Wall Street Breakfast

Latest Episodes:

Burry turns on Berkshire Aug 10, 2026

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Trade Desk slammed after earnings miss Aug 07, 2026

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Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33)
Show Notes
Was the SpaceX IPO the speculative peak?
Traders abandon a big bitcoin move
Episode transcripts: seekingalpha.com/wsb
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Show-Me state says no Aug 06, 2026

Show notes

Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09)
Episode transcripts seekingalpha.com/wsb.
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4 stocks to watch on Thursday: U, MRK, DDOG, and FISV
U.S. announced job cuts drop to lowest monthly level in two years
Jobless claims rise less than expected in past week
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Jamie Dimon warns on hidden leverage Aug 06, 2026

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JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35)
Show Notes
Meta joins the rogue AI crowd
Trump is calling Fed’s Warsh – a lot
Episode transcripts: seekingalpha.com/wsb
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Parks, Pixar power Disney Aug 05, 2026

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A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) momentum. (00:10) Uber's (UBER) growth engine is humming, but its outlook hit a speed bump. (01:52) The latest twist in the AstraZeneca (AZN)-Bristol Myers (BMY) deal saga. (03:04)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: AMD, SPCX, SHOP, and more
Private sector jobs growth slows more than expected in July: ADP jobs report
Shopify skyrockets after posting +30% revenue and GMV growth
Chipotle shares tumble after Minnesota links jalapeños to salmonella outbreak
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SpaceX spending spree rattles investors Aug 05, 2026

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Shares fall as SpaceX ramps up AI and Starship spending. (0:17) AMD delivers another strong quarter but investors want faster growth. (1:28) Michael Burry warns markets could be nearing a major peak. (2:00)
Show Notes
Samsung unveils next-gen AI memory
Palantir short-sellers slammed
Episode transcripts: seekingalpha.com/wsb
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Ban talk lifts networking names Aug 04, 2026

Show notes

Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and more
Stocks to watch on Tuesday: CAT, SPOT, PFE & more
The 60/40 portfolio is officially broken, Apollo says
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Palantir lifts outlook after AI surge Aug 04, 2026

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Palantir raises its full-year guidance. (0:16) Google exec: Spending laying foundation for AI’s breakthrough. (1:19) Trump says Exxon, Chevron are making too much money. (2:09)
Show Notes
Missouri to vote on no income tax
Hershey biopic: the couple behind the Kiss
Episode transcripts: seekingalpha.com/wsb
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