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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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    Copyright: © Copyright Seeking Alpha

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    Latest Episodes:
    SpaceX IPO tests $1.8T valuation Jun 07, 2026
    Show notes

    SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13)
    Show Notes
    Siri to star at Apple WWDC
    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: AI trade passes the baton Jun 05, 2026
    Show notes

    Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)
    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.

    LULU's discount dilemma Jun 05, 2026
    Show notes

    lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Friday: LULU, DOCU, and more
    The summer box office blitz is starting to heat up
    CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand
    Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says
    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.

    Quantinuum IPO pops on Nasdaq debut Jun 04, 2026
    Show notes

    Quantinuum ushers in the commercial quantum era. (0:16) CrowdStrike falls despite raising guidance and stock split. (0:56) Job cuts rise as companies restructure for AI. (1:44)
    Show Notes
    The stocks poised to win the World Cup
    Bots top human internet traffic
    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.

    Broadcom beat not enough Jun 04, 2026
    Show notes

    Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: CRWD, AVGO, and more
    Netflix explores voice AI, generative tech to cure 'content overload' frustration
    U.S. House of Representatives vote to restrict Trump's military actions in Iran
    Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead
    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.

    SpaceX targets record IPO Jun 03, 2026
    Show notes

    SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)
    Show Notes
    Ford issues ‘do not drive’ advisory
    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.

    Bitcoin's great withdrawal Jun 03, 2026
    Show notes

    Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: GME, MRVL, and more
    Google just said it plans to spend $80B more on AI. Which companies might benefit?
    GameStop rallies after record Q1 operating income tally, new $2B buyback program
    Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build
    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.

    Huang sees Marvell's trillion-dollar path Jun 02, 2026
    Show notes

    Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)
    Show Notes
    William Blair updates its Conviction List
    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 Wants $80B Jun 02, 2026
    Show notes

    Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: HPE, MCHP, and more
    Microsoft Build: What to expect
    Damaged Blue Origin pad may not be restored until 2028, NASA official says
    McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A
    OpenAI sued by Florida over alleged AI harm
    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.

    Nvidia expands its AI ambitions Jun 01, 2026
    Show notes

    Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)
    Show Notes
    Record IPO year at hand
    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.

    Previous 1 17 18 19 20 21 103 Next

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