Wall Street Breakfast

Latest Episodes:

Futures lower as oil rises Aug 31, 2026

Show notes

Oil jumps, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17 billion deal. (01:49) 5
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Energy stocks and more
BOE chief warns G20 of AI threats to financial stability, equity markets
Wealthy Americans turn to private life insurance for tax-free investing
Nvidia's Quant Rating upgraded to Strong Buy after upbeat outlook
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Jobs report puts Fed hike in focus Aug 30, 2026

Show notes

August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56)
Show Notes
Cybercab unveil this week
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Marvell beats, street shrugs Aug 28, 2026

Show notes

Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: PYPL, MRVL, and more
U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios
What will Warsh say at Jackson Hole if he doesn't offer guidance?
Michael Burry buys Nvidia calls as hedge, expands shorts on Oracle and Palantir
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New chip tariffs could hit AI race Aug 27, 2026

Show notes

White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16)
Show Notes
“Grand Theft Auto 6” preview debuts on Netflix
Episode transcripts seekingalpha.com/wsb.
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Nvidia’s biggest hug yet Aug 27, 2026

Show notes

Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: NVDA, OKTA, and more
What is Hugging Face?
Russia prepares Ukraine escalation as talks collapse - report
U.S. cracks down on Chinese hacking network that targeted DOJ, Fed and Senate
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Meta settles kids addiction case for $12.7B Aug 26, 2026

Show notes

Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58)
Show Notes
The big cost of seeing every NFL game
Episode transcripts seekingalpha.com/wsb.
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Bullseye misses the mark Aug 26, 2026

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OpenAI chip takes on Nvidia Aug 25, 2026

Show notes

OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27).
Show Notes
United Airlines announces new international routes
Episode transcripts seekingalpha.com/wsb.
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