Wall Street Breakfast

Latest Episodes:

Gold extends record run Sep 29, 2025

Show notes

Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: GSK, MLTX, and more
Goldman's 48 potential M&A candidates
SA Asks: What's the most attractive cloud stock right now?
Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands
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Will Fed's Powell make it to jobs day? Sep 28, 2025

Show notes

September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39)
Show Notes
EA stock – it’s in play
GameStop loses its last sell-sider
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: Micron, Alibaba, Nvidia, AI theme maturing Sep 26, 2025

Show notes

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).
Show Notes:
Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers
AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush
Wall Street rises after PCE index data comes in line
Episode transcripts: seekingalpha.com/wsb
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Tariffs hit pharma Sep 26, 2025

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What weak economy? Sep 25, 2025

Show notes

Three strong economic reports give the Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-flying Oracle gets a rare bear. (2:18)
Show Notes
Is the S&P the new risk-free rate?
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.

Intel and Apple: A Deal in the Making? Sep 25, 2025

Show notes

Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow. (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: RIG, IMRX, and more
Qualcomm unveils new Snapdragon chips for mobile, PCs at summit
Lithium Americas surges 95% on report of possible U.S. government stake but 'clock is ticking'
Delta said to replace engine units on A320 fleet to address toxic fume leaks
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NFL wants new TV deal ASAP Sep 24, 2025

Show notes

NFL Commissioner says the league is leaving money on the table. (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor. (2:57)
Show Notes
Goldman predicts AI productivity, GDP boost
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.

Alibaba to boost AI investment Sep 24, 2025

Show notes

Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: LAC, MU, and more
Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
OpenAI, Oracle reveal first Stargate data center in Texas: report
Russian fuel crisis grows as Ukraine steps up drone attacks on refineries
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Next stage of AI revolution arrives Sep 23, 2025

Show notes

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)
Show Notes
Nvidia is keeping the U.S. out of a recession
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.

Kenvue in focus Sep 23, 2025

Show notes

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: SAVA, CLSK, and more
U.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report
10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI
Trump administration re-evaluating $2.3B loan for Lithium Americas mine - Bloomberg
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