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
Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)
It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g
Intapp makes its AI case
Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: XENE, NUE, and moreJensen Huang says Nvidia will double chip volume next year
Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger)
Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)Follow Steve on YouTube, X, and TikTok to catch all of his Wall Street Breakfast episodes!Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ra
Amazon supercharges Generac
Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: GNRC, FLNC, and moreSA Asks: What was the main takeaway from the FOMC's rate decision?China's Huawei sets 2027 launch for new AI chips as it target
Fed hikes rates for the first time in three years
The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51) Show Notes‘Dose of accommodation’ removed: WarshEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri
SK Hynix reportedly eyes U.S. memory play
SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: INTC, VOD, and moreMeta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdownEU to propose social media restr
Trump says AI takeover is a hoax
A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57) Show NotesA history of good and bad tech predictionsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium
Alarm bells on Wall Street
One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLAY, ENVA, and moreU.S. has weapons in space, Air Force secretary con
Tesla Roadster could finally take flight
Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06) Show NotesGoldman update long duration basketEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Al
Oil's new chokepoint
Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: AI, chip stocks, and moreElon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027Michael Burry calls AI leaders’ slowd
Fed faces a rate hike reckoning
The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17) Show NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com
Oracle's growth spell
Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: ORCL, ACVA, and moreSpaceX signs $1 billion-a-month AI hosting dealDeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK HynixIt's September: Br
Treasury yields hit Financial Crisis highs
PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58) Show NotesThis retro name is the fastest growing soft drinkEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking
Trump's ballot box bonus plan
A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: AVAV, AEO, and moreFDA investigates salmonella outbreak linked to broccoli sproutsAI spending cools at biggest-spending firms as model wars intensifyOpenAI’s rogue agent
Anthropic researcher warns AI could kill us all
Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20) Show Notes NASA wants ideas for moon livingEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha P
Chime finds its Stride
Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) Episode transcripts seekingalpha.com/wsb.Show links: Apple launch event: CEO Ternus' first big testBiggest stock movers Wednesday: LAC, TTAN, and moreAnthropic researcher quits over AI safety fears, echo
Nvidia CEO says AGI has arrived
Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19) Show NotesMemory stocks breaking out, Goldman saysEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeki
Canada's tariffs go live
Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZIM, NVS, and moreSA Asks: How concerned should investors be about surging global bond yields?
Inflation puts Fed rate hike on the line
August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23) Show NotesDoes Trump want the dollar-loonie parity?Earnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score
A tough stretch for lululemon
Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: IOT, LULU, DSS and moreInvestment News
Ford bets big on $30K electric truck
Ford targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59) Show NotesThe case for buying stocks when the Fed hikesWalmart delivering Dunkin’Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to S
Broadcom beat meets high hopes
An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia. (02:32) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNOW, HPE, and moreBroadcom Inc. (AVGO) Q3 2026 Earnings Call TranscriptMost shorted stocks on Wall StreetPG&E teams
Uber cuts jobs to go simpler and faster
Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27) Show NotesSiriusXM gets a vote of confidenceEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha
A Dell of a quarter
An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DELL, CRDO, and moreMichael Burry’s portfolio: How his bullish and bearish bets fared In AugustPalo Alto CEO warns $1T in cyberse
The bond yield America can't afford
Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01) Show NotesWilliam Blair’s latest stock Conviction ListEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at see
Liability sparks downgrades
One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking. (02:45) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVS, NIO, and moreApple’s $4.6T test: Can Ternus build what comes next?Trump says data cent
Central banks get AI jitters
BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12) Show Notes Retail investor ready for a vacation from buy-the-dipEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra
Futures lower as oil rises
Oil jumps, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17 billion deal. (01:49) 5Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Energy stocks and moreBOE chief warns G20 of AI threats to financial stability
Jobs report puts Fed hike in focus
August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56)Show NotesCybercab unveil this weekEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend
Marvell beats, street shrugs
Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: PYPL, MRVL, and moreU.S. close to striking 'massive' deal for Venezuelan oil fields - AxiosWhat will Warsh say at Ja
New chip tariffs could hit AI race
White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16) Show Notes “Grand Theft Auto 6” preview debuts on NetflixEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Pr
Nvidia’s biggest hug yet
Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, OKTA, and moreWhat is Hugging Face?Russia prepares Ukraine escalation as talks collapse - reportU.S. cracks down on Chine
Meta settles kids addiction case for $12.7B
Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58) Show Notes The big cost of seeing every NFL gameEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.co
Bullseye misses the mark
Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless payments. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SYRE, INTU, SAP and moreBill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - reportDICK'S Sporting Goods plunges 31% after earnings
OpenAI chip takes on Nvidia
OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27). Show NotesUnited Airlines announces new international routesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,
Coffee rally hits PSL season
Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:19) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BE, INTC, and moreSpaceX plans first Nvidia-powered AI satellite launches for late 2027Micron Technology dips 6% a
Bessent brings out the bond bazooka
Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49) Show NotesThe stocks hedge funds and mutual funds both loveBurger bars booming in ChinaEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divid
AI plans weigh on BABA
What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Monday: BABA, XPEV, and moreTrump June stock disclosure: more than 1,000 trades, big in the VIGSA Asks: How concerned should Meta investors be about c
Nvidia and Jackson Hole take center stage
Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33) Show NotesEarnings CalendarDividend Roundup Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to
Ross finds value in value
Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: ROST, MSTR, and moreTake the Investment News Quiz!U.S. to end summer blend gasoline requirement early in bid to help curb pump pricesGold could top $5
Walmart flashes consumer warning
Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00) Show Notes Universities face a SpaceX windfall conundrum Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alph
Moderna’s $44B booster
Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Thursday: Crypto stocks, WOLF, and moreTrump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'Tentativ
IBM hits key quantum computing milestone
IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)Show Notes Amazon drones coming to 500 more cities Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seek
Canada buys 72 hours
Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SKHY, KEYS, LZB, and moreIran weighs attacking U.S. military targets in Europe if Trump escalates war - reportCalifornia AG says case against Meta focuses on 'pen
Meta faces high-stakes federal trial over child safety
Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45)Show NotesWendy's bringing back COO positionDisney, ABC sue FCC, allege First Amendment violationsCompanies that could see the biggest AI productivity benefi
Bond vigilantes stir as yields climb
The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49) Show NotesNike hits 12-year low, is a buy signal flashing?Trump approval hits term lowEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grade
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
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