Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts are available at seekingalpha.com/wsb.
Episodes
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, LQDA, ENVX and moreSpaceX launches 35th NASA cargo mission with medical research to ISSSign up for our
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 NotesPharma Bro back in government sights Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divi
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 moreKroger to eliminate 3,000 corporate jobs in three-year AI restructuringSign up for our daily newsletter here and for full acce
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 NotesDrinks entrepreneur makes big Churchill Downs bet Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri
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 moreSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,
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 NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscr
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 moreTake the news quizSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divid
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 NotesHigh growth and cash flow ROI discount stocksEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premi
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 seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MRVL, APLD, and moreSign up for our daily newsletter here
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 NotesDan Ives’ top tech stocks for 2027Webull’s reported China government tiesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g
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 moreSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, div
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: FRSH, OPCH, CEG and moreGoogle nears billion-dollar deal for nuclear power from Constellation - Bloombe
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 movers Monday: PTC, QCOM, and moreNvidia’s valuation shows AI stocks are far from a bubble, DBS CIO saysSign
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/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at
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/wsbShow links: Biggest stock movers Friday: NKE, SYNA, and moreSpaceX launches Crew-13 mission to International Space StationSign up for our daily newsletter here and for full
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: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,
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/wsbShow links: Biggest stock movers Thursday: GOOG, INGN, and moreTrump announces $500 rebates for nearly 1M Obamacare enrolleesSign up for our daily ne
Micron on top
Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTubeShow links: Steven Cress' analysisWall Street Breakfast with Steven Cress (TGT, BA, MU)Alpha PicksEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seeking
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, NOC, and moreFord CEO: It’s not too late for U.S. to fend off Chinese EV rivalsBig tech CEOs sign off on T
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 NotesOura postpones IPOStudy says compute demand needs to hit $6TEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen
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:Biggest stock movers Tuesday: SMMT, NVTS, and moreJobs and rents could shape the Fed's 2027 pathAMD to acqui
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 NotesAI agents could cause a bank run just doing what they’re told Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sco
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 moreNvidia introduces open-source tool to boost AI securityCalifornia Gov. Newsom signs bill restricting
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 NotesMicron Earnings: Bull Case and Bear CaseEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ra
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 write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing
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 NotesAI spending seen topping 3% of annual GDPEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekinga
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 movers Thursday: P, VKTX, MGM, and moreMcDonald's puts $8.5B behind its next big comeback Hopes for a n
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 NotesThe U.S. golden credit card problemEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seeking
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, VOYG, and moreTrump July disclosure: 1,156 trades, Microsoft and Amazon among largest salesRoyal Caribbean t
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 NotesThe sheer size of AI IPO dominanceEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at see
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, VICR, and more'Trump TV' debuts on YouTube as major networks suspend White House pool coverageFalcon 9 ride
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 NotesBond market volatility a driver againEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.co
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: WBD, PSKY, and moreParamount may face $30M fine per missed film under settlement terms: BloombergN.Y. Y
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 NotesTrump polls to rebrand AIJournalists barred from White HouseEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, st
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/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g
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: Biggest stock movers Friday: XENE, NUE, and moreJensen Huang says Nvidia will double chip volume next year
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 transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ra
Amazon supercharges Generac
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 links: Biggest stock movers Thursday: GNRC, FLNC, and moreSA Asks: What was the main takeaway from the FOMC's rate decision?China's Huawei sets 2027 launch for new AI chips as it target
Fed hikes rates for the first time in three years
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 accommodation’ removed: WarshEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri
SK Hynix reportedly eyes U.S. memory play
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 seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: INTC, VOD, and moreMeta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdownEU to propose social media restr
Trump says AI takeover is a hoax
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 NotesA history of good and bad tech predictionsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium
Alarm bells on Wall Street
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 expensive—and harder to buy. (02:59) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLAY, ENVA, and moreU.S. has weapons in space, Air Force secretary con
Tesla Roadster could finally take flight
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 NotesGoldman update long duration basketEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Al
Oil's new chokepoint
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 seekingalpha.com/wsb.Show links: Biggest stock movers Monday: AI, chip stocks, and moreElon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027Michael Burry calls AI leaders’ slowd
Fed faces a rate hike reckoning
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 NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com
Oracle's growth spell
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 Friday: ORCL, ACVA, and moreSpaceX signs $1 billion-a-month AI hosting dealDeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK HynixIt's September: Br
Treasury yields hit Financial Crisis highs
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 NotesThis retro name is the fastest growing soft drinkEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking
Trump's ballot box bonus plan
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 movers Thursday: AVAV, AEO, and moreFDA investigates salmonella outbreak linked to broccoli sproutsAI spending cools at biggest-spending firms as model wars intensifyOpenAI’s rogue agent
Anthropic researcher warns AI could kill us all
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 livingEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha P
Chime finds its Stride
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 seekingalpha.com/wsb.Show links: Apple launch event: CEO Ternus' first big testBiggest stock movers Wednesday: LAC, TTAN, and moreAnthropic researcher quits over AI safety fears, echo
Nvidia CEO says AGI has arrived
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 NotesMemory stocks breaking out, Goldman saysEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeki
Canada's tariffs go live
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. (02:21) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZIM, NVS, and moreSA Asks: How concerned should investors be about surging global bond yields?
