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
June job growth falters
Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02) Show NotesDan Ives exits WedbushEpisode 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.com/subscriptions .
EU locks in Google fine
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 seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: FIZZ, CANF, and moreVolkswagen braces for turbulent talks ahead of critical board meeting over massive restructuringTaiwan deta
Meta eyes AI cloud business
Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54) Show NotesWilliam Blair Conviction ListAOL public again (sorta)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 seekingalpha.com/s
Peak power problems
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, and moreMicrosoft reportedly planning new round of layoffs impacting under 2.5% of workforceNike's headline FQ4 beat not enough to win over Wall StreetWhich stocks fueled—and held back—
Buffett delays Gates Foundation gift
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 NotesThe AI pendulum has swung too farEpisode 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 se
iPhone 18 secrets surface
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.Show links: Biggest stock movers Tuesday: ABVX, AVAV, and moreGold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'Amazon to pay $2.25M to settle FTC ca
Comcast to split with NBC spinoff
NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33) Show NotesThe biggest contributors to S&P earnings growthEpisode 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
South Korea chips in big
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 seekingalpha.com/wsb.Show links: Biggest stock movers Monday: GME, BTI, and moreDutch World Cup fans discover America’s biggest attraction: Its suburbsDOJ dropped Abbott baby formula criminal probe des
Jobs report headlines holiday week
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 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 Alpha at see
Wall Street Roundup: What isn't priced in?
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/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 seekingalpha.com/subscriptions.
Will tech stocks rebound?
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/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 seekingalpha.com/subscriptions.
Nordstrom, FAO Schwarz team up on toys
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 NotesApple boosts price due to memory shortageEpisode 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 See
Memory lane runs higher
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 movers Thursday: AI chip stocks, WEN, SPRY, and moreQualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029Brain drain: Alphabet set to lose t
Wendy's, Jack in the Box get meme stock love
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 NotesWorld Cup boost not showing up in dataEpisode 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 Pre
Alphabet joins the Dow
Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51) Show NotesMicron options point to big post-earnings moveBiotechs at all-time high Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscrib
Chip stocks face AI selloff
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 NotesWinners and losers in the yield curve 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 Al
AI trade hits a speed bump
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 NotesSoftBank's Masayoshi Son rejects space-based data centersGoogle DeepMind Nobel laureate John Jumper jumps to AnthropicEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock q
U.S. authorizes Iranian oil sales
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/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 seekingalpha.com/subscriptions.
Negotiations in doubt
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 franchise-record (6:00)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 Seek
Toy Story 5 targets blockbuster debut
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 NotesDollar hits highest level since May ‘25Episode 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 Pre
Futures find peace
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: Biggest stock movers Thursday: INTC, RUM, SPRO and moreWarsh the hawk is all talk, Pantheon saysThe Fed will have to raise rates later this year -- Steve CaseSK Hynix ships samples of n
Stocks sink after meeting Warsh the hawk
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 NotesFed Task Force FiveStatement slashedConnect the dots? Not on Warsh’s watch 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
Netflix dims lion hopes
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 moreU.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - reportSpaceX is buying Cursor for $60B. What exactly is Cursor?Burgers, not bonds: what American
Yum! boxes up Pizza Hut to go
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 lowEpisode 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.com/subscriptions.
Qualcomm builds an AI wardrobe
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, and moreAI stocks with real revenue growth: Who's leading the pack?U.S. GDP in gold terms falls to more than century lowMichael Burry touts Fiserv stock after CEO exit extends slumpSig
Fox buys Roku in $22B deal
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 NotesBurgers, not bonds: what Americans really search for in business newsEpisode 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
U.S.-Iran peace deal agreed
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 HouseDoes a Knicks championship mean a market top? 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
Fed week's hawkish test
Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)Show NotesWorld Cup of Stocks: which team is Nvidia?Earnings 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/subs
Wall Street Roundup: Trillion dollar baby
SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)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 seekingalpha.com/subscriptions.
SpaceX enters public orbit
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/wsbShow links: Biggest stock movers Friday: Space stocks, ADBE, and moreNasdaq-100 shakeup rewards winners, ejects laggardsWorld Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war falloutWorld Cup of Stocks: Which tea
No reward for Oracle's beat
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 their drone delivery program. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: ORCL, HUMA, and moreTrump reveals U.S. effort to remove 'millions of barr
CPI eases rate fears
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 NotesChewy results better than feared Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend
Iran strikes hit futures
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 soon as August. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and moreBYD chairman Wang Chuanfu bets on g
AI job fears ease
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 NotesRetail investors swap meme stocks for profit stocks Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock qua
Siri’s next act
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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: APLD, QCOM, and moreSpaceX set for early entry into MSCI indexes after IPOOpenAI confidentially f
Intel and chips lead Nasdaq rebound
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. (1:49) Show NotesAI picks World Cup winners and dark horsesJensen juices tech stocks Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for f
Pfizer chases monthly edge
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 inclusion plan.Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: NRIX, HON, and moreTech sell-off can be a buying opportunity, says Nvidia CEO Jens
SpaceX IPO tests $1.8T valuation
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 NotesSiri to star at Apple WWDCEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quan
Wall Street Roundup: AI trade passes the baton
Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)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 seekingalpha.com/subscriptions.
