Wall Street Breakfast

Latest Episodes:

Canada's tariffs go live Sep 08, 2026

Show notes

Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: ZIM, NVS, and more
SA Asks: How concerned should investors be about surging global bond yields?
Labor Day week has a nasty history for the S&P 500
Trump says he made ‘hundreds of billions’ on stocks for U.S.
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Inflation puts Fed rate hike on the line Sep 06, 2026

Show notes

August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23)
Show Notes
Does Trump want the dollar-loonie parity?
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 Alpha at seekingalpha.com/subscriptions.

A tough stretch for lululemon Sep 04, 2026

Show notes

Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: IOT, LULU, DSS and more
Investment News Quiz - Friday, Sep. 4
What's shaping the geography of U.S. AI data centers?
Elon Musk’s super PAC spends $800K on key Republican midterm races
Oil trends toward biggest weekly gain since July; ING raises price forecast
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Ford bets big on $30K electric truck Sep 03, 2026

Show notes

Ford targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59)
Show Notes
The case for buying stocks when the Fed hikes
Walmart delivering Dunkin’
Episode transcripts seekingalpha.com/wsb.
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Broadcom beat meets high hopes Sep 03, 2026

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Uber cuts jobs to go simpler and faster Sep 02, 2026

Show notes

Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27)
Show Notes
SiriusXM gets a vote of confidence
Episode transcripts seekingalpha.com/wsb.
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A Dell of a quarter Sep 02, 2026

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The bond yield America can't afford Sep 01, 2026

Show notes

Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01)
Show Notes
William Blair’s latest stock Conviction List
Episode transcripts seekingalpha.com/wsb.
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Liability sparks downgrades Sep 01, 2026

Show notes

One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking. (02:45)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: NVS, NIO, and more
Apple’s $4.6T test: Can Ternus build what comes next?
Trump says data center opponents could 'end up backwards and poor'
Howmet slides after Elon Musk unveils SpaceX turbine-blade casting plan
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Central banks get AI jitters Aug 31, 2026

Show notes

BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12)
Show Notes
Retail investor ready for a vacation from buy-the-dip
Episode transcripts seekingalpha.com/wsb.
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