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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:
    SCOTUS weighs oil liability Oct 06, 2026
    Show notes

    SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: FRSH, OPCH, CEG and more
    Google nears billion-dollar deal for nuclear power from Constellation - Bloomberg
    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.

    October’s retail harvest Oct 05, 2026
    Show notes

    Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: PTC, QCOM, and more
    Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO 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.

    Jobs report - bad news is good news Oct 02, 2026
    Show notes

    The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)
    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.

    No sprint for Nike yet Oct 02, 2026
    Show notes

    Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17)
    Episode transcripts: seekingalpha.com/wsb
    Show links:
    Biggest stock movers Friday: NKE, SYNA, and more
    SpaceX launches Crew-13 mission to International Space Station
    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.

    All about AI Oct 01, 2026
    Show notes

    Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55)
    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.

    Constellation's big power play Oct 01, 2026
    Show notes

    Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03)
    Episode transcripts: seekingalpha.com/wsb
    Show links:
    Biggest stock movers Thursday: GOOG, INGN, and more
    Trump announces $500 rebates for nearly 1M Obamacare enrollees
    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 on top Sep 30, 2026
    Show notes

    Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube
    Show links:
    Steven Cress' analysis
    Wall Street Breakfast with Steven Cress (TGT, BA, MU)
    Alpha Picks
    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.

    Target extends value drive Sep 30, 2026
    Show notes

    Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: BA, PYXS, NOC, and more
    Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals
    Big tech CEOs sign off on Trump's 'super intelligence' safety accord
    DeepSeek unveils Huawei AI chip software to challenge Nvidia
    Wednesday’s Economic Calendar
    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.

    Anthropic wants $2T, warns AI could kill us Sep 29, 2026
    Show notes

    Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)
    Show Notes
    Oura postpones IPO
    Study says compute demand needs to hit $6T
    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.

    Federal boost for Navitas Sep 29, 2026
    Show notes

    A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: SMMT, NVTS, and more
    Jobs and rents could shape the Fed's 2027 path
    AMD to acquire World Labs in $8.2B all-stock deal
    Top 4 Stocks For Q4: Buy The September Dip
    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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