Wall Street Breakfast

Latest Episodes:

Crypto bounces back Oct 13, 2025

Show notes

Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed. (02:52)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more
Silver soars to decades-high in historic short squeeze as gold hits record
Economists expect stronger economic growth, slower job gains - NABE survey
Trump hints export controls on Boeing parts in response to China - report
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Earnings arrive as Trump downplays China trade fight Oct 12, 2025

Show notes

President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24)
Show Notes
The Air Jordan Economy
More stocks to short
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.

Inflation report still in sight Oct 10, 2025

Show notes

Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Take the quiz: Investment News Quiz - Friday, Oct. 10
Biggest stock movers Friday: APLD, PATH, and more
Senate passes bill requiring Nvidia, AMD to prioritize domestic customers over China
China said to tighten customs checks on Nvidia AI chips
Levi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlook
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Meet Ferrari's Elettrica Oct 09, 2025

Show notes

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)
Show Notes
J.P. Morgan’s top tech stocks to short
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.

Netflix levels up Oct 09, 2025

Show notes

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: AZZ, RELL, and more
Microsoft plans healthcare AI push in Copilot with Harvard deal: report
U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support
US approves Nvidia chip exports to UAE in bilateral AI deal: Bloomberg
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Nvidia invests big in xAI Oct 08, 2025

Show notes

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)
Show Notes
J.P. Morgan’s top consumer sector shorts
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.

Lawmakers urge broader China chip curbs Oct 08, 2025

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Gold futures top $4,000 Oct 07, 2025

Show notes

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)
Show Notes
Paul Tudor Jones has that 1999 feeling
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.

Deals don’t wait ‘til November Oct 07, 2025

Show notes

AMD rockets on OpenAI deal Oct 06, 2025

Show notes

OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)
Show Notes
Young Wall Streeters say this is the essential human skill in the AI era
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.