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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:
    Yankee stake sale could value team at $12B Sep 21, 2026
    Show notes

    Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)
    Show Notes
    Bond market volatility a driver again
    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.


    Musk's Texas tunnel vision Sep 21, 2026
    Show notes

    Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: WBD, PSKY, and more
    Paramount may face $30M fine per missed film under settlement terms: Bloomberg
    N.Y. Yankees near deal giving Apollo 16% stake in storied franchise
    Oil supertanker shortage: Another risk for gas prices
    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.


    Trump-Xi meet to talk rare earths, AI Sep 20, 2026
    Show notes

    Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)
    Show Notes
    Trump polls to rebrand AI
    Journalists barred from White House
    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 Alpha at seekingalpha.com/subscriptions.


    Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash) Sep 18, 2026
    Show notes

    It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)
    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.


    Intapp makes its AI case Sep 18, 2026
    Show notes

    Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Friday: XENE, NUE, and more
    Jensen Huang says Nvidia will double chip volume next year amid strong AI demand
    Chinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: report
    Amazon ordered to expand payment and eligibility threshold under Prime settlement
    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 Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) Sep 17, 2026
    Show notes

    Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)
    Follow Steve on YouTube, X, and TikTok to catch all of his Wall Street Breakfast episodes!
    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.


    Amazon supercharges Generac Sep 17, 2026
    Show notes

    Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: GNRC, FLNC, and more
    SA Asks: What was the main takeaway from the FOMC's rate decision?
    China's Huawei sets 2027 launch for new AI chips as it targets Nvidia
    Trump orders block on Canadian goods for US federal contracts
    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.


    Fed hikes rates for the first time in three years Sep 16, 2026
    Show notes

    The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)
    Show Notes
    ‘Dose of accommodation’ removed: Warsh
    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.


    SK Hynix reportedly eyes U.S. memory play Sep 16, 2026
    Show notes

    SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: INTC, VOD, and more
    Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown
    EU to propose social media restrictions for kids under 13
    Retail traders chased cyber options but skipped the stocks
    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.


    Trump says AI takeover is a hoax Sep 15, 2026
    Show notes

    A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57)
    Show Notes
    A history of good and bad tech predictions
    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.


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