Wall Street Breakfast

Seeking Alpha

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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20 episodes
Updated Yesterday

Episodes20

Newest first

Reddit beat fails to trend
Investors are https://seekingalpha.com/news/4621455-reddits-strong-quarter-fails-to-lift-shares-as-ai-search-concerns-linger?source=wsb_podcast:reddit_beat_fails_to_trend Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an...
Yesterday · 5 min
High-flying AI fund forced to dump stocks
Situational Awareness fund https://seekingalpha.com/news/4621752-leopold-aschenbrenners-hedge-fund-unwinds-public-bets-amid-ai-market-rout?source=wsb_podcast:high_flying_ai_fund_forced_to_dump_stocks. (0:16) MarketAxess...
Thursday · 4 min
Jersey Mike’s prices at $23
From one Jersey sub shop (JKME) to a https://seekingalpha.com/news/4621268-jersey-mikes-subs-prices-ipo-at-23-per-share?source=wsb_podcast:jersey_mikes_prices_at_23. (00:14) Meta (META) is feeding AI—and...
Thursday · 5 min
Fed holds rates and markets ain't happy
Fed https://seekingalpha.com/news/4620657-fed-keeps-rate-unchanged-for-fifth-straight-meeting?source=wsb_podcast:fed_holds_rates_and_markets_aint_happy, but three voters...
Wednesday · 3 min
Meta, Microsoft earnings test
Meta's (META) record slide https://seekingalpha.com/news/4620060-meta-slides-into-earnings-after-longest-losing-streak-on-record?source=wsb_podcast:meta_microsoft_earnings_test earnings test. (00:14) All eyes on Microsoft (MSFT)...
Wednesday · 4 min
Amazon revamps AI strategy
Amazon shifts to https://seekingalpha.com/news/4619240-amazon-winding-down-several-flagship-ai-models-in-strategy-revamp?source=wsb_podcast:amazon_revamps_ai_strategy. (0:14) PayPal’s...
Tuesday · 3 min
Chips drag Korea lower
Korea's market https://seekingalpha.com/news/4619167-ai-jitters-send-kospi-into-freefall-as-chip-rout-deepens?source=wsb_podcast:chips_drag_korea_lower starts with two stocks. (00:14) Ford (F) and GM are battling for a...
Tuesday · 4 min
OpenAI agent went rogue for days
The agent broke out of its testing environment https://seekingalpha.com/news/4618586-openai-took-days-to-realize-its-agent-hacked-hugging-face-reuters?source=wsb_podcast:openai_agent_went_rogue_for_days. (0:15) Rocket Lab wins its...
Monday · 4 min
A fine mess for Waymo
Waymo’s (GOOG) (GOOGL) https://seekingalpha.com/news/4618529-googles-waymo-racks-up-dozens-of-parking-citations-in-austin---report?source=wsb_podcast:a_fine_mess_for_waymo aren’t picking up riders. (00:15) Why Nvidia (NVDA) is...
Monday · 4 min
Intel flexes on Q2 beat
Intel's (INTC) biggest https://seekingalpha.com/news/4617473-intel-jumps-as-ai-linked-cpu-demand-boosts-q2-results-guidance?source=wsb_podcast:intel_flexes_on_q2_beat in 15 years. (00:13) Trump's...
July 24 · 4 min
ServiceNow's answer to rogue AI
ServiceNow (NOW) says it has the answer to https://seekingalpha.com/news/4617121-servicenow-ceo-defends-ai-strategy-touts-kill-switch?source=wsb_podcast:servicenows_answer_to_rogue_ai. (00:14) A landmark...
July 23 · 4 min
Super Micro heats up
Super Micro (SMCI) rockets https://seekingalpha.com/news/4616187-supermicro-rises-after-providing-fourth-quarter-preliminary-guidance?source=wsb_podcast:super_micro_heats_up. (00:14) The clock is ticking for...
July 22 · 5 min
Nebius gets NVDA lift
Nvidia's (NVDA) Nebius (NBIS) https://seekingalpha.com/news/4615642-nebius-rises-as-nvidia-discloses-9_3-percent-stake?source=wsb_podcast:nebius_gets_nvda_lift. (00:15) Samsung's (SSNLF)...
July 21 · 4 min
FDA's lettuce u-turn
The FDA https://seekingalpha.com/news/4615136-fda-says-taylor-farms-lettuce-sample-was-false-positive-for-cyclospora?source=wsb_podcast:fdas_lettuce_u_turn on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is...
July 20 · 4 min
Tesla reports as earnings season revs up
Focus will move https://seekingalpha.com/news/4614850-tesla-earnings-preview-time-for-robotaxis-and-optimus-to-shine?source=wsb_podcast:tesla_reports_as_earnings_season_revs_up. (0:17) Comi-Con starts Thursday. (1:52) U.S....
July 19 · 3 min
Starship stall weighs on SpaceX
SpaceX (SPCX) stock is https://seekingalpha.com/news/4614751-spacex-sinks-further-below-ipo-price-after-starship-launch-abort?source=wsb_podcast:starship_stall_weighs_on_spacex again. (00:15) A...
July 17 · 4 min
TSMC chips in $100B more
TSMC (TSM) is adding https://seekingalpha.com/news/4614361-tsmc-plans-additional-100b-us-investment-report?source=wsb_podcast:tsmc_chips_in_100b_more to its U.S. chip bet. (00:14) Uber (UBER) is taking a...
July 16 · 4 min
Dan Ives launches merchant bank
Yorkville Ives to https://seekingalpha.com/news/4613928-tech-analyst-ives-teams-with-yorkville-securities-to-form-new-merchant-bank?source=wsb_podcast:dan_ives_launches_merchant_bank. (0:12) Wholesale...
July 15 · 4 min
Stripe checks out PayPal
Stripe just https://seekingalpha.com/news/4613804-stripe-and-advent-offer-to-buy-paypal-for-53b-reuters-reports?source=wsb_podcast:stripe_checks_out_paypal on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for...
July 15 · 4 min
Big banks fall despite upbeat earnings
Big banks https://seekingalpha.com/news/4613485-jpmorgan-chase-q2-earnings-beat-as-investment-banking-equities-fees-surge-but-expenses-rise-too?source=wsb_podcast:big_banks_fall_despite_earnings underway (0:20) IBM warning sends panic to software,...
July 14 · 4 min

Wall Street Breakfast

Reddit beat fails to trend

High-flying AI fund forced to dump stocks

Jersey Mike’s prices at $23

Fed holds rates and markets ain't happy

Meta, Microsoft earnings test

Amazon revamps AI strategy

Chips drag Korea lower

OpenAI agent went rogue for days

A fine mess for Waymo

Intel flexes on Q2 beat

ServiceNow's answer to rogue AI

Super Micro heats up

Nebius gets NVDA lift

FDA's lettuce u-turn

Tesla reports as earnings season revs up

Starship stall weighs on SpaceX

TSMC chips in $100B more

Dan Ives launches merchant bank

Stripe checks out PayPal

Big banks fall despite upbeat earnings