Wall Street Breakfast

Moderna's (MRNA) cancer vaccine clears a hurdle , but the stock hits a wall. (00:13) Tower stocks (CCI) (AMT) soar as investors size up a major opportunity . (01:29) Kohl's (KSS) gets a rare buy rating. (02:25)  Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SKHY, MRNA, DECK, and more Sign up for our daily newsletter here and for full access to analyst ratings,...

Tesla shares slip as analysts clash over its future . (0:14) IBM warns companies are questioning returns on AI spend . (1:17) Anthropic unveils agent Claude Duet . (2:24)      Show Notes American Airlines fuel costs soar 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...

AI uncovered a years-old threat lurking in the web’s code. (00:14) Meta (META) beat earnings expectations, but its legal troubles just got more expensive. (01:48) Alibaba (BABA) shares slide as China turns up the pressure on e-commerce. (02:45)  Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSLA, BABA, and more Sign up for our daily newsletter here and for f...

Netflix shares slide after revenue growth hits 3-year low . (0:14) Trump wants datacenters to generate their own electricity . (1:55) Alarm bells go off at this 10-year yield level. (2:34)      Show Notes Super Micro Computer rallies Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscrib...

SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up . (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800. (02:22)   Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: NFLX, SPCX, and more Sign up for our daily newsletter here and for full access to a...

United Airlines CEO Scott Kirby backs a national wealth tax . (0:14) ‘Magic: The Gathering’ drives Hasbro beat . (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19)      Show Notes Oppenheimer’s top 50 Buy list 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 Seeki...

3M (MMM) pops on Amazon (AMZN) deal . (00:14) Starboard Value has a new target . (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04)  Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: MMM, RAIL, and more Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking...

Google cuts quantum computing errors by a factor of 40 . (0:14) Goldman ups CoreWeave after selloff . (1:49) Elon Musk promises SpaceX shares to every American child . (2:29)      Show Notes Defensive stocks with Quality attributes 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...

Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia 's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09)  Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: INTC, SPCX, and more Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades...

SpaceX , Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan . (2:07) Elon Musk promises a ‘sentient’ Roadster . (2:39) 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, subscribe to Alpha at seekingalpha.com/s...

Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14)  Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: TSLA, CNS, and more   Southwest Airlines expands loyalty benefits, adds premium travel offerings Sign up for our daily newsletter here and for full access...

Anthropic's revenue growth slows , raising questions about AI spending. (0:14) Wholesale inflation surges , but Treasury yields slide . (1:08) FMC plunges after slashing outlook . (2:24)      Show Notes Car dealerships grapple with delayed repairs Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g...

CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club . (01:47) Wrangler (KTB) is getting the spotlight . (02:18)  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.c...

Hotter core inflation sends Treasury yields climbing again . (0:14) BofA slumps after disappointing Q3 profit . (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)      Show Notes Who’s doing the earnings heavy lifting? Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, s...

Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: DELL, LQDA, ENVX and more SpaceX launches 35th NASA cargo mission with medical research to ISS Sign up fo...

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...