Wall Street Breakfast

Latest Episodes:

Big bank earnings get a lukewarm welcome Oct 13, 2026

Show notes

JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39).
Show Notes
Pharma Bro back in government sights
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.

Six Flags shares plunge premarket Oct 13, 2026

Show notes

FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: SIX, MU, and more
Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring
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Economics Nobel goes to micro work that informs macro Oct 12, 2026

Show notes

Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)
Show Notes
Drinks entrepreneur makes big Churchill Downs bet
Episode transcripts seekingalpha.com/wsb.
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GTA 6 threat sends token up Oct 12, 2026

Show notes

A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: CCC, BIIB, and more
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Big banks kick off earnings season Oct 11, 2026

Show notes

JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52)
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.

Telecom stocks lose signal Oct 09, 2026

Show notes

Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: HUM, SPCX, and more
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Starbucks eyes Chipotle takeover Oct 08, 2026

Show notes

Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06)
Show Notes
High growth and cash flow ROI discount stocks
Episode transcripts seekingalpha.com/wsb.
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F-35 parts go off radar Oct 08, 2026

Show notes

The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: MRVL, APLD, and more
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Skydance bets on AI after mega-merger Oct 07, 2026

Show notes

Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39)
Show Notes
Dan Ives’ top tech stocks for 2027
Webull’s reported China government ties
Episode transcripts seekingalpha.com/wsb.
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Pop goes the AI bubble? Oct 07, 2026

Show notes

Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: ZIM, STZ, and more
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