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
January 16, 2026 • 6 mins
Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00)
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Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks redu...
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Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks redu...
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January 15, 2026 • 5 mins
Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)
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Bank CEOs push back against Trump’s call for credit card interest rate cap
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthl...
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Bank CEOs push back against Trump’s call for credit card interest rate cap
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthl...
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January 14, 2026 • 4 mins
Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)
Show Notes
Biggest hedge funds shorts
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Show Notes
Biggest hedge funds shorts
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.
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January 14, 2026 • 5 mins
Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12)
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Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China...
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Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China...
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January 13, 2026 • 4 mins
December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)
Show Notes
Denny’s goes private
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Show Notes
Denny’s goes private
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January 13, 2026 • 5 mins
Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)
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JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant
Sign u...
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JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant
Sign u...
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January 12, 2026 • 3 mins
Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)
Show Notes
Odds of Powell staying longer soar
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Show Notes
Odds of Powell staying longer soar
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January 12, 2026 • 6 mins
Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30)
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Biggest stock movers Monday: Credit card firms, SNCY, WMT and more
Trump says he knows nothing about Fed...
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Biggest stock movers Monday: Credit card firms, SNCY, WMT and more
Trump says he knows nothing about Fed...
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January 11, 2026 • 4 mins
Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53)
Show Notes
Earnings Calendar
Dividend Roundup
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Show Notes
Earnings Calendar
Dividend Roundup
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January 9, 2026 • 17 mins
America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).
Episode transcripts: seekingalpha.com/wsb
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Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
I...
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Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
I...
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January 9, 2026 • 5 mins
Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)
Episode transcripts seekingalpha.com/wsb.
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Take the news quiz
Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says ...
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Take the news quiz
Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says ...
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January 8, 2026 • 3 mins
JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)
Show Notes
Top stock picks for January’s ‘dash to trash’
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Show Notes
Top stock picks for January’s ‘dash to trash’
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January 8, 2026 • 5 mins
Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)
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Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in ...
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Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in ...
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January 7, 2026 • 4 mins
Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13)
Show Notes
New GIFsentiment indicator gauges market mood
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Show Notes
New GIFsentiment indicator gauges market mood
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 seekingal...
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January 7, 2026 • 5 mins
Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)
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Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin price...
Episode transcripts seekingalpha.com/wsb.
Show links:
Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin price...
Mark as Played
January 6, 2026 • 4 mins
D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)
Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?
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Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?
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 a...
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January 6, 2026 • 5 mins
Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48)
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Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvi...
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Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvi...
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January 5, 2026 • 4 mins
Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)
Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager
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 ...
Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager
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 ...
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January 5, 2026 • 6 mins
Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)
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Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
...
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Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
...
Mark as Played
January 4, 2026 • 4 mins
Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)
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.
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