Wall Street Breakfast

Latest Episodes:

Alarm bells on Wall Street Sep 15, 2026

Show notes

One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: PLAY, ENVA, and more
U.S. has weapons in space, Air Force secretary confirms
Chevron CEO Wirth, other U.S. oil executives warn global fuel crisis has arrived
U.S. 10-year Treasury yield climbs to highest level since 2007 ahead of Fed decision
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Tesla Roadster could finally take flight Sep 14, 2026

Show notes

Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06)
Show Notes
Goldman update long duration basket
Episode transcripts seekingalpha.com/wsb.
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Oil's new chokepoint Sep 14, 2026

Show notes

Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: AI, chip stocks, and more
Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027
Michael Burry calls AI leaders’ slowdown push ‘self-serving’
AI, chip stocks fall as tech CEOs urge caution on development pace
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Fed faces a rate hike reckoning Sep 13, 2026

Show notes

The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Oracle's growth spell Sep 11, 2026

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Treasury yields hit Financial Crisis highs Sep 10, 2026

Show notes

PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58)
Show Notes
This retro name is the fastest growing soft drink
Episode transcripts seekingalpha.com/wsb.
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Trump's ballot box bonus plan Sep 10, 2026

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Anthropic researcher warns AI could kill us all Sep 09, 2026

Show notes

Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20)
Show Notes
NASA wants ideas for moon living
Episode transcripts seekingalpha.com/wsb.
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