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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:
    A positive start for markets in 2026? Jan 02, 2026
    Show notes

    Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Top Stocks 2026
    Biggest stock movers Friday: BIDU, NIO, and more
    What analysts are predicting for 2026
    Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand
    Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut
    Take the news quiz
    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

    Crack open a cold one for 2026 Dec 31, 2025
    Show notes

    What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)
    Show Notes
    All J.P. Morgan’s stock picks for 2026
    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.

    Twelve headlines. One year. 2025 Dec 31, 2025
    Show notes

    Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic government shutdown, investors were forced to constantly reassess risk and opportunity.
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Top Stocks 2026
    January: Chinese AI lab DeepSeek rattles Silicon Valley
    February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs
    March: What's next for quantum computing stocks?
    April: Trump announces tariffs
    May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment
    June: Trump, Musk in public spat over spending bill
    July: Westinghouse plans to build 10 large nuclear reactors
    August: Trump moves to fire Fed Governor Lisa Cook
    September: Google not required to sell Chrome in antitrust remedy ruling
    October: Bureau of Labor Statistics to shut down during government shutdown
    November: Michael Burry to shut down hedge fund
    December: Cannabis stocks selling off as Trump signs rescheduling order
    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.

    SoftBank makes good on huge OpenAI investment Dec 30, 2025
    Show notes

    SoftBank has fully funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)
    Show Notes
    Is silver in a bubble? Quant vs. Analyst
    Steve Cress’ Top Stocks for 2026 – sign up today
    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.

    Meta snaps up Manus Dec 30, 2025
    Show notes

    Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass
    SA Asks: Would SpaceX stock be a good investment?
    Silver slammed in biggest one-day drop since 2021, gold also plunges
    Samsung wins annual U.S. approval for chipmaking tool shipments to China - 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.

    Silver tumbles after breakneck run Dec 29, 2025
    Show notes

    Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)
    Show Notes
    Evercore’s top internet stock for 2026
    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.

    Costly click for Coupang Dec 29, 2025
    Show notes

    Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: Coupang, Sable Offshore
    Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace
    Silver is now the third most valuable asset in the world
    SA Asks: What's the best silver play right now for investors?
    SA Asks: What's the best gold play right now for investors?
    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.

    Three forces that defined 2025 Dec 26, 2025
    Show notes

    Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up. 2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Top Stocks 2026
    Jack Bowman-Bowman Capital Management
    Investment News Quiz - Friday, Dec. 26
    Tariffs: Latest news and analysis
    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 cashes in on Castrol Dec 24, 2025
    Show notes

    BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: DVAX, NKE, and more
    Bessent sees GDP jump leading to increased hiring, 'large paychecks'
    One of the biggest comeback stories in the retail sector is a secondhand clothes seller
    Sanofi to buy Dynavax for $15.50 per share
    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.

    Wegovy without the needle sparks Novo surge Dec 23, 2025
    Show notes

    Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: ZIM, NVO, and more
    The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst
    Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated
    Ryanair Holdings shares surge 55%, leading European airline stocks in 2025
    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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