LULU's discount dilemma
lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: LULU, DOCU, and moreThe summer box office bli
Quantinuum IPO pops on Nasdaq debut
Quantinuum ushers in the commercial quantum era. (0:16) CrowdStrike falls despite raising guidance and stock split. (0:56) Job cuts rise as companies restructure for AI. (1:44) Show NotesThe stocks poised to win the World CupBots top human internet traffic Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scor
Broadcom beat not enough
Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CRWD, AVGO, and moreNetflix explores voice AI, generative
SpaceX targets record IPO
SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41) Show NotesFord issues ‘do not drive’ advisory 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
Bitcoin's great withdrawal
Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GME, MRVL, and moreGoogle just said it plans to spend
Huang sees Marvell's trillion-dollar path
Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33) Show NotesWilliam Blair updates its Conviction List Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scor
Alphabet Wants $80B
Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HPE, MCHP, and moreMicrosoft Build: W
Nvidia expands its AI ambitions
Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34) Show NotesRecord IPO year at hand 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
Berkshire builds on Taylor Morrison
Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TMHC, NVDA, and moreAt a glance: stocks gapping down premarketAt a glance: stocks gap
Quantinuum IPO and Broadcom earnings headline week
Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58)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
New Glenn ignites concern
Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14) Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03) Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and moreExxon, Chevron heads warn of higher oil
GDP revised down with inflation elevated
U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35) Show NotesBest Buy soarsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend
Snowflake turns up the heat
Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: UMAC, SNOW, crypto, and moreAssociated Press plans to provide OpenAI with it
First AI film to debut at Tribeca
AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45) Show NotesThe physical economy muscles its way into the rallyEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sc
Micron bytes into $1T
Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ZS, APPS, and moreAmerica’s tril
BP ousts chairman over governance
BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32)Show NotesThe markets are doing the Fed’s job for itEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen
Futures rise, oil drops
Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Space stocks and moreDon’t believe the GDPNow hypeTaiwan overtakes Ind
Inflation week takes center stage
Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon. (2:26) Show NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sco
Summer travel meets FIFA fever
As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, compani
Quantum stakes and OpenAI IPO
U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B. (1:59) Show NotesSpaceX says its market rivals total U.S. GDPEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, st
Nvidia bets beyond China
Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: INTU, APLD, and moreIran deal looks like a 30-day ceasefire extens
Intuit announces layoffs as Meta 'bloodbath' starts
Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment. (1:29) Show NotesCan NVDA learn from NVD.A?UK wants food price capsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analys
Big oil bets examined
CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMC, RBLX, and moreMeta Platforms begins new round of layoffs affecting ~8,000 employeesNvid
Ex-OpenAI researcher bets against Nvidia
Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16) Show NotesBest Income Ideas Online SummitEpisode 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
Markets eye Iran pause
Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Tuesday: AGYSSEC eyes plan for trading token
Berkshire back in department stores after 60 years
Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51) Show NotesBest Income Ideas Online SummitEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen
Next era of power
NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs, closing regional offices. (02:52) Episode transcripts seekingalpha.com/wsb.Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Monday: RAMP, D, a
Nvidia faces priced-in perfection
Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01) Show NotesBest Income Ideas Online SummitOptions indicate GTA 6 pre-saleEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full acc
Wall Street Saturday: Shorting consumer stocks with George Noble
Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts.Show Notes: Best Income Ideas Online Summit Alpha PicksAvoid S&P + Bonds, Buy Gold + Energy - George NobleEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings
Wall Street Roundup: Macro Week
Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20)Show Notes: Best Income Ideas Online Summit Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra
POET deal sparks surge
POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350. (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Friday: PZZA, TSM, and morePutin t
Ford rallies on energy storage push
Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50) Show NotesDunkin’ vs. Tim HortonsBlackRock’s fixed income playbook Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, d
Cerebras sells like hot chips
AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, DOCS, and moreUS clears Nvidia H200 sales to Alibaba, Tencent
Wholesale inflation hits post-Covid levels
PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17) Show NotesWells Fargo’s playbook for market euphoria 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 Seekin
Dimon warns markets too giddy
Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LUNR, NXT, and morePayPal to waive $30M in fees to settle DOJ prob
eBay rejects GameStop bid
Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. (1:49) Show NotesUK bond market faces off against another prime minister Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, st
Trump targets pump prices
Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLUG, HIMS, and moreSilver surges to biggest gain since February
AI lessons from Ma Bell
Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45) Show NotesInvestor who called Nvidia in ’16 now likes ‘lifecording’ stocks Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to an
Futures dip as oil jumps
Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: MRNA, WEN, and moreDid value meals kill the smashburger star?Ma Bell's history hints that A
Cerebras leads IPO rush
Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55) 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, su
Wall Street Roundup: Market turning lemons into limoncello
Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)Show Notes: SA Investing Community weighs in on Iran warMicron, AMD lead AI and chip stocks higher despite Middle East woesKnow When To Hold 'Em And When To Fold 'EmEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stoc
