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
Tesla flat on revenue but big on promises
Tesla shares slip as analysts clash over its future. (0:14) IBM warns companies are questioning returns on AI spend. (1:17) Anthropic unveils agent Claude Duet. (2:24)
Show Notes
American Airlines fuel costs soar
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PHP flaws set off cyber alarm
AI uncovered a years-old threat lurking in the web’s code. (00:14) Meta (META) beat earnings expectations, but its legal troubles just got more expensive. (01:48) Alibaba (BABA) shares slide as China turns up the pressure on e-commerce. (02:45)
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Biggest stock movers Thursday: TSLA, BABA, and more
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Netflix slowdown rattles Wall Street
Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level. (2:34)
Show Notes
Super Micro Computer rallies
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One giant earnings leap for SpaceX
SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800. (02:22)
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Biggest stock movers Wednesday: NFLX, SPCX, and more
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United Airlines CEO calls for wealth tax
United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19)
Show Notes
Oppenheimer’s top 50 Buy list
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3M makes a prime connection
3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04)
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Biggest stock movers Tuesday: MMM, RAIL, and more
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Google makes quantum computing leap
Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29)
Show Notes
Defensive stocks with Quality attributes
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Airlines' holiday price test
Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09)
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Biggest stock movers Monday: INTC, SPCX, and more
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SpaceX, Tesla and Meta take earnings stage
SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39)
Show Notes
Earnings Calendar
Dividend Roundup
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Tesla Roadster takes flight
Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14)
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Biggest stock movers Friday: TSLA, CNS, and more
Southwest Airlines expands loyalty benefits, adds premium travel offerings
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Anthropic growth slows, rattles AI trade
Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24)
Show Notes
Car dealerships grapple with delayed repairs
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CoreWeave CEO defends the math
CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18)
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Biggest stock movers Thursday: RKLB, ERIC, and more
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Hot inflation puts Fed hike back in play
Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)
Show Notes
Who’s doing the earnings heavy lifting?
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BofA's $1.2B penalty punch
Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13)
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Biggest stock movers Wednesday: DELL, LQDA, ENVX and more
SpaceX launches 35th NASA cargo mission with medical research to ISS
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Big bank earnings get a lukewarm welcome
JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39).
Show Notes
Pharma Bro back in government sights
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Six Flags shares plunge premarket
FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50)
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Biggest stock movers Tuesday: SIX, MU, and more
Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring
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Economics Nobel goes to micro work that informs macro
Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)
Show Notes
Drinks entrepreneur makes big Churchill Downs bet
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GTA 6 threat sends token up
A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46)
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Biggest stock movers Monday: CCC, BIIB, and more
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Big banks kick off earnings season
JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52)
Show Notes
Earnings Calendar
Dividend Roundup
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Telecom stocks lose signal
Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47)
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Biggest stock movers Friday: HUM, SPCX, and more
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Starbucks eyes Chipotle takeover
Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06)
Show Notes
High growth and cash flow ROI discount stocks
Episode transcripts seekingalpha.com/wsb.
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F-35 parts go off radar
The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44)
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Biggest stock movers Thursday: MRVL, APLD, and more
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Skydance bets on AI after mega-merger
Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39)
Show Notes
Dan Ives’ top tech stocks for 2027
Webull’s reported China government ties
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Pop goes the AI bubble?
Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25)
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Biggest stock movers Wednesday: ZIM, STZ, and more
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SCOTUS weighs oil liability
SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)
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Biggest stock movers Tuesday: FRSH, OPCH, CEG and more
Google nears billion-dollar deal for nuclear power from Constellation - Bloomberg
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October’s retail harvest
Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: PTC, QCOM, and more
Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO says
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Jobs report - bad news is good news
The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)
Episode transcripts: seekingalpha.com/wsb
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No sprint for Nike yet
Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: NKE, SYNA, and more
SpaceX launches Crew-13 mission to International Space Station
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All about AI
Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55)
Episode transcripts: seekingalpha.com/wsb
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Constellation's big power play
Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03)
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Biggest stock movers Thursday: GOOG, INGN, and more
Trump announces $500 rebates for nearly 1M Obamacare enrollees
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Micron on top
Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings.
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Steven Cress' analysis
Alpha Picks
Episode transcripts: seekingalpha.com/wsb
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Target extends value drive
Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: BA, PYXS, NOC, and more
Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals
Big tech CEOs sign off on Trump's 'super intelligence' safety accord
DeepSeek unveils Huawei AI chip software to challenge Nvidia
Wednesday’s Economic Calendar
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Anthropic wants $2T, warns AI could kill us
Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)
Show Notes
Oura postpones IPO
Study says compute demand needs to hit $6T
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Federal boost for Navitas
A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: SMMT, NVTS, and more
Jobs and rents could shape the Fed's 2027 path
AMD to acquire World Labs in $8.2B all-stock deal
Top 4 Stocks For Q4: Buy The September Dip
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Meta poaches MongoDB CEO for AI push
Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)
Show Notes
AI agents could cause a bank run just doing what they’re told
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SK Hynix hit by IPO concerns
A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: GFI, NIO, and more
Nvidia introduces open-source tool to boost AI security
California Gov. Newsom signs bill restricting meme coins tied to public officials
Michael Burry: Trump 'cannot afford' to let AI boom fail
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AI safety fears hit Washington
Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21)
Show Notes
Micron Earnings: Bull Case and Bear Case
Earnings Calendar
Dividend Roundup
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Costco checks out strong
Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - report
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Oracle raises alarm over AI datacenter
Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)
Show Notes
AI spending seen topping 3% of annual GDP
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Judge gives press a pass
Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: P, VKTX, MGM, and more
McDonald's puts $8.5B behind its next big comeback
Hopes for a new Boeing-China deal fade - report
Is DraftKings betting big on losing gamblers?
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