Wall Street Breakfast

Episod

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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.
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  Trump-Xi meet to talk rare earths, AI 20.09.2026 4min

  Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)Show NotesTrump polls to rebrand AIJournalists barred from White HouseEarnings 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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  Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash) 18.09.2026 21min

  It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)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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  Intapp makes its AI case 18.09.2026 4min

  Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: XENE, NUE, and moreJensen Huang says Nvidia will double chip volume next year amid strong AI demandChinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: reportAmazon ordered to expand payment and eligibility threshold under Prime settlementSign 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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  Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) 17.09.2026 12min

  Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)Follow Steve on YouTube, X, and TikTok to catch all of his Wall Street Breakfast episodes!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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  Amazon supercharges Generac 17.09.2026 5min

  Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: GNRC, FLNC, and moreSA Asks: What was the main takeaway from the FOMC's rate decision?China's Huawei sets 2027 launch for new AI chips as it targets NvidiaTrump orders block on Canadian goods for US federal contractsSign 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 hikes rates for the first time in three years 16.09.2026 3min

  The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)     Show Notes‘Dose of accommodation’ removed: WarshEpisode 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 reportedly eyes U.S. memory play 16.09.2026 4min

  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 3min

  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 5min

  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 3min

  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 5min

  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.