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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:
    Ex-Meta AI chief LeCun's startup raises $1B seed Mar 10, 2026
    Show notes

    AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)
    Show Notes
    Polymarket taps Palantir to help referee sports betting
    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.

    AI spending drives TSMC Mar 10, 2026
    Show notes

    TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU) flights. (02:26)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: HPE, RAIL, and more
    Iran says oil blockade will persist until attacks end
    JPMorgan sees 10% S&P 500 pullback on heightened war concerns
    Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?
    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 sues Pentagon over AI ban Mar 09, 2026
    Show notes

    Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)
    Show Notes
    Where are airlines hedged on jet fuel?
    Oil will delay global rate cut plans
    It’s Barbie’s birthday
    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.

    G7 weighs oil market boost Mar 09, 2026
    Show notes

    G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: Airline stocks and more
    S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock
    Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports
    The effect of rising crude prices on global GDP
    Is Putin the big winner in the Iran conflict?
    Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark
    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.

    How high can oil go? Mar 08, 2026
    Show notes

    Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)
    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.

    India to buy Russian oil as war disrupts supplies Mar 06, 2026
    Show notes

    U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (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.

    Oil surges as Hormuz shipping halts Mar 05, 2026
    Show notes

    Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)
    Show Notes
    The AI doomsday is already here
    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.

    Ad deal buzz lifts Trade Desk Mar 05, 2026
    Show notes

    OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: AVGO, VEEV, and more
    Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports
    Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report
    KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis
    Morgan Stanley to cut about 3% of workforce across key divisions
    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.

    Rate-cut plans hit an oil slick Mar 04, 2026
    Show notes

    Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)
    Show Notes
    Tesla whale backs Nvidia
    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.

    CrowdStrike ARR Tops $5.2B Mar 04, 2026
    Show notes

    CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: MRNA, GTLB, and more
    Superintelligence push: Meta said to create applied AI engineering organization
    Firearm demand continues its five-year downtrend in the U.S.
    OpenAI eyeing contract with NATO, defends Pentagon deal: 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.

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