Wall Street Breakfast

Episodios

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  SK Hynix reportedly eyes U.S. memory play 16.09.2026 4m

  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 restrictions for kids under 13Retail traders chased cyber options but skipped the stocksSign 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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  Trump says AI takeover is a hoax 15.09.2026 3m

  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 at seekingalpha.com/subscriptions.
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  Alarm bells on Wall Street 15.09.2026 5m

  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 confirmsChevron CEO Wirth, other U.S. oil executives warn global fuel crisis has arrivedU.S. 10-year Treasury yield climbs to highest level since 2007 ahead of Fed decisionSign 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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  Tesla Roadster could finally take flight 14.09.2026 3m

  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 Alpha Premium at seekingalpha.com/subscriptions .
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  Oil's new chokepoint 14.09.2026 5m

  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’ slowdown push ‘self-serving’AI, chip stocks fall as tech CEOs urge caution on development paceSign 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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  Fed faces a rate hike reckoning 13.09.2026 4m

  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/subscriptions.
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  Oracle's growth spell 11.09.2026 4m

  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: Brace For Impact With Top Growth And Income StocksSign 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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  Treasury yields hit Financial Crisis highs 10.09.2026 4m

  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 Alpha Premium at seekingalpha.com/subscriptions .
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  Trump's ballot box bonus plan 10.09.2026 4m

  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 agents used at least 10 more sites for unauthorized comms: ReutersSign 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 researcher warns AI could kill us all 09.09.2026 5m

  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 Premium at seekingalpha.com/subscriptions .
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  Chime finds its Stride 09.09.2026 5m

  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, echoing other expert warningsUS intel warns Silicon Valley: Major Chinese AI developers harvesting US model dataQualcomm jumps as it teams with Amazon on next-gen AI data center dealSign 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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  Nvidia CEO says AGI has arrived 08.09.2026 4m

  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 Seeking Alpha Premium at seekingalpha.com/subscriptions .
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  Canada's tariffs go live 08.09.2026 5m

  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?Labor Day week has a nasty history for the S&P 500Trump says he made ‘hundreds of billions’ on stocks for U.S.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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  Inflation puts Fed rate hike on the line 06.09.2026 4m

  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 scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.
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  A tough stretch for lululemon 04.09.2026 6m

  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 Quiz - Friday, Sep. 4What's shaping the geography of U.S. AI data centers?Elon Musk’s super PAC spends $800K on key Republican midterm racesOil trends toward biggest weekly gain since July; ING raises price forecastSign 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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  Ford bets big on $30K electric truck 03.09.2026 3m

  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 Seeking Alpha Premium at seekingalpha.com/subscriptions.
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  Broadcom beat meets high hopes 03.09.2026 5m

  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 up with Google, Tesla, Sunrun on Bay Area virtual power plantAI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be The CureSign 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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  Uber cuts jobs to go simpler and faster 02.09.2026 3m

  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 Premium at seekingalpha.com/subscriptions.
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  A Dell of a quarter 02.09.2026 4m

  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 cybersecurity Infrastructure unprepared for AIU.S. diesel price soars to more than four-year high as Trump ramps up pressure on refinersSign 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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  The bond yield America can't afford 01.09.2026 3m

  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 seekingalpha.com/subscriptions.