Wall Street Breakfast

Latest Episodes:

Meta poaches MongoDB CEO for AI push Sep 28, 2026

Show notes

Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)
Show Notes
AI agents could cause a bank run just doing what they’re told
Episode transcripts seekingalpha.com/wsb.
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SK Hynix hit by IPO concerns Sep 28, 2026

Show notes

A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: GFI, NIO, and more
Nvidia introduces open-source tool to boost AI security
California Gov. Newsom signs bill restricting meme coins tied to public officials
Michael Burry: Trump 'cannot afford' to let AI boom fail
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AI safety fears hit Washington Sep 27, 2026

Show notes

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21)
Show Notes
Micron Earnings: Bull Case and Bear Case
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Costco checks out strong Sep 25, 2026

Show notes

Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - report
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Oracle raises alarm over AI datacenter Sep 24, 2026

Show notes

Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)
Show Notes
AI spending seen topping 3% of annual GDP
Episode transcripts seekingalpha.com/wsb.
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Judge gives press a pass Sep 24, 2026

Show notes

Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: P, VKTX, MGM, and more
McDonald's puts $8.5B behind its next big comeback
Hopes for a new Boeing-China deal fade - report
Is DraftKings betting big on losing gamblers?
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Morgan Stanley email exposes deal secrets Sep 23, 2026

Show notes

Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)
Show Notes
The U.S. golden credit card problem
Episode transcripts seekingalpha.com/wsb.
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US diesel dilemma Sep 23, 2026

Show notes

A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: WOR, VOYG, and more
Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
Royal Caribbean to buy 50% stake in Sandals Resorts for $3B
Novo eyes hair-loss market as Ozempic maker looks to diversify
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Shopify gives Meta's AI agent a home Sep 22, 2026

Show notes

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)
Show Notes
The sheer size of AI IPO dominance
Episode transcripts seekingalpha.com/wsb.
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Tech rally takes a breath Sep 22, 2026

Show notes

Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: UBS, VICR, and more
'Trump TV' debuts on YouTube as major networks suspend White House pool coverage
Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ
Dollar General CEO says even $100k earners shopping like bargain hunters
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