Wall Street Breakfast

TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea . (02:13) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSM, EOSE, ASTS, and more Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates Trump consi...

Yorkville Ives to  focus on AI revolution . (0:12) Wholesale inflation cools . (1:41) CoreWeave explores hedging memory-chip prices . (2:37)      Show Notes Money managers say this is the most crowded trade 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...

Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts . (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: PYPL, PNR, and more History smiles on S&P 500 after CPI signal, Jason Goepfert says Goldman Sachs raises $10B in high-grade bond sale - report Trum...

Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45) Show Notes  Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue Wonder: The 'Amazon of food' races toward an IPO Retail investors are selling winners...

A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico . (02:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: TSEM, ERIC, and more Samsung explores potential U.S. ADR listing Tariff refunds push U.S. June budget deficit to $120B AstraZeneca inks $1.5B license deal for lung cancer d...

Trump reinstates  Strait of Hormuz blockade . (0:15) SK Hynix plunges after U.S. debut . (1:11) Jersey Mike's targets $12B valuation . (2:00)      Show Notes SpaceX 'built to separate retail investors from their money' 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 A...

Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32)  Wall Street is craving CAKE . (02:31) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: chip stocks and more SK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profits SpaceX sheds 35% from post-IPO peak one month after record debut Which companies reporting earnings...

Will AI earnings eclipse big bank reports ? (0:17) Taiwan Semi , ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)   Show Notes U.S. strikes Iran; Iran strikes Gulf countries 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...

Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00) Show Notes: We're In (The Early Stages Of) A Bubble Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review) Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

Chipmaker completes largest foreign U.S. share sale . (0:16) PepsiCo flags gas price squeeze . (1:20) Global oil demand seen down for ‘26 . (1:58)     Show Notes Golden cross for Financials Polymarket wants margin trading   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 See...

Levi beat on revenue and profit. (00:13)  Shares fell anyway . Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: AZN, AP, and more SK Hynix US listing said to be over seven times oversubscribed Multistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFN Judge appro...

U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: FCEL, BABA, and more Prediction markets see Nasdaq-100 rally cooling after AI surge South Korea's KOSPI enters bear market as AI selloff d...

Analyst Clem Chambers  explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from:  We're In (The Early Stages Of) A Bubble Show Notes: How Much Further Will Gold And Silver Run? aNewFN Transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst rati...

Walmart (WMT) cuts prices . (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: CRNX, RIVN, and more Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer SpaceX lands bullish ratings from Morgan Stanley and Goldman Sa...

Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K . (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Crypto stocks, TSLA, and more Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share s...

SpaceX exits quiet period and enters Nasdaq 100 . (0:17) PepsiCo headlines light earnings calendar . (1:16) ‘Ghost ticketing’ investigation . (2:23) Show Notes Tesla limits employee AI use 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/subscriptions...

Payrolls weak but unemployment rate dips . (0:15) Memory-chip stocks sink again . (1:20) 7-Eleven sues Nike . (2:02)      Show Notes Dan Ives exits Wedbush 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 .

Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: FIZZ, CANF, and more Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring Taiwa...

Meta explores selling excess AI compute . (0:15) Nike beats, but China weak . (1:02) Private jobs gains fall short . (1:54)      Show Notes William Blair Conviction List AOL public again (sorta) 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...

Record heat tests power grid . (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale . (02:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NKE, BE, and more Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce Nike's headline FQ4 beat not enough to win over Wall Street Which stocks fueled—and h...

Warren Buffett delays donation pending Epstein review . (0:15) Oppenheimer turns cautious on banks . (1:50) NBCUniversal eyeing video games post-split . (2:26)      Show Notes The AI pendulum has swung too far 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 Prem...

Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it . (01:15) The pressure is on for the Swoosh (NKE). (02:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ABVX, AVAV, and more Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done' Amazon to pay $2.25M to settle...

NBCUniversal to be separate public company . (0:15) Charter jumps after talks with SpaceX . (0:54) Polymarket's ‘Donk’ dispute . (1:33)      Show Notes The biggest contributors to S&P earnings growth 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...

South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI : Honda (HMC) changes lanes. (01:58)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: GME, BTI, and more Dutch World Cup fans discover America’s biggest attraction: Its suburbs DOJ dropped Abbott baby formula criminal pr...

June's employment numbers hit Thursday . (0:17) Nike earnings: cheap stock or still a Sell ? (1:13) Middle East tensions rise as hostilities around Iran escalate again . (1:58)   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 Alph...