Wall Street Breakfast

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...

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...