Wall Street Breakfast

Epizody

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  Jobs report - bad news is good news 02.10.2026 5min

  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/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.
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  No sprint for Nike yet 02.10.2026 6min

  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/wsbShow links: Biggest stock movers Friday: NKE, SYNA, and moreSpaceX launches Crew-13 mission to International Space StationSign 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.
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  All about AI 01.10.2026 8min

  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/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.
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  Constellation's big power play 01.10.2026 5min

  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) Episode transcripts: seekingalpha.com/wsbShow links: Biggest stock movers Thursday: GOOG, INGN, and moreTrump announces $500 rebates for nearly 1M Obamacare enrolleesSign 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.
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  Micron on top 30.09.2026 8min

  Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTubeShow links: Steven Cress' analysisWall Street Breakfast with Steven Cress (TGT, BA, MU)Alpha PicksEpisode 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.
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  Target extends value drive 30.09.2026 5min

  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.Show links: Biggest stock movers Wednesday: BA, PYXS, NOC, and moreFord CEO: It’s not too late for U.S. to fend off Chinese EV rivalsBig tech CEOs sign off on Trump's 'super intelligence' safety accordDeepSeek unveils Huawei AI chip software to challenge NvidiaWednesday’s Economic CalendarSign 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.
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  Anthropic wants $2T, warns AI could kill us 29.09.2026 3min

  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 NotesOura postpones IPOStudy says compute demand needs to hit $6TEpisode 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.
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  Federal boost for Navitas 29.09.2026 6min

  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.Show links:Biggest stock movers Tuesday: SMMT, NVTS, and moreJobs and rents could shape the Fed's 2027 pathAMD to acquire World Labs in $8.2B all-stock dealTop 4 Stocks For Q4: Buy The September DipSign 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.
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  Meta poaches MongoDB CEO for AI push 28.09.2026 3min

  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 NotesAI agents could cause a bank run just doing what they’re told 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/subscriptions.
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  SK Hynix hit by IPO concerns 28.09.2026 4min

  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.Show links: Biggest stock movers Monday: GFI, NIO, and moreNvidia introduces open-source tool to boost AI securityCalifornia Gov. Newsom signs bill restricting meme coins tied to public officialsMichael Burry: Trump 'cannot afford' to let AI boom failSign 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.
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  AI safety fears hit Washington 27.09.2026 3min

  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 NotesMicron Earnings: Bull Case and Bear CaseEarnings 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.
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  Costco checks out strong 25.09.2026 4min

  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.Show links: 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 - reportSign 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.
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  Oracle raises alarm over AI datacenter 24.09.2026 3min

  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 NotesAI spending seen topping 3% of annual GDPEpisode 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.
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  Judge gives press a pass 24.09.2026 4min

  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.Show links: Biggest stock movers Thursday: P, VKTX, MGM, and moreMcDonald's puts $8.5B behind its next big comeback Hopes for a new Boeing-China deal fade - reportIs DraftKings betting big on losing gamblers?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.
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  Morgan Stanley email exposes deal secrets 23.09.2026 3min

  Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)     Show NotesThe U.S. golden credit card problemEpisode 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.
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  US diesel dilemma 23.09.2026 6min

  A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: WOR, VOYG, and moreTrump July disclosure: 1,156 trades, Microsoft and Amazon among largest salesRoyal Caribbean to buy 50% stake in Sandals Resorts for $3BNovo eyes hair-loss market as Ozempic maker looks to diversifySign 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.
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  Shopify gives Meta's AI agent a home 22.09.2026 3min

  Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)     Show NotesThe sheer size of AI IPO dominanceEpisode 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.
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  Tech rally takes a breath 22.09.2026 4min

  Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: UBS, VICR, and more'Trump TV' debuts on YouTube as major networks suspend White House pool coverageFalcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJDollar General CEO says even $100k earners shopping like bargain huntersSign 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.
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  Yankee stake sale could value team at $12B 21.09.2026 3min

  Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)     Show NotesBond market volatility a driver againEpisode 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.
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  Musk's Texas tunnel vision 21.09.2026 4min

  Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: WBD, PSKY, and moreParamount may face $30M fine per missed film under settlement terms: BloombergN.Y. Yankees near deal giving Apollo 16% stake in storied franchiseOil supertanker shortage: Another risk for gas pricesSign 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.