Podcast
Wall Street Breakfast
Hosted by Seeking Alpha · EN
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
196episodes
Episodes
Newest firstAll episodes
Amazon revamps AI strategy
4d ago00:03:33Tap to summarizeAmazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56) Show NotesShould SpaceX pay $480/share for Tesla?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.
Transcribe →Chips drag Korea lower
4d ago00:04:59Tap to summarizeKorea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: APLD, CLS, and moreFAA calls for Boeing 737 MAX inspection over incorrectly installed seatsBuzzFeed jumps on plan to cut a third of workforceTaiwan reportedly probes Nvidia office over alleged AI chip smuggling to ChinaSign 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.
Transcribe →OpenAI agent went rogue for days
5d ago00:04:03Tap to summarizeThe agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13) Show NotesWarner accuses Amazon of poaching employeesEpisode 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.
Transcribe →A fine mess for Waymo
5d ago00:04:37Tap to summarizeWaymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: AVGO, FBRX, oil companies, and moreBofA sees August setting up as tough for stocks; dollar, gold favoredMichael Burry ramps up chip shorts, holds TSLA and PLTR betsEuropean rival to SpaceX seeks $300 million at $2 billion valuation: FTSign 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.
Transcribe →Intel flexes on Q2 beat
1w ago00:04:34Tap to summarizeIntel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, SAP, and moreInvestment News Quiz - Friday, Jul. 24Tesla's earnings slump leaves short sellers with over $9B in paper gains this yearStripe in talks to acquire AI startup OpenRouter for ~$10B - reportSandisk's price target cut at Susquehanna/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.
Transcribe →ServiceNow's answer to rogue AI
1w ago00:04:49Tap to summarizeServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, GOOG, NOW, and moreTaco Bell leans on $1 enchirito to reverse tainted lettuce slumpAlphabet's AI spending pushes free cash flow into the red for first timeIBM's second-quarter miss hits lighter second time aroundSign 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.
Transcribe →Super Micro heats up
1w ago00:05:27Tap to summarizeSuper Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, DYN, OKLO, and moreSpaceX faces massive share unlocks as investors brace for insider sellingOpenAI models inadvertently hack Hugging Face system during cyber capability evaluationWhat will Tesla say during their next earnings call? – KalshiSign 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.
Transcribe →Nebius gets NVDA lift
2w ago00:04:35Tap to summarizeNvidia's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: NBIS, ZION, and moreSnap reaches settlement in social media addiction lawsuit -- reportCrude oil prices haven't climbed as much as some expected in five months of war - why?TSMC to raise chip manufacturing prices by up to 10% in 2027: NikkeiSign 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.
Transcribe →FDA's lettuce u-turn
2w ago00:04:18Tap to summarizeThe FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BABA, FRVO, and moreAlibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel pricesSA Asks: Are memory chipmakers building too much capacity?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.
Transcribe →Tesla reports as earnings season revs up
2w ago00:03:42Tap to summarizeFocus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24) Show NotesEarnings CalendarDividend RoundupEpisode 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.
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