Wall Street Breakfast

Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: ORCL, ACVA, and more SpaceX signs $1 billion-a-month AI hosting deal DeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK Hynix It's Septem...

PPI and ECB hike boosts longer yields . (0:14) Anthropic maps how AI could reshape the economy . (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue . (2:58)    Show Notes This retro name is the fastest growing soft drink 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 t...

A $5,000 check— if voters deliver . (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: AVAV, AEO, and more FDA investigates salmonella outbreak linked to broccoli sprouts AI spending cools at biggest-spending firms as model wars intensify OpenAI’s ro...

Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy . (1:36) Meta rallies after unveiling agent Muse . (2:20)    Show Notes NASA wants ideas for moon living 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...

Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war . (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43)  Episode transcripts seekingalpha.com/wsb . Show links:  Apple launch event: CEO Ternus' first big test Biggest stock movers Wednesday: LAC, TTAN, and more Anthropic researcher quits over AI safety fear...

Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook . (2:02) Pepsi moves beyond chips and soda in an Ozempic world . (2:19)    Show Notes Memory stocks breaking out, Goldman says 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...

Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZIM, NVS, and more SA Asks: How concerned should investors be about surging global bond yi...

August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending . (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years . (2:23)   Show Notes Does Trump want the dollar-loonie parity? Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qu...

Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling . (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: IOT, LULU, DSS and more Investmen...

Ford targets 100K sales for its new Ford Fathom . (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI . (1:59)    Show Notes The case for buying stocks when the Fed hikes Walmart delivering Dunkin’ Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subsc...

An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia . (02:32)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: SNOW, HPE, and more Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript Most shorted stocks on Wall Street PG&amp...

Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows . (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27)    Show Notes SiriusXM gets a vote of confidence 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...

An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: DELL, CRDO, and more Michael Burry’s portfolio: How his bullish and bearish bets fared In August Palo Alto CEO warns $1T in c...

Treasury yields continue to climb . (0:16) GoPro soars on Markiplier report . (1:46) Wall Street tells law firms AI should lower their bills . (2:01)    Show Notes William Blair’s latest stock Conviction 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 Seeking Alpha Premi...

One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible . (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking. (02:45)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: NVS, NIO, and more Apple’s $4.6T test: Can Ternus build what comes next? Trump says da...

BoE’s Bailey warns AI could threaten financial stability . (0:15) California wildfire legislation tanks PG&E and Edison . (1:40) Chery eyes an IPO for humanoid robot unit . (2:12)      Show Notes  Retail investor ready for a vacation from buy-the-dip Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, div...

Oil jumps, futures fall : Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17 billion deal. (01:49) 5 Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Energy stocks and more BOE chief warns G20 of AI threats to financial sta...

August’s jobs report could cement a September rate hike . (0:17) Broadcom earnings give another look at the AI spending . (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56) Show Notes Cybercab unveil this week 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...

Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button . (00:15) Anthropic scores a courtroom win . (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: PYPL, MRVL, and more U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios What will Warsh s...

White House mulling a new round of tariffs on semis . (0:14) Okta rallies after earnings . (1:03) Jobless claims dip ahead of Warsh at Jackson Hole . (2:16)      Show Notes  “Grand Theft Auto 6” preview debuts on Netflix 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...

Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring . (01:47) Wendy's (WEN) rally faces a reality check . (02:43)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: NVDA, OKTA, and more What is Hugging Face? Russia prepares Ukraine escalation as talks collapse - report U.S. cracks down...

Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky . (1:38) Abercrombie soars nearly 40% . (2:58)      Show Notes  The big cost of seeing every NFL game 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 seeking...

Target’s (TGT) latest controversy . (00:14) SpaceX (SPCX) is planning a massive new Starship complex . (01:14) Walmart (WMT) is embracing contactless payments. (02:22) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SYRE, INTU, SAP and more Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report DICK'S Sporting Goods plunges 31% after e...

OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges . (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27).    Show Notes United Airlines announces new international routes Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high . (01:34) Another Cybertruck (TSLA) price hike is here. (02:19)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: BE, INTC, and more SpaceX plans first Nvidia-powered AI satellite launches for late 2027 Micron Technology di...