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
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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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 Notes
Meta joins the rogue AI crowd
Trump is calling Fed’s Warsh – a lot
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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)
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Biggest stock movers Wednesday: AMD, SPCX, SHOP, and more
Private sector jobs growth slows more than expected in July: ADP jobs report
Shopify skyrockets after posting +30% revenue and GMV growth
Chipotle shares tumble after Minnesota links jalapeños...
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 Notes
Samsung unveils next-gen AI memory
Palantir short-sellers slammed
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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)
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Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and more
Stocks to watch on Tuesday: CAT, SPOT, PFE & more
The 60/40 portfolio is officially broken, Apollo says
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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 Notes
Missouri to vote on no income tax
Hershey biopic: the couple behind the Kiss
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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)
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Wall Street climbs ahead of key earnings and labor data
Biggest stock movers Monday: AMZN, BMY, BABA, and more
Amazon rallies to all-time high as it powers past $3T market cap threshold
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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 Notes
Hedge funds had a Situational Awareness Spidey sense
Spiderman spins a record weekend
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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 Notes
Earnings Calendar
Dividend Roundup
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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)
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Biggest stock movers Friday: AAPL, AMZN, and more
Musk calls report on Tesla China business sale 'absurdly fake news'
Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and won
Microsoft's earnings-fueled rally lifts shares above 200-day moving average
Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase
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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 Notes
What’s the central bank Maradona Effect?
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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)
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Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters
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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 Notes
Stocks tumble on inflation worries
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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)
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Biggest stock movers Wednesday: F, CAR, and more
Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz
Current stock market is in the early stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters
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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 Notes
Should SpaceX pay $480/share for Tesla?
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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)
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Biggest stock movers Tuesday: APLD, CLS, and more
FAA calls for Boeing 737 MAX inspection over incorrectly installed seats
BuzzFeed jumps on plan to cut a third of workforce
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China
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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 Notes
Warner accuses Amazon of poaching employees
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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)
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Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT
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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)
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Biggest stock movers Friday: INTC, SAP, and more
Investment News Quiz - Friday, Jul. 24
Tesla's earnings slump leaves short sellers with over $9B in paper gains this year
Stripe in talks to acquire AI startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/
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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)
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Biggest stock movers Thursday: TSLA, GOOG, NOW, and more
Taco Bell leans on $1 enchirito to reverse tainted lettuce slump
Alphabet's AI spending pushes free cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around
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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)
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Biggest stock movers Wednesday: SMCI, DYN, OKLO, and more
SpaceX faces massive share unlocks as investors brace for insider selling
OpenAI models inadvertently hack Hugging Face system during cyber capability evaluation
What will Tesla say during their next earnings call? – Kalshi
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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)
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Biggest stock movers Tuesday: NBIS, ZION, and more
Snap reaches settlement in social media addiction lawsuit -- report
Crude oil prices haven't climbed as much as some expected in five months of war - why?
TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei
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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)
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Biggest stock movers Monday: BABA, FRVO, and more
Alibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5
Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices
SA Asks: Are memory chipmakers building too much capacity?
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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 Notes
Earnings Calendar
Dividend Roundup
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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)
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Biggest stock movers Friday: NFLX, SPCX, and more
PayPal board views $53B Stripe-Advent takeover bid as inadequate - Reuters
Trump slams ABC, NBC for skipping live speech, calls for license revocation
Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains
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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)
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Biggest stock movers Thursday: TSM, EOSE, ASTS, and more
Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates
Trump considers high-stakes military escalation in Iran - report
SA Asks: Should Disney get out of the streaming business?
SpaceX short sellers notch $3.8B in mark-to-market gains
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 Notes
Money managers say this is the most crowded trade
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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)
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Biggest stock movers Wednesday: PYPL, PNR, and more
History smiles on S&P 500 after CPI signal, Jason Goepfert says
Goldman Sachs raises $10B in high-grade bond sale - report
Trump to headline defense summit in Pennsylvania
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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 revenue
Wonder: The 'Amazon of food' races toward an IPO
Retail investors are selling winners and hunting for the next opportunity
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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)
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Biggest stock movers Tuesday: TSEM, ERIC, and more
Samsung explores potential U.S. ADR listing
Tariff refunds push U.S. June budget deficit to $120B
AstraZeneca inks $1.5B license deal for lung cancer drug
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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 Notes
SpaceX 'built to separate retail investors from their money'
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