Wall Street Breakfast

Super Micro heats up 22.07.2026 5min

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, DYN, OKLO, and moreSpaceX faces massive share unlocks as investors brace for insider sellingOpenAI models inadvertently hack Hugging Face system during cyber capability evaluationWhat will Tesla say during their next earnings call? – KalshiSign 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.

Nebius gets NVDA lift 21.07.2026 4min

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)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: NBIS, ZION, and moreSnap reaches settlement in social media addiction lawsuit -- reportCrude 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: NikkeiSign 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.

FDA's lettuce u-turn 20.07.2026 4min

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BABA, FRVO, and moreAlibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel pricesSA Asks: Are memory chipmakers building too much capacity?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.

Tesla reports as earnings season revs up 19.07.2026 3min

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 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.

Starship stall weighs on SpaceX 17.07.2026 4min

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) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: NFLX, SPCX, and morePayPal board views $53B Stripe-Advent takeover bid as inadequate - ReutersTrump slams ABC, NBC for skipping live speech, calls for license revocationMichael Burry says it's a 'good time' to hunt for Hong Kong stock bargainsSign 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.

TSMC chips in $100B more 16.07.2026 4min

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, EOSE, ASTS, and moreTaiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimatesTrump considers high-stakes military escalation in Iran - reportSA Asks: Should Disney get out of the streaming business?SpaceX short sellers notch $3.8B in mark-to-market gainsSign 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.

Dan Ives launches merchant bank 15.07.2026 4min

Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37) Show NotesMoney managers say this is the most crowded tradeEpisode 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 .

Stripe checks out PayPal 15.07.2026 4min

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PYPL, PNR, and moreHistory smiles on S&P 500 after CPI signal, Jason Goepfert saysGoldman Sachs raises $10B in high-grade bond sale - reportTrump to headline defense summit in PennsylvaniaSign 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.

Big banks fall despite upbeat earnings 14.07.2026 4min

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 revenueWonder: The 'Amazon of food' races toward an IPORetail investors are selling winners and hunting for the next opportunityEpisode 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.

Saronic hits the front line 14.07.2026 4min

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: TSEM, ERIC, and moreSamsung explores potential U.S. ADR listingTariff refunds push U.S. June budget deficit to $120BAstraZeneca inks $1.5B license deal for lung cancer drugSign 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.

Trump says U.S. will run Hormuz for 20% fee 13.07.2026 3min

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 NotesSpaceX 'built to separate retail investors from their money' 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 .

Apple alleges AI heist 13.07.2026 5min

Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32) Wall Street is craving CAKE. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: chip stocks and moreSK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profitsSpaceX sheds 35% from post-IPO peak one month after record debutWhich companies reporting earnings this week show the strongest bullish signals?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.

Earnings, inflation take center stage 12.07.2026 4min

Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01) Show NotesU.S. strikes Iran; Iran strikes Gulf countriesEarnings 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.

Wall Street Roundup: carving up the AI trade 10.07.2026 10min

Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)Show Notes:We're In (The Early Stages Of) A BubbleSteven Cress' Top 10 Stocks For 2026 (Mid-Year Review)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.

SK Hynix lands record U.S. debut 10.07.2026 3min

Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58) Show NotesGolden cross for FinancialsPolymarket wants margin trading 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.

Levi's frayed forecast 09.07.2026 4min

Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: AZN, AP, and moreSK Hynix US listing said to be over seven times oversubscribedMultistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFNJudge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings'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.

Oil futures surge on strikes 08.07.2026 5min

U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: FCEL, BABA, and morePrediction markets see Nasdaq-100 rally cooling after AI surgeSouth Korea's KOSPI enters bear market as AI selloff deepensExxon Mobil signals higher Q2 earnings in boost from oil 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.

We are in a bubble 07.07.2026 5min

Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A BubbleShow Notes:How Much Further Will Gold And Silver Run?aNewFNTranscripts: 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.

Walmart turns up discounts 07.07.2026 4min

Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: CRNX, RIVN, and moreWalmart and Sam's Club Lower Prices to Help Customers Make the Most out of SummerSpaceX lands bullish ratings from Morgan Stanley and Goldman SachsBeer stocks less frothy with Brazil and Mexico out of World Cup—Morgan StanleyAn AI star is bornSign 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.

Wall Street’s bulls, few bears 06.07.2026 5min

Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto stocks, TSLA, and moreComcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6BApple, Nvidia supplier Unimicron aims for $1.4B in global depositary share saleOPEC+ approves another output increase as Hormuz reopening boosts supply outlookSign 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.