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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1,000 episodes
Updated Friday

Episodes1000

Newest first

June 12 · 11 min
Wall Street Roundup: Trillion dollar baby
SpaceX's https://seekingalpha.com/news/4602910-spacex-jumps-11-in-historic-ipo-as-elon-musk-becomes-worlds-first-trillionaire?source=wsb_podcast:trillion_dollar_baby IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still...
June 12 · 6 min
SpaceX enters public orbit
SpaceX (SPCX), https://seekingalpha.com/news/4602737-spacex-ipo-shatters-records-valuation-nears-1_8-trillion?source=wsb_podcast:spacex_enters_public_orbit? (00:16) Adobe's (ADBE) reward?...
June 11 · 4 min
No reward for Oracle's beat
Oracle (ORCL) https://seekingalpha.com/news/4602197-oracle-slips-even-as-q4-results-guidance-top-estimates?source=wsb_podcast:no_reward_for_oracles_beat even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to...
June 10 · 2 min
CPI eases rate fears
May core inflation https://seekingalpha.com/news/4602136-may-cpi-rises-42-yy-as-expected-accelerating-from-38?source=wsb_podcast:cpi_eases_rate_fears. (0:15) Super Micro slumps as it...
June 10 · 4 min
Iran strikes hit futures
Stock index https://seekingalpha.com/news/4602056-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:iran_strikes_hit_futures as Middle East tensions flare up again. (00:13) Kalshi plans to require users to...
June 9 · 3 min
AI job fears ease
Apollo https://seekingalpha.com/news/4601849-ai-job-crisis-nowhere-to-be-found-as-hiring-remains-strong-apollo-says?source=wsb_podcast:ai_job_fears_ease that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past...
June 9 · 4 min
Siri’s next act
Apple (AAPL) WWDC 2026: New Siri, iOS, and AI https://seekingalpha.com/news/4601398-apple-wwdc-2026-new-siri-ios-and-ai-updates-galore?source=wsb_podcast:siris_next_act. (00:14) Sirius XM (SIRI) to join...
June 8 · 3 min
Intel and chips lead Nasdaq rebound
Intel jumps after Google and Nvidia https://seekingalpha.com/news/4601397-intel-leads-ai-and-chip-stocks-higher-after-report-that-nvidia-google-considering-it-as-backup-chipmaker?source=wsb_podcast:intel_and_chips_lead_nasdaq_rebound. (0:15) Paramount...
June 8 · 4 min
Pfizer chases monthly edge
Pfizer (PFE) says mid-stage trial data support https://seekingalpha.com/news/4601209-pfizer-targets-monthly-dosing-glp-1-therapy?source=wsb_podcast:pfizer_chases_monthly_edge for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new...
June 7 · 3 min
SpaceX IPO tests $1.8T valuation
SpaceX https://seekingalpha.com/news/4601213-spacex-ipo-over-two-times-oversubscribed?source=wsb_podcast:spacex_ipo_tests_18t_valuatio on the Nasdaq on Friday. Is...
June 5 · 8 min
Wall Street Roundup: AI trade passes the baton
Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple https://seekingalpha.com/news/4601033-apple-wwdc-2026-preview-siri-ai-and-more?source=wsb_podcast:ai_trade_passes_baton 2026 (3:00) Extremely upbeat jobs...
June 5 · 5 min
LULU's discount dilemma
lululemon athletica's (LULU) https://seekingalpha.com/news/4600825-lululemon-athleticas-struggles-continue-lowers-fy26-guidance-below-street-view?source=wsb_podcast:lulus_discount_dilemma continue, lowers FY26 guidance below street view. (00:13)...
June 4 · 3 min
Quantinuum IPO pops on Nasdaq debut
Quantinuum ushers in https://seekingalpha.com/news/4600645-quantinuum-leaps-in-ipo-debut-as-quantum-era-approaches?source=wsb_podcast:quantinuum_ipo_pops_on_nasdaq_debut. (0:16) CrowdStrike falls...
June 4 · 5 min
Broadcom beat not enough
Broadcom (AVGO) https://seekingalpha.com/news/4600327-broadcom-slides-even-as-q2-results-guidance-top-wall-streets-forecast?source=wsb_podcast:broadcom_beat_not_enough even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS)...
June 3 · 3 min
SpaceX targets record IPO
SpaceX aiming to https://seekingalpha.com/news/4600059-elon-musks-spacex-eyes-record-75b-ipo-at-135-per-share---report?source=wsb_podcast:spacex_targets_record_ipo for $1.75T valuation. (0:15) ADP reports...
June 3 · 5 min
Bitcoin's great withdrawal
Bitcoin (BTC-USD) lags equities as ETF https://seekingalpha.com/news/4600091-bitcoin-lags-equities-as-etf-outflows-mount-strategy-challenges-never-sell-narrative?source=wsb_podcast:bitcoins_great_withdrawal; Strategy (MSTR) challenges 'Never Sell'...
June 2 · 3 min
Huang sees Marvell's trillion-dollar path
Nvidia CEO Jensen Huang says Marvell https://seekingalpha.com/news/4599559-nvidias-huang-says-marvell-could-be-the-next-trillion-dollar-chip-company?source=wsb_podcast:huang_sees_marvells_trilliondollar_path. (0:15) Hewlett Packard Enterprise...
June 2 · 4 min
Alphabet Wants $80B
Alphabet (GOOG) (GOOGL) raises https://seekingalpha.com/news/4599490-alphabet-raises-80b-for-ai-investments-including-10b-from-berkshire-hathaway?source=wsb_podcast:alphabet_wants_80b investments, including $10B from Berkshire Hathaway (BRK.A)...
June 1 · 3 min
Nvidia expands its AI ambitions
Nvidia unveils new AI chips and https://seekingalpha.com/news/4598749-nvidia-highlights-agentic-and-physical-ai-key-partnerships-at-computex?source=wsb_podcast:nvidia_expands_its_ai_ambitions. (0:15) JetBlue reports...
June 1 · 5 min
Berkshire builds on Taylor Morrison
Berkshire Hathaway (BRK.B) to https://seekingalpha.com/news/4598717-berkshire-hathaway-to-acquire-taylor-morrison-in-8_5b-deal?source=wsb_podcast:berkshire_builds_on_taylor_morrison Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in...

Wall Street Breakfast

Wall Street Roundup: Trillion dollar baby

SpaceX enters public orbit

No reward for Oracle's beat

CPI eases rate fears

Iran strikes hit futures

AI job fears ease

Siri’s next act

Intel and chips lead Nasdaq rebound

Pfizer chases monthly edge

SpaceX IPO tests $1.8T valuation

Wall Street Roundup: AI trade passes the baton

LULU's discount dilemma

Quantinuum IPO pops on Nasdaq debut

Broadcom beat not enough

SpaceX targets record IPO

Bitcoin's great withdrawal

Huang sees Marvell's trillion-dollar path

Alphabet Wants $80B

Nvidia expands its AI ambitions

Berkshire builds on Taylor Morrison