Wall Street Breakfast

Latest Episodes:

United Airlines CEO calls for wealth tax Oct 20, 2026

Show notes

United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19)
Show Notes
Oppenheimer’s top 50 Buy list
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3M makes a prime connection Oct 20, 2026

Show notes

3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: MMM, RAIL, and more
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Google makes quantum computing leap Oct 19, 2026

Show notes

Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29)
Show Notes
Defensive stocks with Quality attributes
Episode transcripts seekingalpha.com/wsb.
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Airlines' holiday price test Oct 19, 2026

Show notes

Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: INTC, SPCX, and more
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SpaceX, Tesla and Meta take earnings stage Oct 18, 2026

Show notes

SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Tesla Roadster takes flight Oct 16, 2026

Show notes

Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: TSLA, CNS, and more
Southwest Airlines expands loyalty benefits, adds premium travel offerings
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Anthropic growth slows, rattles AI trade Oct 15, 2026

Show notes

Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24)
Show Notes
Car dealerships grapple with delayed repairs
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CoreWeave CEO defends the math Oct 15, 2026

Show notes

CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18)
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Biggest stock movers Thursday: RKLB, ERIC, and more
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Hot inflation puts Fed hike back in play Oct 14, 2026

Show notes

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)
Show Notes
Who’s doing the earnings heavy lifting?
Episode transcripts seekingalpha.com/wsb.
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BofA's $1.2B penalty punch Oct 14, 2026

Show notes

Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: DELL, LQDA, ENVX and more
SpaceX launches 35th NASA cargo mission with medical research to ISS
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