Wall Street Breakfast

Latest Episodes:

Berkshire builds on Taylor Morrison Jun 01, 2026

Show notes

Quantinuum IPO and Broadcom earnings headline week May 31, 2026

Show notes

Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (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.

New Glenn ignites concern May 29, 2026

Show notes

GDP revised down with inflation elevated May 28, 2026

Show notes

U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)
Show Notes
Best Buy soars
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.

Snowflake turns up the heat May 28, 2026

Show notes

Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: UMAC, SNOW, crypto, and more
Associated Press plans to provide OpenAI with its US election results
Trump files new $10B lawsuit against Wall Street Journal publisher
Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses
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.

First AI film to debut at Tribeca May 27, 2026

Show notes

AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45)
Show Notes
The physical economy muscles its way into the rally
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.

Micron bytes into $1T May 27, 2026

Show notes

Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ZS, APPS, and more
America’s trillion-dollar club just got bigger
Goldman lifts S&P 500 target to 8,000 on robust earnings growth
OpenAI's Altman realizes AI can't replace 'human part' of work
Zscaler tumbles as mixed guidance outshines strong Q3 results
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.

BP ousts chairman over governance May 26, 2026

Show notes

BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32)
Show Notes
The markets are doing the Fed’s job for it
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.

Futures rise, oil drops May 26, 2026

Show notes

Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: Space stocks and more
Don’t believe the GDPNow hype
Taiwan overtakes India as world's fifth-largest stock market as TSMC surges
China limits overseas travel for top AI talent at Alibaba, DeepSeek: report
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.

Inflation week takes center stage May 24, 2026

Show notes

Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon. (2:26)
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.