Wall Street Breakfast

Latest Episodes:

Nvidia's Jensen Huang era ends in scandal Nov 12, 2026

Show notes

Jensen Huang resigns as CFO takes the helm. (0:14) Wall Street downgrades flood in. (0:49) Trump dismisses prospects for an Iran deal. (2:11)
Show Notes
Kraft Heinz looks to ketchup
Episode transcripts seekingalpha.com/wsb.
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Nvidia board prepares to oust Jensen Huang Nov 12, 2026

Show notes

Board looking at replacements as reports of second affair surface. (0:15) Dan Ives slashes NVDA fair value. (1:42) Elon Musk offers Jensen a landing spot. (2:22)
Show Notes
Who’s odds-on to replace Jensen Huang?
Episode transcripts: seekingalpha.com/wsb
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Anthropic CEO prescribes AI miracles Nov 11, 2026

Show notes

Anthropic's CEO says AI could eliminate major diseases within a decade. (0:14) CoreWeave results boost rival AI cloud stocks. (1:13) Rivian's R2 is MotorTrend's SUV of the Year. (2:03)
Show Notes
Six Flags insiders buying
Episode transcripts seekingalpha.com/wsb.
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Stocking up on Costco cash Nov 11, 2026

Show notes

Costco (COST) has a $13.3B surprise for investors. (00:25) CoreWeave (CRWV) just gave Wall Street more to like. (01:19) 7 Brew serves Starbucks (SBUX), Dutch Bros (BROS) a fresh challenge. (02:14)
Episode transcripts seekingalpha.com/wsb.
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Are markets open on Veterans Day?
Biggest stock movers Wednesday: CRWV, RGTI, and more
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Anthropic IPO targets record $90B haul Nov 10, 2026

Show notes

Anthropic IPO could make history despite lower valuation. (0:14) Hot CPI boosts odds of a bigger December Fed hike. (1:07) Trump says the FBI is investigating Nvidia's CEO. (2:46)
Show Notes
D-Wave Quantum under pressure post-earnings
Episode transcripts seekingalpha.com/wsb.
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GTA 6 hype trumps the miss Nov 10, 2026

Show notes

Gamers are ready to play GTA 6 (TTWO). (00:13) Boeing's (BA) latest flight plan includes fewer jobs. (01:34) McDonald's (MCD) and Uber (UBER) expand their partnership. (02:05)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: RKLB, SANM, and more
Take the poll: What will be the outcome of Nvidia's (NVDA) board probe into Jensen Huang?
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Nvidia spy saga takes a DOJ turn Nov 09, 2026

Show notes

Singapore’s Megaspeed in DOJ crosshairs. (0:15) Jersey Mike's makes London debut. (2:31) Food tech startup Wonder’s IPO. (3:07)
Show Notes Poll: What will happen to Jensen Huang?
Episode transcripts seekingalpha.com/wsb.
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The spy who loved Nvidia Nov 09, 2026

Show notes

Nvidia (NVDA) finds itself in a real-life spy drama. (00:13) NASA has big plans for the Moon. (02:31) The nuclear comeback gathered steam Friday. (03:39)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: NVDA, VIR, and more
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Anthropic's historic IPO roadshow begins Nov 08, 2026

Show notes

Anthropic plows ahead despite the tech selloff. (0:18) October inflation data could strengthen case for another Fed hike. (1:21) Berkshire Hathaway ramps up buybacks. (2:25)
Show Notes
Jensen Huang had affair with alleged spy - FT
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Sayonara, Cybertruck Nov 06, 2026

Show notes

Tesla plans to wind down Cybertruck production to expand Cybercab output. (0:18) Anthropic's $1.5T IPO valuation faces growing skepticism. (1:10) Nvidia risks a Cisco-style reckoning. (2:13)
Show Notes
Japan enters a bear market
Episode transcripts: seekingalpha.com/wsb
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