Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
10
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)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Wednesday: SMCI, DYN, OKLO, and more<br />SpaceX faces massive share unlocks as investors brace for insider selling<br />OpenAI models inadvertently hack Hugging Face system during cyber capability evaluation<br />What will Tesla say during their next earnings call? – Kalshi<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Pre...
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)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links:<br /><br />Biggest stock movers Tuesday: NBIS, ZION, and more<br />Snap reaches settlement in social media addiction lawsuit -- report<br />Crude oil prices haven't climbed as much as some expected in five months of war - why?<br />TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores...
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)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Monday: BABA, FRVO, and more<br />Alibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5<br />Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices<br />SA Asks: Are memory chipmakers building too much capacity?<br /><br />Sign up for...
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) <br /><br />Show Notes<br />Earnings Calendar<br />Dividend Roundup<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />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
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) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Friday: NFLX, SPCX, and more<br />PayPal board views $53B Stripe-Advent takeover bid as inadequate - Reuters<br />Trump slams ABC, NBC for skipping live speech, calls for license revocation<br />Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sc...
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)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Thursday: TSM, EOSE, ASTS, and more<br />Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates<br />Trump considers high-stakes military escalation in Iran - report<br />SA Asks: Should Disney get out of the streaming business?<br />SpaceX short sellers notch $3.8B in mark-to-market gains<br /><br...
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) <br /><br />Show Notes<br />Money managers say this is the most crowded trade<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />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
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)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Wednesday: PYPL, PNR, and more<br />History smiles on S&P 500 after CPI signal, Jason Goepfert says<br />Goldman Sachs raises $10B in high-grade bond sale - report<br />Trump to headline defense summit in Pennsylvania<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha P...
Big banks fall despite upbeat earnings
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)<br /><br />Show Notes <br />Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue<br />Wonder: The 'Amazon of food' races toward an IPO<br />Retail investors are selling winners and hunting for the next opportunity<br /><br />Episode transcripts: seekingalpha.com/wsb<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium a...
Saronic hits the front line
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)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Tuesday: TSEM, ERIC, and more<br />Samsung explores potential U.S. ADR listing<br />Tariff refunds push U.S. June budget deficit to $120B<br />AstraZeneca inks $1.5B license deal for lung cancer drug<br /><br />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/s...
