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

September 25, 2026 • 4 mins
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.

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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 - re...
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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 Notes
AI spending seen topping 3% of annual GDP

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September 24, 2026 • 4 mins
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) 

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Biggest stock movers Thursday: P, VKTX, MGM, and more
McDonald's puts $8.5B behind its next big comeback 
Hopes...
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September 23, 2026 • 3 mins
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 Notes
The U.S. golden credit card problem

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September 23, 2026 • 6 mins
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) 

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Biggest stock movers Wednesday: WOR, VOYG, and more
Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
Royal Cari...
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September 22, 2026 • 3 mins
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 Notes
The sheer size of AI IPO dominance

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September 22, 2026 • 4 mins
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) 

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Biggest stock movers Tuesday: UBS, VICR, and more
'Trump TV' debuts on YouTube as major networks suspend White House pool coverage
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September 21, 2026 • 3 mins
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 Notes
Bond market volatility a driver again

Episode transcripts seekingalpha.com/wsb.

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September 21, 2026 • 4 mins
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) 

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Biggest stock movers Monday: WBD, PSKY, and more
Paramount may face $30M fine per missed film under settlement terms: Bloomberg
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September 20, 2026 • 4 mins
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 Notes
Trump polls to rebrand AI
Journalists barred from White House
Earnings Calendar
Dividend Roundup

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It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)

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September 18, 2026 • 4 mins
Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43) 

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Biggest stock movers Friday: XENE, NUE, and more
Jensen Huang says Nvidia will double chip volume next ye...
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Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)

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September 17, 2026 • 5 mins
Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: GNRC, FLNC, and more
SA Asks: What was the main takeaway from the FOMC's rate decision?
China's Huawei sets 2027 launch for new AI chips as it...
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The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)     

Show Notes
‘Dose of accommodation’ removed: Warsh

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September 16, 2026 • 4 mins
SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00)  

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: INTC, VOD, and more
Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown
EU to pr...
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September 15, 2026 • 3 mins
A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57)     

Show Notes
A history of good and bad tech predictions

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September 15, 2026 • 5 mins
One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: PLAY, ENVA, and more
U.S. has weapons in space, Air Force secretar...
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September 14, 2026 • 3 mins
Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06)     

Show Notes
Goldman update long duration basket

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September 14, 2026 • 5 mins
Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09)  

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: AI, chip stocks, and more
Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027
Michael Burry cal...
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