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Wall Street Breakfast — Business
Wall Street Breakfast

Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

Copyright: © Copyright Seeking Alpha

Latest Episodes:

SpaceX earnings take center stage Aug 02, 2026

Show notes

SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Reddit beat fails to trend Jul 31, 2026

Show notes

Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AAPL, AMZN, and more
Musk calls report on Tesla China business sale 'absurdly fake news'
Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and won
Microsoft's earnings-fueled rally lifts shares above 200-day moving average
Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase
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High-flying AI fund forced to dump stocks Jul 30, 2026

Show notes

Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)
Show Notes
What’s the central bank Maradona Effect?
Episode transcripts seekingalpha.com/wsb.
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Jersey Mike’s prices at $23 Jul 30, 2026

Show notes

From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters
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Fed holds rates and markets ain't happy Jul 29, 2026

Show notes

Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)
Show Notes
Stocks tumble on inflation worries
Episode transcripts seekingalpha.com/wsb.
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Meta, Microsoft earnings test Jul 29, 2026

Show notes

Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: F, CAR, and more
Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz
Current stock market is in the early stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters
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Amazon revamps AI strategy Jul 28, 2026

Show notes

Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)
Show Notes
Should SpaceX pay $480/share for Tesla?
Episode transcripts seekingalpha.com/wsb.
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Chips drag Korea lower Jul 28, 2026

Show notes

Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: APLD, CLS, and more
FAA calls for Boeing 737 MAX inspection over incorrectly installed seats
BuzzFeed jumps on plan to cut a third of workforce
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China
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OpenAI agent went rogue for days Jul 27, 2026

Show notes

The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)
Show Notes
Warner accuses Amazon of poaching employees
Episode transcripts seekingalpha.com/wsb.
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A fine mess for Waymo Jul 27, 2026

Show notes

Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT
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