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
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Wall Street Roundup: AI trade passes the baton
Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)<br /><br />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.
LULU's discount dilemma
lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Friday: LULU, DOCU, and more<br />The summer box office blitz is starting to heat up<br />CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand<br />Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says<br /><br />Sign up for o...
Quantinuum IPO pops on Nasdaq debut
Quantinuum ushers in the commercial quantum era. (0:16) CrowdStrike falls despite raising guidance and stock split. (0:56) Job cuts rise as companies restructure for AI. (1:44) <br /><br />Show Notes<br />The stocks posed to win the World Cup<br />Bots top human internet traffic <br /><br />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.
Broadcom beat not enough
Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Thursday: CRWD, AVGO, and more<br />Netflix explores voice AI, generative tech to cure 'content overload' frustration<br />U.S. House of Representatives vote to restrict Trump's military actions in Iran<br />Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike a...
SpaceX targets record IPO
SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41) <br /><br />Show Notes<br />Ford issues ‘do not drive’ advisory <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.
Bitcoin's great withdrawal
Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Wednesday: GME, MRVL, and more<br />Google just said it plans to spend $80B more on AI. Which companies might benefit?<br />GameStop rallies after record Q1 operating income tally, new $2B buyback program<br />Microsoft flexes AI muscles with new in-house models, agents and quantum chips at B...
Huang sees Marvell's trillion-dollar path
Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33) <br /><br />Show Notes<br />William Blair updates its Conviction List <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.
Alphabet Wants $80B
Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)<br /> <br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Tuesday: HPE, MCHP, and more<br />Microsoft Build: What to expect<br />Damaged Blue Origin pad may not be restored until 2028, NASA official says<br />McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A<br />OpenAI sued by Florida over alleged AI...
Nvidia expands its AI ambitions
Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34) <br /><br />Show Notes<br />Record IPO year at hand<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.
Berkshire builds on Taylor Morrison
Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br /><br />Biggest stock movers Monday: TMHC, NVDA, and more<br /><br />At a glance: stocks gapping down premarket<br />At a glance: stocks gapping up premarket<br />SoftBank dethrones Toyota as Japan's most valuable company<br />Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops<br />Trump says Iran 'really wants to ma...
