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Wall Street Breakfast
Seeking Alpha
1000 episodes
22 hours ago
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb
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Business News
Business,
Investing,
News
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All content for Wall Street Breakfast is the property of Seeking Alpha and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb
Show more...
Business News
Business,
Investing,
News
Episodes (20/1000)
Wall Street Breakfast
Showtime for AI at CES Vegas
Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)

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.
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1 day ago
4 minutes

Wall Street Breakfast
A positive start for markets in 2026?
Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links:
Top Stocks 2026
Biggest stock movers Friday: BIDU, NIO, and more
What analysts are predicting for 2026
Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand
Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut
Take the news quiz

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
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3 days ago
4 minutes

Wall Street Breakfast
Crack open a cold one for 2026
What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)

Show Notes
All J.P. Morgan’s stock picks for 2026

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.
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5 days ago
4 minutes

Wall Street Breakfast
Twelve headlines. One year. 2025
Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic government shutdown, investors were forced to constantly reassess risk and opportunity.

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
January: Chinese AI lab DeepSeek rattles Silicon Valley 
February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs 
March: What's next for quantum computing stocks?
April: Trump announces tariffs
May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment
June: Trump, Musk in public spat over spending bill
July: Westinghouse plans to build 10 large nuclear reactors
August: Trump moves to fire Fed Governor Lisa Cook
September: Google not required to sell Chrome in antitrust remedy ruling
October: Bureau of Labor Statistics to shut down during government shutdown
November: Michael Burry to shut down hedge fund
December: Cannabis stocks selling...
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5 days ago
6 minutes

Wall Street Breakfast
SoftBank makes good on huge OpenAI investment
SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)

Show Notes
Is silver in a bubble? Quant vs. Analyst
Steve Cress’ Top Stocks for 2026 – sign up today

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.
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6 days ago
4 minutes

Wall Street Breakfast
Meta snaps up Manus
Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass
SA Asks: Would SpaceX stock be a good investment?
Silver slammed in biggest one-day drop since 2021, gold also plunges
Samsung wins annual U.S. approval for chipmaking tool shipments to China - report

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6 days ago
4 minutes

Wall Street Breakfast
Silver tumbles after breakneck run
Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)

Show Notes
Evercore’s top internet stock for 2026    

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.
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1 week ago
4 minutes

Wall Street Breakfast
Costly click for Coupang
Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Coupang, Sable Offshore
Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace
Silver is now the third most valuable asset in the world
SA Asks: What's the best silver play right now for investors?
SA Asks: What's the best gold play right now for investors?

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.
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1 week ago
4 minutes

Wall Street Breakfast
Three forces that defined 2025
Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
Tariffs: Latest news and analysis

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.
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1 week ago
6 minutes

Wall Street Breakfast
BP cashes in on Castrol
BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DVAX, NKE, and more
Bessent sees GDP jump leading to increased hiring, 'large paychecks'
One of the biggest comeback stories in the retail sector is a secondhand clothes seller
Sanofi to buy Dynavax for $15.50 per share

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.
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1 week ago
4 minutes

Wall Street Breakfast
Wegovy without the needle sparks Novo surge
Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZIM, NVO, and more
The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst
Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated
Ryanair Holdings shares surge 55%, leading European airline stocks in 2025

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.
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1 week ago
4 minutes

Wall Street Breakfast
AI boosting CEO productivity now
Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18)

Show Notes
Things that WON’T Happen in 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

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.
Show more...
2 weeks ago
4 minutes

Wall Street Breakfast
Gold soars past $4,400
Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ABVX, RKLB, and more
Italy's antitrust body fines $115 million for Apple's dominant position
'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel
James Grant says his best stock pick of 2025 may still be cheap

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.
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2 weeks ago
6 minutes

Wall Street Breakfast
Santa Claus Rally time
After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36)

Show Notes
Top tech picks for 2026
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 Seeking Alpha Premium at seekingalpha.com/subscriptions.
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2 weeks ago
4 minutes

Wall Street Breakfast
Wall Street Roundup: Micron earnings, EV check-in
Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).

Show links: 
Micron signals further gross margin expansion as AI-driven demand strains supply into 2026
Tesla stock scales a new record high for the first time in nearly a year
Ford's ESS strategy could generate as much as $5B in additional revenue

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.
Show more...
2 weeks ago
11 minutes

Wall Street Breakfast
TikTok’s U.S. survival plan is locked in
TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Biggest stock movers Friday: NNE, CORZ, NKE and more
Sony to take over Snoopy, Peanuts franchise for $457M
NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement
JPMorgan spotlights 11 tech stocks to watch out for in 2026
Take the news quiz

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.
Show more...
2 weeks ago
5 minutes

Wall Street Breakfast
Nuclear fusion goes public
Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)

Show Notes
Top 10 market risks for 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

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.
Show more...
2 weeks ago
5 minutes

Wall Street Breakfast
Activist Elliott loads up on lululemon
Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, LULU and more
U.S. approves $11.1 billion arms sales to Taiwan
House passes Republican healthcare bill without extending ACA subsidies
Instacart stock falls on report of FTC probe over AI pricing tool

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.
Show more...
2 weeks ago
4 minutes

Wall Street Breakfast
Oil snaps back
Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
Biggest stock movers Wednesday: MU, NFLX, PLCE and more
US prepares new Russia sanctions if Putin rejects peace deal - report
Years-long bear market coming for gold and silver, analyst Gilburt predicts
Nvidia plans $1.5B server farm in Israel - Calcalist

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.
Show more...
2 weeks ago
5 minutes

Wall Street Breakfast
Unemployment rate keeps climbing
Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)

Show Notes
One million driverless Teslas by 2035?
Steve Cress’ Top Stocks for 2026 – sign up today      

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.
Show more...
2 weeks ago
3 minutes

Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb