Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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 Notes
The case for buying stocks when the Fed hikes
Walmart delivering Dunkin’
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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)
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Biggest stock movers Thursday: SNOW, HPE, and more
Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript
Most shorted stocks on Wall Street
PG&E teams up with Google, Tesla, Sunrun on Bay Area virtual power plant
AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be The Cure
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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 Notes
SiriusXM gets a vote of confidence
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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)
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Biggest stock movers Wednesday: DELL, CRDO, and more
Michael Burry’s portfolio: How his bullish and bearish bets fared In August
Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI
U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners
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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 Notes
William Blair’s latest stock Conviction List
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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)
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Biggest stock movers Tuesday: NVS, NIO, and more
Apple’s $4.6T test: Can Ternus build what comes next?
Trump says data center opponents could 'end up backwards and poor'
Howmet slides after Elon Musk unveils SpaceX turbine-blade casting plan
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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-dip
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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) 5
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Biggest stock movers Monday: Energy stocks and more
BOE chief warns G20 of AI threats to financial stability, equity markets
Wealthy Americans turn to private life insurance for tax-free investing
Nvidia's Quant Rating upgraded to Strong Buy after upbeat outlook
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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 Notes
Cybercab unveil this week
Earnings Calendar
Dividend Roundup
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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)
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Biggest stock movers Friday: PYPL, MRVL, and more
U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios
What will Warsh say at Jackson Hole if he doesn't offer guidance?
Michael Burry buys Nvidia calls as hedge, expands shorts on Oracle and Palantir
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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 Netflix
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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)
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Biggest stock movers Thursday: NVDA, OKTA, and more
What is Hugging Face?
Russia prepares Ukraine escalation as talks collapse - report
U.S. cracks down on Chinese hacking network that targeted DOJ, Fed and Senate
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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 game
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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)
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Biggest stock movers Wednesday: SYRE, INTU, SAP and more
Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report
DICK'S Sporting Goods plunges 31% after earnings miss
AI mania makes room for the debasement trade
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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 Notes
United Airlines announces new international routes
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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)
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Biggest stock movers Tuesday: BE, INTC, and more
SpaceX plans first Nvidia-powered AI satellite launches for late 2027
Micron Technology dips 6% amid semiconductor selloff
Meta eyes consumer AI agent launch in coming weeks, new AI model in October - report
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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 Notes
The stocks hedge funds and mutual funds both love
Burger bars booming in China
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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)
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Biggest stock movers Monday: BABA, XPEV, and more
Trump June stock disclosure: more than 1,000 trades, big in the VIG
SA Asks: How concerned should Meta investors be about child safety lawsuits?
Iran Economic D-Day: Bessent warns of endgame; Tehran threatens Gulf oil exports
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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 Notes
Earnings Calendar
Dividend Roundup
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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)
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Biggest stock movers Friday: ROST, MSTR, and more
Take the Investment News Quiz!
U.S. to end summer blend gasoline requirement early in bid to help curb pump prices
Gold could top $5,000 by next year, Morgan Stanley says
Nvidia might go Hulk mode, as Jefferies expects Q2 revenue to smash estimate by $3B
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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
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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)
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Biggest stock movers Thursday: Crypto stocks, WOLF, and more
Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'
Tentative trade deal would cut Canada steel, aluminum tariffs by half - reports
Treasury's buyback expansion is not QE
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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
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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)
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Biggest stock movers Wednesday: SKHY, KEYS, LZB, and more
Iran weighs attacking U.S. military targets in Europe if Trump escalates war - report
California AG says case against Meta focuses on 'penalties and restitution,' not damages
Investors should secure a chair before the music stops, BTIG says
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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 Notes
Wendy's bringing back COO position
Disney, ABC sue FCC, allege First Amendment violations
Companies that could see the biggest AI productivity benefits - Goldman
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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 Notes
Nike hits 12-year low, is a buy signal flashing?
Trump approval hits term low
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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 Notes
Rebel Brands ice cream goes bankrupt
Ferrari auctions for record $40M
Space is now institutional asset
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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)
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Biggest stock movers Monday: DSX, HIVE, and more
Stripe is said to agree to buy OpenRouter for more than $7B
Trump orders reduction in U.S.-South Korea military exercises
Alphabet leads institutional holders in SpaceX post-IPO with $94B stake
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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 Notes
Jane Street loses $15B in AI fund
Earnings Calendar
Dividend Roundup
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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)
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Biggest stock movers Friday: AMAT, NU, and more
U.S. to ramp up economic isolation of Iran, eyes indefinite naval blockade
Goldman Sachs lines up investors for Nvidia’s $500B AI funding plan - report
Ford to move production of some Lincoln models from China to US: Reuters
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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 Notes
If you stream it, they will view
This stock is ‘what a boom top looks like’ – Michael Burry
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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 Notes
Korean stocks are back in a bull market
Legendary corporate raider bid for Caesars
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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 Notes
Machines will go ‘full tilt’ on gold at this level
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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)
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Biggest stock movers Wednesday: SMCI, CRWV, and more
'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development
Who benefits as AI data centers create a power shortage?
Oracle prepares plans for new round of layoffs this month - report
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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 Notes
The K-shaped economy plot twist
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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)
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Biggest stock movers Tuesday: PLUG, RKLB, and more
Stocks are partying, and HSBC says the good times aren't over yet
Hormuz risk premium: Who wins and loses in the tanker trade
Intel upsizes stock offering to $20B, prices at $95
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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 Notes
S&P dividend yield the lowest ever (see the chart)
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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)
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Biggest stock movers Monday: Critical-mineral stocks and more
Trump signals economic pressure over new Iran strikes as Hormuz talks stall
How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report
TSMC monthly sales jump 45% as AI chip demand stays strong
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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 Notes
Was the SpaceX IPO the speculative peak?
Traders abandon a big bitcoin move
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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)
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4 stocks to watch on Thursday: U, MRK, DDOG, and FISV
U.S. announced job cuts drop to lowest monthly level in two years
Jobless claims rise less than expected in past week
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