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
Intel flexes on Q2 beat
Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, SAP, and moreInvestment News Quiz - Friday, Jul. 24Tesla's earnings slump leaves short sellers with over $9B in paper gains this yearStripe in talks to acquire AI startup
ServiceNow's answer to rogue AI
ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, GOOG, NOW, and moreTaco Bell leans on $1 enchirito to reverse tainted lettuce slumpAlphabet's AI spending pushes free cash flo
Super Micro heats up
Super Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, DYN, OKLO, and moreSpaceX faces massive share unlocks as investors brace for insider sellingOpenAI models inadvertently hack Hugging Face system during cyber capability
Nebius gets NVDA lift
Nvidia's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: NBIS, ZION, and moreSnap reaches settlement in social media addiction lawsuit -- reportCrude oil prices haven't climbed as much as some expected in five month
FDA's lettuce u-turn
The FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BABA, FRVO, and moreAlibaba stock rockets as new Qwen model threatens global r
Tesla reports as earnings season revs up
Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24) Show 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/subscriptions.
Starship stall weighs on SpaceX
SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: NFLX, SPCX, and morePayPal board views $53B Stripe-Advent takeover bid as inadequate - ReutersTrump slams ABC, NBC for skipping live speech, calls for licen
TSMC chips in $100B more
TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, EOSE, ASTS, and moreTaiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimatesTrump considers hig
Dan Ives launches merchant bank
Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37) Show NotesMoney managers say this is the most crowded tradeEpisode 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 seekin
Stripe checks out PayPal
Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PYPL, PNR, and moreHistory smiles on S&P 500 after CPI signal, Jason Goepfert saysGoldman Sachs raises $10B in high-grade bond sale - reportTrump to hea
Big banks fall despite upbeat earnings
Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45)Show Notes Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenueWonder: The 'Amazon of food' races toward an IPORetail investors are selling winners and
Saronic hits the front line
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 Tuesday: TSEM, ERIC, and moreSamsung explores potential U.S. ADR listingTariff refunds push U.S. June budget deficit to $120BAstraZeneca inks $1.5B license deal for lung cancer drugSign
Trump says U.S. will run Hormuz for 20% fee
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 NotesSpaceX 'built to separate retail investors from their money' 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 Prem
Apple alleges AI heist
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 and moreSK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profitsSpaceX sheds 35% from post-IPO peak one month after record debutWhich companies reporting earnings this wee
Earnings, inflation take center stage
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 NotesU.S. strikes Iran; Iran strikes Gulf countriesEarnings 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
Wall Street Roundup: carving up the AI trade
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 BubbleSteven Cress' Top 10 Stocks For 2026 (Mid-Year Review)Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grad
SK Hynix lands record U.S. debut
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 NotesGolden cross for FinancialsPolymarket wants margin trading 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
Levi's frayed forecast
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 Thursday: AZN, AP, and moreSK Hynix US listing said to be over seven times oversubscribedMultistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFNJudge approves Elon
Oil futures surge on strikes
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.Show links: Biggest stock movers Wednesday: FCEL, BABA, and morePrediction markets see Nasdaq-100 rally cooling after AI surgeSouth Korea's KOSPI enters bear market as AI selloff deepens
We are in a bubble
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 Of) A BubbleShow Notes:How Much Further Will Gold And Silver Run?aNewFNTranscripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, st
Walmart turns up discounts
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 movers Tuesday: CRNX, RIVN, and moreWalmart and Sam's Club Lower Prices to Help Customers Make the Most out of SummerSpaceX lands bullish ratings from Morgan Stanley and Goldman SachsBeer
Wall Street’s bulls, few bears
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: Crypto stocks, TSLA, and moreComcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6BApple, Nvidia supplier Unimicron aims for $1.4B in global depositary share saleOPEC
Big catalyst week for SpaceX
SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)Show NotesTesla limits employee AI useEpisode 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/subscriptions.
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
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