Wall Street Breakfast

Latest Episodes:

Tesla spins up speculation Oct 06, 2025

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Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: MU, QUBT, and more
French Prime Minister Sebastien Lecornu resigns
Four things for stock bulls to worry about other than the shutdown
40 alternative economic reports to utilize during the shutdown
Boeing prepares for possible 737 MAX production hike this month - report
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OpenAI DevDay kicks off week as shutdown persists Oct 05, 2025

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Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47) Bitcoin top $125,000 for first time. (2:57)
Show Notes
Which investing themes are ‘in’/‘out’ for H2 2020s
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

Shutdown freezes release, not data Oct 03, 2025

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AOL back in the merger game Oct 02, 2025

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Italy’s Bending Spoons is close to buying the company that once bought Time Warner. (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)
Show Notes
12 top takeover targets in tech
Caterpillar emerges as the new AI play
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.

Half a trillion and counting Oct 02, 2025

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OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: RKT, STLA, and more
Apple tables Vision Pro sequel to pursue smart glasses: report
Trump holding off on pharma tariffs to negotiate more deals - report
SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC
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ADP steals spotlight and reports jobs losses Oct 01, 2025

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With BLS down to one person, ADP payrolls jolt market with 32K drop. (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)
Show Notes
Nike up on turnaround enthusiasm
Reddit slumps as ChatGPT citations drop
China’s Golden Week kicks off
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.

Senate vote triggers government shutdown, data delays Oct 01, 2025

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Spotify CEO hands over the reins Sep 30, 2025

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Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)
Show Notes
Is the labor market stronger than it seems?
Wendy’s unveils Tendys
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.

Weed stocks light up Sep 30, 2025

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Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: UUUU, FLY, and more
Trump’s Tariffs: Key announcements from September
OpenAI's H1 revenue climbs 16% to $4.3 billion - report
Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report
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Hollywood gets the tariff treatment Sep 29, 2025

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Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)
Show Notes
BMO embraces S&P 7,000 by year end
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.