Wall Street Breakfast

Latest Episodes:

Big banks fall despite upbeat earnings Jul 14, 2026

Show notes

Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45)
Show Notes
Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue
Wonder: The 'Amazon of food' races toward an IPO
Retail investors are selling winners and hunting for the next opportunity
Episode transcripts: seekingalpha.com/wsb
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Saronic hits the front line Jul 14, 2026

Show notes

A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: TSEM, ERIC, and more
Samsung explores potential U.S. ADR listing
Tariff refunds push U.S. June budget deficit to $120B
AstraZeneca inks $1.5B license deal for lung cancer drug
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Trump says U.S. will run Hormuz for 20% fee Jul 13, 2026

Show notes

Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)
Show Notes
SpaceX 'built to separate retail investors from their money'
Episode transcripts seekingalpha.com/wsb.
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Apple alleges AI heist Jul 13, 2026

Show notes

Earnings, inflation take center stage Jul 12, 2026

Show notes

Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)
Show Notes
U.S. strikes Iran; Iran strikes Gulf countries
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Wall Street Roundup: carving up the AI trade Jul 10, 2026

Show notes

Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)
Show Notes:
We're In (The Early Stages Of) A Bubble
Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review)
Episode transcripts: seekingalpha.com/wsb
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SK Hynix lands record U.S. debut Jul 10, 2026

Show notes

Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)
Show Notes
Golden cross for Financials
Polymarket wants margin trading
Episode transcripts: seekingalpha.com/wsb
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Levi's frayed forecast Jul 09, 2026

Show notes

Oil futures surge on strikes Jul 08, 2026

Show notes

U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: FCEL, BABA, and more
Prediction markets see Nasdaq-100 rally cooling after AI surge
South Korea's KOSPI enters bear market as AI selloff deepens
Exxon Mobil signals higher Q2 earnings in boost from oil prices
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We are in a bubble Jul 07, 2026

Show notes

Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble
Show Notes:
How Much Further Will Gold And Silver Run?
aNewFN
Transcripts: seekingalpha.com/wsb
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