Wall Street Breakfast

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...

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)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: P, VKTX, MGM, and more McDonald's puts $8.5B behind its next big comeback  Hopes...

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 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...

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)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: WOR, VOYG, and more Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales Royal Cari...

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 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 Premiu...

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)  Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: UBS, VICR, and more 'Trump TV' debuts on YouTube as major networks suspend White House pool coverage Falcon...

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 . 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 seekin...

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)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: WBD, PSKY, and more Paramount may face $30M fine per missed film under settlement terms: Bloomberg...

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 Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst...

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) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

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)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: XENE, NUE, and more Jensen Huang says Nvidia will double chip volume next...