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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:
    OpenAI faces Florida probe Apr 22, 2026
    Show notes

    OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: ADBE, GTLB, and more
    Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
    Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
    Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog
    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.

    Consumers still spending Apr 21, 2026
    Show notes

    March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)
    Show Notes
    Condom prices jumping because of Iran war
    The unlikely rally leader (not tech)
    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.

    Cook hands Apple to Ternus Apr 21, 2026
    Show notes

    Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: AMZN, LCID, and more
    SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
    'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
    PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California
    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.

    Jersey Mike's eyes $12B IPO valuation Apr 20, 2026
    Show notes

    Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)
    Show Notes
    Why it looks too soon to short stocks
    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.

    Tariff refund rush begins Apr 20, 2026
    Show notes Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT. (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: Psychedelic stocks and more
    Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
    Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
    Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ
    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.
    Tesla kicks off Mag 7 earnings Apr 19, 2026
    Show notes

    Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)
    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 Seeking Alpha Premium at seekingalpha.com/subscriptions.

    Wall Street Roundup: Good news, earnings news Apr 17, 2026
    Show notes

    Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)
    Show links:
    U.S. stocks rise to new highs as the Strait of Hormuz is declared open
    Blue Owl Capital: Don't Believe The (Negative) Hype
    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.

    Netflix co-founder logs out (are you sure?) Apr 17, 2026
    Show notes

    Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)
    Show Notes
    Western states look to desalination amid Colorado River crisis
    A ‘reverse perfect storm’ coming this earnings season
    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.

    Europe has six weeks of jet fuel left Apr 16, 2026
    Show notes

    IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)
    Show Notes
    Goldman’s top long duration stocks
    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.

    Ford revamp targets EV growth Apr 16, 2026
    Show notes

    Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)
    Show Notes
    Microsoft climbs in historic multi-day rally
    Alibaba targets AI games and video
    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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