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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 4 of 6

  1. Saronic hits the front line

    · 4:22

    A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers…

  2. Trump says U.S. will run Hormuz for 20% fee

    · 3:47

    Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00) Show Notes SpaceX 'built to separate retail investors from their money' Episode…

  3. Apple alleges AI heist

    · 5:02

    Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32) Wall Street is craving CAKE. (02:31) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: chip stocks…

  4. Earnings, inflation take center stage

    · 4:25

    Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01) Show Notes U.S. strikes Iran; Iran strikes Gulf countries Earnings Calendar…

  5. Wall Street Roundup: carving up the AI trade

    · 10 min

    Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00) Show Notes: We're In (The Early Stages Of) A Bubble Steven Cress' Top 10…

  6. SK Hynix lands record U.S. debut

    · 3:34

    Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58) Show Notes Golden cross for Financials Polymarket wants margin trading…

  7. Levi's frayed forecast

    · 4:27

    Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers…

  8. Oil futures surge on strikes

    · 5:53

    U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14) Episode transcripts seekingalpha.com/wsb.…

  9. We are in a bubble

    · 5:54

    Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages…

  10. Walmart turns up discounts

    · 4:35

    Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock…

  11. Wall Street’s bulls, few bears

    · 5:03

    Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday:…

  12. Big catalyst week for SpaceX

    · 4:24

    SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23) Show Notes Tesla limits employee AI use Episode transcripts…

  13. June job growth falters

    · 3:37

    Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02) Show Notes Dan Ives exits Wedbush Episode transcripts seekingalpha.com/wsb. Sign up for our daily…

  14. EU locks in Google fine

    · 4:43

    Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31) Episode transcripts…

  15. Meta eyes AI cloud business

    · 3:38

    Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54) Show Notes William Blair Conviction List AOL public again (sorta) Episode transcripts…

  16. Peak power problems

    · 4:58

    Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: NKE, BE,…

  17. Buffett delays Gates Foundation gift

    · 3:47

    Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26) Show Notes The AI pendulum has swung too far Episode…

  18. iPhone 18 secrets surface

    · 4:52

    Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08) Episode transcripts seekingalpha.com/wsb.…

  19. Comcast to split with NBC spinoff

    · 3:17

    NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33) Show Notes The biggest contributors to S&P earnings growth Episode transcripts…

  20. South Korea chips in big

    · 5:03

    South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58) Episode transcripts…

  21. Jobs report headlines holiday week

    · 3:24

    June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58) Show Notes Earnings Calendar Dividend…

  22. Wall Street Roundup: What isn't priced in?

    · 8:20

    Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and…

  23. Will tech stocks rebound?

    · 5:44

    Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full…

  24. Nordstrom, FAO Schwarz team up on toys

    · 3:29

    Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest U.S. retailer. (2:39) Show Notes Apple boosts price due to memory…

  25. Memory lane runs higher

    · 4:39

    Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock…

  26. Wendy's, Jack in the Box get meme stock love

    · 3:29

    Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing. (2:11) Show Notes World Cup boost not showing up in data…

  27. Alphabet joins the Dow

    · 3:20

    Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51) Show Notes Micron options point to big post-earnings move Biotechs at…

  28. Chip stocks face AI selloff

    · 3:40

    Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10) Show Notes Winners and losers in the yield curve…

  29. AI trade hits a speed bump

    · 3:45

    Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26) Show Notes SoftBank's Masayoshi Son rejects space-based data centers Google…

  30. U.S. authorizes Iranian oil sales

    · 6:38

    Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13) Episode transcripts: seekingalpha.com/wsb Sign up for our daily…

  31. Negotiations in doubt

    · 7:56

    Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to…

  32. Toy Story 5 targets blockbuster debut

    · 3:20

    Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31) Show Notes Dollar hits highest level since May ‘25…

  33. Futures find peace

    · 4:09

    Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth. (02:18) Episode transcripts seekingalpha.com/wsb. Show links:…

  34. Stocks sink after meeting Warsh the hawk

    · 3:28

    Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10) Show Notes Fed Task Force Five Statement slashed Connect the dots? Not on Warsh’s…

  35. Netflix dims lion hopes

    · 4:58

    Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: LZB, SPCX, and more…

  36. Yum! boxes up Pizza Hut to go

    · 3:29

    Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50) Show Notes GDP in gold terms at century low Episode transcripts seekingalpha.com/wsb. Sign up for our daily…

  37. Qualcomm builds an AI wardrobe

    · 4:46

    Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: SPCX, QCOM,…

  38. Fox buys Roku in $22B deal

    · 3:32

    Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX. (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49) Show Notes Burgers, not bonds: what Americans really search for in business news…

  39. U.S.-Iran peace deal agreed

    · 3:27

    Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01) Show Notes Anthropic scrambles to work with White House Does a Knicks championship mean a market top?…

  40. Fed week's hawkish test

    · 4:01

    Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57) Show Notes World Cup of Stocks: which team is Nvidia? Earnings Calendar Dividend Roundup Episode…

  41. Wall Street Roundup: Trillion dollar baby

    · 11 min

    SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to…

  42. SpaceX enters public orbit

    · 6:35

    SpaceX (SPCX), a record rocket ride? (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Friday: Space stocks, ADBE,…

  43. No reward for Oracle's beat

    · 4:32

    Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand…

  44. CPI eases rate fears

    · 2:49

    May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51) Show Notes Chewy…

  45. Iran strikes hit futures

    · 4:47

    Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as…

  46. AI job fears ease

    · 3:58

    Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17) Show Notes Retail…

  47. Siri’s next act

    · 4:30

    Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore. (00:14) Sirius XM (SIRI) to join S&P MidCap 400; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58)…

  48. Intel and chips lead Nasdaq rebound

    · 3:20

    Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi.…

  49. Pfizer chases monthly edge

    · 4:21

    Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500…

  50. SpaceX IPO tests $1.8T valuation

    · 3:55

    SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13) Show Notes Siri…

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