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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:

Walmart turns up discounts Jul 07, 2026

Show notes

Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: CRNX, RIVN, and more
Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer
SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs
Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley
An AI star is born
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Wall Street’s bulls, few bears Jul 06, 2026

Show notes

Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks, TSLA, and more
Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
OPEC+ approves another output increase as Hormuz reopening boosts supply outlook
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Big catalyst week for SpaceX Jul 05, 2026

Show notes

SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)
Show Notes
Tesla limits employee AI use
Episode transcripts seekingalpha.com/wsb.
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June job growth falters Jul 02, 2026

Show notes

Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)
Show Notes
Dan Ives exits Wedbush
Episode transcripts seekingalpha.com/wsb.
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EU locks in Google fine Jul 02, 2026

Show notes

Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: FIZZ, CANF, and more
Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring
Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report
Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June
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Meta eyes AI cloud business Jul 01, 2026

Show notes

Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)
Show Notes
William Blair Conviction List
AOL public again (sorta)
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Peak power problems Jul 01, 2026

Show notes

Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?
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Buffett delays Gates Foundation gift Jun 30, 2026

Show notes

Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)
Show Notes
The AI pendulum has swung too far
Episode transcripts seekingalpha.com/wsb.
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iPhone 18 secrets surface Jun 30, 2026

Show notes

Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ABVX, AVAV, and more
Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'
Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit
U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns
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Comcast to split with NBC spinoff Jun 29, 2026

Show notes

NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)
Show Notes
The biggest contributors to S&P earnings growth
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

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