Wall Street Breakfast

Latest Episodes:

AI becomes a major e-commerce player Nov 10, 2025

Show notes

AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)
Show Notes
BofA says short hyperscaler bonds
Source says Papa John’s deal report not true
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 .

Markets smell a deal in D.C. Nov 10, 2025

Show notes

Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: RUM, MTSR, and more
SA Asks: What are the best AI-focused ETFs right now?
Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists
Tesla's Cybertruck head quits after eight years
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.

Where is the smart money now? Nov 09, 2025

Show notes

Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)
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: layoff surge, prolonged shutdown, cracks in AI trade Nov 07, 2025

Show notes

Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)
Show notes:
AMD outlines 2025 growth strategy with AI and server expansion
Wall Street continues to decline as AI trade's downtrend persists
What to know as Michael Burry bets against Nvidia and Palantir
Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report
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.

Joby makes rush hour fly by Nov 07, 2025

Show notes

Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Take the Quiz: Investment News Quiz - Friday, Nov. 7
Biggest stock movers Friday: TSLA, XYZ, DKNG, and more
Musk says Tesla may build “gigantic” chip fab to power its AI ambitions
Airbnb surges despite Q3 EPS miss, expects wider FY margins
Archer Aviation stock dips after wider Q3 loss, Hawthorne airport deal
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.

Nvidia CEO not so sure China wins AI race Nov 06, 2025

Show notes

Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)
Show Notes
Snap soars on Perplexity deal
Microsoft’s AI team forms Superintelligence Group
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

Government shutdown hits new altitude Nov 06, 2025

Show notes

FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: SNAP, QCOM, and more
Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report
Jamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - Reuters
SoftBank is said to have explored potential takeover of chipmaker Marvell Technology
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.

OpenAI hits business customer milestone Nov 05, 2025

Show notes

The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)
Show Notes
Evercore’s Tactical Actional Positioning 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 .

Record shutdown meets election day Nov 05, 2025

Show notes

Michael Burry bets against AI Nov 04, 2025

Show notes

The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46)
Show Notes
Bitcoin hits lowest levels since June
Uber slides on outlook
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.