. Show links:…

  50. Big banks fall despite upbeat earnings

    · 4:52

    Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in…

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