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
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
McDonald's gets a Red Bull boost
McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29) Show NotesRebel Brands ice cream goes bankruptFerrari auctions for record $40MSpace is now institutional asset Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quan
Rocket Lab gains altitude
Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: DSX, HIVE, and moreStripe is said to agree to buy OpenRouter for more than $7BTrump orders reduction in U.S.-South Korea military exercisesAlphabet leads i
Retail earnings put consumers in the spotlight
Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56) Show NotesJane Street loses $15B in AI fundEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grade
Upvoted into the S&P
Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMAT, NU, and moreU.S. to ramp up economic isolation of Iran, eyes indefinite naval blockadeGoldman Sachs lines up investors for N
Trump vaccine order faces major hurdle
Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29) Show NotesIf you stream it, they will viewThis stock is ‘what a boom top looks like’ – Michael Burry Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock qua
Google pushes harder on Gemini
Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units. (2:07) Show NotesKorean stocks are back in a bull marketLegendary corporate raider bid for CaesarsEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and fo
Inflation cools but stays stubborn
July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13) Show NotesMachines will go ‘full tilt’ on gold at this level 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 t
NYC delivery model detour
A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, CRWV, and more'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI developmentWho benefits as AI dat
The AI watermark you can't erase
Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54) Show NotesThe K-shaped economy plot twistEpisode 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
Riot’s $9.1B AI mystery
Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLUG, RKLB, and moreStocks are partying, and HSBC says the good times aren't over yetHormuz risk premium: Who wins and loses in the tanker tradeIntel upsizes stock offering to $20B, prices at $95
GameStop rethinks eBay takeover
GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39)Show NotesS&P dividend yield the lowest ever (see the chart)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant s
Burry turns on Berkshire
Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Critical-mineral stocks and moreTrump signals economic pressure over new Iran strikes as Hormuz talks stallHow Israeli startup Irre
Trade Desk slammed after earnings miss
Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33) Show NotesWas the SpaceX IPO the speculative peak?Traders abandon a big bitcoin moveEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, s
Show-Me state says no
Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09)Episode transcripts seekingalpha.com/wsb.Show links: 4 stocks to watch on Thursday: U, MRK, DDOG, and FISVU.S. announced job cuts drop to lowest monthly level in two yearsJobless claims rise less than expected in past weekS
Jamie Dimon warns on hidden leverage
JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35)Show NotesMeta joins the rogue AI crowdTrump is calling Fed’s Warsh – a lotEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant sc
Parks, Pixar power Disney
A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) momentum. (00:10) Uber's (UBER) growth engine is humming, but its outlook hit a speed bump. (01:52) The latest twist in the AstraZeneca (AZN)-Bristol Myers (BMY) deal saga. (03:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, SPCX, SHOP, and morePrivate sector jobs growth s
SpaceX spending spree rattles investors
Shares fall as SpaceX ramps up AI and Starship spending. (0:17) AMD delivers another strong quarter but investors want faster growth. (1:28) Michael Burry warns markets could be nearing a major peak. (2:00) Show NotesSamsung unveils next-gen AI memoryPalantir short-sellers slammed Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst
Ban talk lifts networking names
Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and moreStocks to watch on Tuesday: CAT, SPOT, PFE & moreThe 60/40 portfolio is officially broken, Apollo saysSign
Palantir lifts outlook after AI surge
Palantir raises its full-year guidance. (0:16) Google exec: Spending laying foundation for AI’s breakthrough. (1:19) Trump says Exxon, Chevron are making too much money. (2:09) Show NotesMissouri to vote on no income taxHershey biopic: the couple behind the Kiss Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant
Peloton's costly detour
A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal. (02:20) Wall Street is split on Circle (CRCL). (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Wall Street climbs ahead of key earnings and labor dataBiggest stock movers Monday: AMZN, BMY, BABA, and moreAmazon rallies to all-time high as it powers past $3T market cap thresholdSign up for our daily newslett
Alibaba unveils flagship AI model
Alibaba launches Qwen3.8-Max to challenge global rivals. (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger. (1:56) Show NotesHedge funds had a Situational Awareness Spidey senseSpiderman spins a record weekendEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full
SpaceX earnings take center stage
SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15) 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.
Reddit beat fails to trend
Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AAPL, AMZN, and moreMusk calls report on Tesla China business sale 'absurdly fake news'Kospi rebounds by record 18%; Japan-South Korea intervention lifts
High-flying AI fund forced to dump stocks
Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29) Show NotesWhat’s the central bank Maradona Effect?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
Jersey Mike’s prices at $23
From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: META, MSFT, and moreMicrosoft pops as Q4 results top estimates; Azure tops $100B in revenueSamsung sees AI-driven memory shor
Fed holds rates and markets ain't happy
Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20) Show NotesStocks tumble on inflation worriesEpisode 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.
Meta, Microsoft earnings test
Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: F, CAR, and moreOil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of HormuzCurrent stock market is in the early stages of
Amazon revamps AI strategy
Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56) Show NotesShould SpaceX pay $480/share for Tesla?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
Chips drag Korea lower
Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: APLD, CLS, and moreFAA calls for Boeing 737 MAX inspection over incorrectly installed seatsBuzzFeed jumps on plan to cut a third of workforceTaiwan report
OpenAI agent went rogue for days
The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13) Show NotesWarner accuses Amazon of poaching employeesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri
A fine mess for Waymo
Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: AVGO, FBRX, oil companies, and moreBofA sees August setting up as tough for stocks; dollar, gold favoredMichael Burry ramps up
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.
Recommended
Dateline NBC
صداستان: ساعتی با موسیقی
Becoming: HER with Nikki Spoelstra
Exposing Workplace Bullying
Everyday AI Made Simple - AI For Everyday Tasks
FemTech Focus
Not Too Sensitive - Empowering Highly Sensitive People (HSPs) To Own Their Sensitivity
Mother Daughter Relationship Show
Skin Deep MDs with Dr. Mamina Turegano, Dr. Lindsey Zubritsky and Dr. Jenny Liu
girl talk 🎧🫧
Booked, Blonde & Busy w/ Olivia Ponton
LOVE SOMEONE with Delilah
