Wall Street Breakfast

Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble . (01:07) FTC targets Amazon (AMZN) ads. (02:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LZB, SPCX, and more U.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - report SpaceX is buying Cursor for $60B. What exactly is Cursor? Burgers, not bonds: what...

Pizza Hut in  a $2.7B breakup . (0:15) Rackspace-AMD deal . (1:28) Walmart takes on early Prime Day . (1:50)      Show Notes GDP in gold terms at century low 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 .

Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck . (01:18) Yum! (YUM) gives KFC a makeover . (01:57) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: SPCX, QCOM, and more AI stocks with real revenue growth: Who's leading the pack? U.S. GDP in gold terms falls to more than century low Michael Burry touts Fiserv stock after CEO exit extends...

Fox gets 100M streaming households . (0:15) Musk sees $1T revenue for SpaceX .  (1:04) Odds for Anthropic and OpenAI IPOs slip . (1:49)      Show Notes Burgers, not bonds: what Americans really search for in business news 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 Seekin...

Deal expected to be signed Friday . (0:16) Stocks rise as oil tumbles . (1:07) U.K. announces social media ban . (2:01)     Show Notes Anthropic scrambles to work with White House Does a Knicks championship mean a market top?   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...

Warsh faces credibility questions . (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models . (1:57) Show Notes World Cup of Stocks: which team is Nvidia? 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 seekingalph...

SpaceX's  historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35) 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 .

SpaceX (SPCX), a record rocket ride ?  (00:16) Adobe's (ADBE) reward? A selloff . (02:50) Trump sees a deal . (03:57)  Episode transcripts: seekingalpha.com/wsb Show links:  Biggest stock movers Friday: Space stocks, ADBE, and more Nasdaq-100 shakeup rewards winners, ejects laggards World Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war fallout World Cup of Stocks:...

Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers: ORCL, HUMA, and more Trump reveals U.S. effort to remove 'millions of...

May core inflation rose less than expected . (0:15) Super Micro slumps as it seeks up to $7B for server capacity . (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)      Show Notes Chewy results better than feared       Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, d...

Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more BYD chairman Wang Chuanfu bets...

Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts . (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17)      Show Notes Retail investors swap meme stocks for profit stocks       Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, sto...

Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore . (00:14) Sirius XM (SIRI) to join S&P MidCap 400 ; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: APLD, QCOM, and more SpaceX set for early entry into MSCI indexes after IPO OpenAI confiden...

Intel jumps after Google and Nvidia evaluate AI chip production . (0:15) Paramount Skydance weighs asset divestitures for EU deal approval . (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi . (1:49)      Show Notes AI picks World Cup winners and dark horses Jensen juices tech stocks         Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here...

Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan. Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: NRIX, HON, and more Tech sell-off can be a buying opportunity, says Nvidia CEO...

SpaceX begins trading on the Nasdaq on Friday. Is valuation too much ? (0:17) May CPI expected to show renewed pressures as rate hike odds rise . (1:30) Oracle earnings spotlight AI cloud growth. (2:13)   Show Notes Siri to star at Apple WWDC Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings,...

Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00) 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 .

lululemon athletica's (LULU)  struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: LULU, DOCU, and more The summer box offi...

Quantinuum ushers in the commercial quantum era . (0:16) CrowdStrike falls despite raising guidance and stock split . (0:56) Job cuts rise as companies restructure for AI . (1:44)      Show Notes The stocks poised to win the World Cup Bots top human internet traffic     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qu...

Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CRWD, AVGO, and more Netflix explores voice AI, genera...

SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit . (1:41)      Show Notes Ford issues ‘do not drive’ advisory     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscrib...

Bitcoin (BTC-USD) lags equities as ETF outflows mount ; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GME, MRVL, and more Google just said it plans to...

Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker . (0:15) Hewlett Packard Enterprise jumps on outlook . (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)      Show Notes William Blair updates its Conviction List   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qua...

Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026 ? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)    Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: HPE, MCHP, and more Microsoft B...

Nvidia unveils new AI chips and agentic AI partnerships . (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed . (1:34)   Show Notes Record IPO year at hand Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, sub...