Wall Street Breakfast
Wall Street Breakfast
Seeking Alpha
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, SAP, and moreInvestment News Quiz - Friday, Jul. 24Tesla's earnings slump leaves short sellers with over $9B in paper gains this yearStripe in talks to acquire AI startup OpenRouter for ~$10B - reportSandisk's price target cut at Susquehanna/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.
Jul 24
4 min
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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, GOOG, NOW, and moreTaco Bell leans on $1 enchirito to reverse tainted lettuce slumpAlphabet's AI spending pushes free cash flow into the red for first timeIBM's second-quarter miss hits lighter second time aroundSign 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.
Jul 23
4 min
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)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.
Jul 22
5 min
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)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.
Jul 21
4 min
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)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.
Jul 20
4 min
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 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.
Jul 19
3 min
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) 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.
Jul 17
4 min
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)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.
Jul 16
4 min
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 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 .
Jul 15
4 min
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)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.
Jul 15
4 min
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