Wall Street Breakfast

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

Episodes

June 18, 2026 3 mins
Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31)     

Show Notes
Dollar hits highest level since May ‘25

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Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth. (02:18)

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Biggest stock movers Thursday: INTC, RUM, SPRO and more
Warsh the hawk is all talk, Pantheon says
The Fed will have to raise rates later this year -- Steve Case
SK Hynix ships s...
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Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)

Show Notes
Fed Task Force Five
Statement slashed
Connect the dots? Not on Warsh’s watch 

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June 16, 2026 3 mins
Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)     

Show Notes GDP in gold terms at century low

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June 16, 2026 4 mins
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June 15, 2026 3 mins
Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX.  (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)     

Show Notes
Burgers, not bonds: what Americans really search for in business news

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June 15, 2026 3 mins
Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)    

Show Notes
Anthropic scrambles to work with White House
Does a Knicks championship mean a market top?  

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June 14, 2026 4 mins
Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)

Show Notes
World Cup of Stocks: which team is Nvidia?
Earnings Calendar
Dividend Roundup

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SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)

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June 11, 2026 4 mins
Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08)

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Biggest stock movers: ORCL, HUMA, and more
Trump reveals U.S. effort to remove 'millions of barrel...
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June 10, 2026 2 mins
May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)     

Show Notes
Chewy results better than feared      

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June 10, 2026 4 mins
Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25)

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Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more
BYD chairman Wang Chuanfu bets o...
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June 9, 2026 3 mins
Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17)     

Show Notes
Retail investors swap meme stocks for profit stocks      

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June 9, 2026 4 mins
Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore. (00:14) Sirius XM (SIRI) to join S&P MidCap 400; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58)

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Biggest stock movers Tuesday: APLD, QCOM, and more
SpaceX set for early entry into MSCI indexes after IPO
OpenAI confidentially...
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Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi. (1:49)     

Show Notes
AI picks World Cup winners and dark horses
Jensen juices tech stocks        

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June 8, 2026 4 mins
Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan.

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Biggest stock movers Monday: NRIX, HON, and more
Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen...
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June 7, 2026 3 mins
SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13)  

Show Notes
Siri to star at Apple WWDC
Earnings Calendar
Dividend Roundup

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Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)

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