Wall Street Breakfast

JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time . (1:24) Fund managers pile into tech stocks at a six-year high . (2:39).  Show Notes Pharma Bro back in government sights   Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score...

FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character. AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback . (01:50)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: SIX, MU, and more Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring Sign up for our daily newsletter here and for f...

Robert Hall and Michael Woodford win the econ Nobel . (0:14) Anthropic’s multiyear cloud deal with IREN . (1:21) Does the AI boom echo the ‘97 Asian financial crisis ? (2:22)      Show Notes Drinks entrepreneur makes big Churchill Downs bet   Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades...

A $30M crypto target is tied to a GTA 6 (TTWO) threat . (00:41) Amazon (AMZN) is eyeing a $7B AI deal . (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: CCC, BIIB, and more Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g...

JPMorgan , Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine . (1:52)  Show Notes Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades...

Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: HUM, SPCX, and more Take the news quiz Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...

Combo would be a restaurant megadeal . (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru . (2:06)        Show Notes High growth and cash flow ROI discount stocks 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 Al...

The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MRVL, APLD, and more Sign up for our daily newsletter...

Skydance takes on streamers and tech giants . (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips . (1:39)      Show Notes Dan Ives’ top tech stocks for 2027 Webull’s reported China government ties Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, d...

Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning . (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ZIM, STZ, and more Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score...

SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: FRSH, OPCH, CEG and more Google nears billion-dollar deal for nuclear power from Constellation - Bl...

Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal . (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: PTC, QCOM, and more Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO say...

The big story of the day is the jobs report, says Chris Ciaccia , which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00) 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...

Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100 . (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: NKE, SYNA, and more SpaceX launches Crew-13 mission to International Space Station Sign up for our daily newsletter here and fo...

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy ( CEG ) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sco...

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results . (02:03)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: GOOG, INGN, and more Trump announces $500 rebates for nearly 1M Obamacare enrollees Sign up for our d...

Steven Cress shares Quant's perspective on Strong Buy Micron ( MU ) ahead of earnings. Watch on YouTube Show links:  Steven Cress' analysis Wall Street Breakfast with Steven Cress (TGT, BA, MU) Alpha Picks 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...

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: BA, PYXS, NOC, and more Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals Big tech CEOs sign of...

Anthropic seeks $2T while warning AI could threaten humanity . (0:14) OpenAI delays its newest model . (1:36) Researchers find simulated pain can make AI agents turn harmful . (2:30)      Show Notes Oura postpones IPO Study says compute demand needs to hit $6T Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score...

A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)   Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: SMMT, NVTS, and more Jobs and rents could shape the Fed's 2027 path AMD to...

Meta poaches MongoDB chief to build its new enterprise biz . (0:14) Nvidia launches the largest stock buyback in U.S. history . (0:59) Treasury yields surge as the 10-year tops 5.25% . (2:10)      Show Notes AI agents could cause a bank run just doing what they’re told Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qua...

A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: GFI, NIO, and more Nvidia introduces open-source tool to boost AI security California Gov. Newsom signs bill restr...

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher . (2:21)   Show Notes Micron Earnings: Bull Case and Bear Case Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to a...

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 . Show links:  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 fin...

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 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...