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
Costco checks out strong
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.
Sep 25
4 min
Oracle raises alarm over AI datacenter
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.
Sep 24
3 min
Judge gives press a pass
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.
Sep 24
4 min
Morgan Stanley email exposes deal secrets
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.
Sep 23
3 min
US diesel dilemma
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.
Sep 23
6 min
Shopify gives Meta's AI agent a home
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.
Sep 22
3 min
Tech rally takes a breath
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.
Sep 22
4 min
Yankee stake sale could value team at $12B
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.
Sep 21
3 min
Musk's Texas tunnel vision
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.
Sep 21
4 min
Trump-Xi meet to talk rare earths, AI
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.
Sep 20
4 min
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