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Wall Street Breakfast

by Seeking Alpha

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

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Episodes

  1. Tesla flat on revenue but big on promises

    Tesla shares slip as analysts clash over its future. (0:14) IBM warns companies are questioning returns on AI spend. (1:17) Anthropic unveils agent Claude Duet. (2:24) Show Notes American Airlines fuel costs soar Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and...

  2. PHP flaws set off cyber alarm

    AI uncovered a years-old threat lurking in the web’s code. (00:14) Meta (META) beat earnings expectations, but its legal troubles just got more expensive. (01:48) Alibaba (BABA) shares slide as China turns up the pressure on e-commerce. (02:45) Episode transcripts seekingalpha.com/wsb. Show…

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  3. Netflix slowdown rattles Wall Street

    Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level. (2:34) Show Notes Super Micro Computer rallies Episode transcripts seekingalpha.com/wsb. Sign up for our daily...

  4. One giant earnings leap for SpaceX

    SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock...

  5. United Airlines CEO calls for wealth tax

    United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19) Show Notes Oppenheimer’s top 50 Buy list Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here...

  6. 3M makes a prime connection

    3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: MMM, RAIL, and more Sign up for our daily newsletter here...

  7. Google makes quantum computing leap

    Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29) Show Notes Defensive stocks with Quality attributes Episode transcripts seekingalpha.com/wsb. Sign up for our daily…

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  8. Airlines' holiday price test

    Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: INTC, SPCX, and more Sign up for…

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  9. SpaceX, Tesla and Meta take earnings stage

    SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access...

  10. Tesla Roadster takes flight

    Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: TSLA, CNS, and more Southwest Airlines expands…

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  11. Anthropic growth slows, rattles AI trade

    Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24) Show Notes Car dealerships grapple with delayed repairs Episode transcripts seekingalpha.com/wsb. Sign up for our...

  12. CoreWeave CEO defends the math

    CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: RKLB, ERIC, and more Sign...

  13. Hot inflation puts Fed hike back in play

    Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22) Show Notes Who’s doing the earnings heavy lifting? Episode transcripts seekingalpha.com/wsb. Sign up for our daily...

  14. BofA's $1.2B penalty punch

    Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: DELL,...

  15. Big bank earnings get a lukewarm welcome

    JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). Show Notes Pharma Bro back in government sights Episode transcripts seekingalpha.com/wsb....

  16. Six Flags shares plunge premarket

    FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: SIX, MU, and more Kroger to eliminate...

  17. Economics Nobel goes to micro work that informs macro

    Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22) Show Notes Drinks entrepreneur makes big Churchill Downs bet Episode transcripts seekingalpha.com/wsb. Sign up for our daily...

  18. GTA 6 threat sends token up

    A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: CCC, BIIB, and more Sign up…

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  19. Big banks kick off earnings season

    JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) Show Notes Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our...

  20. Telecom stocks lose signal

    Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: HUM, SPCX, and more Take the news…

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  21. Starbucks eyes Chipotle takeover

    Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06) Show Notes High growth and cash flow ROI discount stocks Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for...

  22. F-35 parts go off radar

    The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44) Episode transcripts...

  23. Skydance bets on AI after mega-merger

    Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39) Show Notes Dan Ives’ top tech stocks for 2027 Webull’s reported China government ties Episode transcripts seekingalpha.com/wsb. Sign…

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  24. Pop goes the AI bubble?

    Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: ZIM, STZ, and...

  25. SCOTUS weighs oil liability

    SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday:...

  26. October’s retail harvest

    Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock…

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  27. Jobs report - bad news is good news

    The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for...

  28. No sprint for Nike yet

    Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Friday: NKE, SYNA, and more SpaceX...

  29. All about AI

    Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55) Episode transcripts:...

  30. Constellation's big power play

    Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Thursday:...

  31. Micron on top

    Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube Show links: Steven Cress' analysis Wall Street Breakfast with Steven Cress (TGT, BA, MU) Alpha Picks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full...

  32. Target extends value drive

    Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: BA, PYXS…

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  33. Anthropic wants $2T, warns AI could kill us

    Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30) Show Notes Oura postpones IPO Study says compute demand needs to hit $6T Episode transcripts seekingalpha.com/wsb.…

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  34. Federal boost for Navitas

    A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48) Episode transcripts seekingalpha.com/wsb. Show links:...

  35. Meta poaches MongoDB CEO for AI push

    Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10) Show Notes AI agents could cause a bank run just doing what they’re told Episode transcripts...

  36. SK Hynix hit by IPO concerns

    A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: GFI, NIO, and...

  37. AI safety fears hit Washington

    Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21) Show Notes Micron Earnings: Bull Case and Bear Case Earnings Calendar Dividend Roundup…

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  38. Costco checks out strong

    Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of...

  39. Oracle raises alarm over AI datacenter

    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 seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access…

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  40. Judge gives press a pass

    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 back. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock...

  41. Morgan Stanley email exposes deal secrets

    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 seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access…

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  42. US diesel dilemma

    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 transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: WOR…

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  43. Shopify gives Meta's AI agent a home

    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 transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full...

  44. Tech rally takes a breath

    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 transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: UBS,...

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

    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 seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to…

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  46. Musk's Texas tunnel vision

    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) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday:...

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

    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 Journalists barred from White House Earnings Calendar Dividend Roundup Episode...

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

    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) Costco, DoorDash and Uber (12:12) Episode transcripts: seekingalpha.com/wsb…

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  49. Intapp makes its AI case

    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 warehouse trip. (01:43) Episode transcripts seekingalpha.com/wsb. Show links:...

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

    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 YouTube, X, and TikTok to catch all of his Wall Street Breakfast episodes! Episode...

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ABOUT THIS SHOW

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

HOSTED BY

Seeking Alpha

CATEGORIES

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Wall Street Breakfast currently has 1000 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

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

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Wall Street Breakfast releases new episodes frequently with a large back catalog of 1000 episodes. Check the episode list for recent publication dates.

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