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    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

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    Latest Episodes:
    South Korea chips in big Jun 29, 2026
    Show notes

    South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: GME, BTI, and more
    Dutch World Cup fans discover America’s biggest attraction: Its suburbs
    DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ
    Bank of America sees summer stock market pullback before possible year-end rally
    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.

    Jobs report headlines holiday week Jun 28, 2026
    Show notes

    June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)
    Show Notes
    Earnings Calendar
    Dividend Roundup
    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 Alpha at seekingalpha.com/subscriptions.

    Wall Street Roundup: What isn't priced in? Jun 26, 2026
    Show notes

    Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11)
    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.

    Will tech stocks rebound? Jun 26, 2026
    Show notes

    Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20)
    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.

    Nordstrom, FAO Schwarz team up on toys Jun 25, 2026
    Show notes

    Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest U.S. retailer. (2:39)
    Show Notes
    Apple boosts price due to memory shortage
    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.

    Memory lane runs higher Jun 25, 2026
    Show notes

    Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and more
    Qualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029
    Brain drain: Alphabet set to lose two more AI researchers, report says
    JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks
    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.

    Wendy's, Jack in the Box get meme stock love Jun 24, 2026
    Show notes

    Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing. (2:11)
    Show Notes
    World Cup boost not showing up in data
    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 .

    Alphabet joins the Dow Jun 24, 2026
    Show notes

    Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)
    Show Notes
    Micron options point to big post-earnings move
    Biotechs at all-time high
    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.

    Chip stocks face AI selloff Jun 23, 2026
    Show notes

    Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)
    Show Notes
    Winners and losers in the yield curve
    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 .

    AI trade hits a speed bump Jun 23, 2026
    Show notes

    Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)
    Show Notes
    SoftBank's Masayoshi Son rejects space-based data centers
    Google DeepMind Nobel laureate John Jumper jumps to Anthropic
    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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