Wall Street Breakfast

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...

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) Follow Steve on YouTube , X , and TikTok to catch all of his Wall Street Breakfast episodes! Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analy...

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 . Show links:  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 i...

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

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 . Show links:  Biggest stock movers Wednesday: INTC, VOD, and more Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown EU to propose social media...

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 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 Alp...

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 . Show links:  Biggest stock movers Tuesday: PLAY, ENVA, and more U.S. has weapons in space, Air Force secreta...

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 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 Se...

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

The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough ? (1:16) AI leaders call for slowing the race toward smarter models . (2:17)   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 seeking...