Inflation puts Fed rate hike on the line
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 NotesDoes Trump want the dollar-loonie parity?Earnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score
A tough stretch for lululemon
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) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: IOT, LULU, DSS and moreInvestment News
Ford bets big on $30K electric truck
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 NotesThe case for buying stocks when the Fed hikesWalmart delivering Dunkin’Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to S
Broadcom beat meets high hopes
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 seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNOW, HPE, and moreBroadcom Inc. (AVGO) Q3 2026 Earnings Call TranscriptMost shorted stocks on Wall StreetPG&E teams
Uber cuts jobs to go simpler and faster
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 NotesSiriusXM gets a vote of confidenceEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha
A Dell of a quarter
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 seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DELL, CRDO, and moreMichael Burry’s portfolio: How his bullish and bearish bets fared In AugustPalo Alto CEO warns $1T in cyberse
The bond yield America can't afford
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 NotesWilliam Blair’s latest stock Conviction ListEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at see
Liability sparks downgrades
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. (02:45) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVS, NIO, and moreApple’s $4.6T test: Can Ternus build what comes next?Trump says data cent
Central banks get AI jitters
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 vacation from buy-the-dipEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra
Futures lower as oil rises
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 billion deal. (01:49) 5Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Energy stocks and moreBOE chief warns G20 of AI threats to financial stability
Jobs report puts Fed hike in focus
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 NotesCybercab unveil this weekEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend
Marvell beats, street shrugs
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 transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: PYPL, MRVL, and moreU.S. close to striking 'massive' deal for Venezuelan oil fields - AxiosWhat will Warsh say at Ja
New chip tariffs could hit AI race
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 NetflixEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Pr
Nvidia’s biggest hug yet
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 seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, OKTA, and moreWhat is Hugging Face?Russia prepares Ukraine escalation as talks collapse - reportU.S. cracks down on Chine
Meta settles kids addiction case for $12.7B
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 gameEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.co
Bullseye misses the mark
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 links: Biggest stock movers Wednesday: SYRE, INTU, SAP and moreBill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - reportDICK'S Sporting Goods plunges 31% after earnings
OpenAI chip takes on Nvidia
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 NotesUnited Airlines announces new international routesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,
Coffee rally hits PSL season
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 transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BE, INTC, and moreSpaceX plans first Nvidia-powered AI satellite launches for late 2027Micron Technology dips 6% a
Bessent brings out the bond bazooka
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 NotesThe stocks hedge funds and mutual funds both loveBurger bars booming in ChinaEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divid
AI plans weigh on BABA
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 seekingalpha.com/wsb.Show links:Biggest stock movers Monday: BABA, XPEV, and moreTrump June stock disclosure: more than 1,000 trades, big in the VIGSA Asks: How concerned should Meta investors be about c
Nvidia and Jackson Hole take center stage
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 NotesEarnings CalendarDividend Roundup Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to
Ross finds value in value
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 links: Biggest stock movers Friday: ROST, MSTR, and moreTake the Investment News Quiz!U.S. to end summer blend gasoline requirement early in bid to help curb pump pricesGold could top $5
Walmart flashes consumer warning
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 Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alph
Moderna’s $44B booster
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 transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Thursday: Crypto stocks, WOLF, and moreTrump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'Tentativ
IBM hits key quantum computing milestone
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 transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seek
Canada buys 72 hours
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 stock movers Wednesday: SKHY, KEYS, LZB, and moreIran weighs attacking U.S. military targets in Europe if Trump escalates war - reportCalifornia AG says case against Meta focuses on 'pen
Meta faces high-stakes federal trial over child safety
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 productivity benefits (4:45)Show NotesWendy's bringing back COO positionDisney, ABC sue FCC, allege First Amendment violationsCompanies that could see the biggest AI productivity benefi
Bond vigilantes stir as yields climb
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 NotesNike hits 12-year low, is a buy signal flashing?Trump approval hits term lowEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grade
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