Wall Street Breakfast

Latest Episodes:

S&P 500 shuffle sparks market moves Sep 08, 2025

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Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more
Amazon to end long-running Prime invitee program
ASML is said to become top investor in French AI startup Mistral
Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost
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Stagflation alarms could sound this week Sep 07, 2025

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The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boosts spending outlook to $115B. (3:18)
Show Notes
Wedbush’s top AI trades through the end of the year
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: jobs data, gold highs, AI + tariff impact Sep 05, 2025

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Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)
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Wall Street's major averages slide after briefly tagging record highs as payrolls data lands
Broadcom surges after Q3 results, new customer announcement makes analysts bullish
Episode transcripts: seekingalpha.com/wsb
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Futures tick up ahead of jobs data Sep 05, 2025

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Nvidia stealing a march on quantum computing Sep 04, 2025

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Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07)
Show Notes
Salesforce slumps post-earnings
RFK Jr. reportedly replacing more vaccine panel members
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.

Football returns, ad dollars pour in Sep 04, 2025

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Stark warning on holiday spending Sep 03, 2025

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Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. (3:11)
Show Notes
Chick-Fil-A goes global
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.

Chrome stays put Sep 03, 2025

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Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more
U.S. holiday spending likely to see sharpest decline since pandemic - PwC
NuScale surges on partnership with TVA for 6 GW of small modular reactors
Blackstone buys $819 million worth trophy office in central Paris
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Activists target Pepsi Sep 02, 2025

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Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)
Show Notes
The most overbought global stock markets
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 futures slip to start September Sep 02, 2025

Show notes

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: FTNT, ULCC, and more
Trump says India offered to cut tariffs to zero, slams purchase of Russian oil and arms
Metaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoin
Bessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - report
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