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Wall Street Breakfast — Business
Wall Street Breakfast

Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

Copyright: © Copyright Seeking Alpha

Latest Episodes:

AI plans weigh on BABA Aug 24, 2026

Show notes

What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: BABA, XPEV, and more
Trump June stock disclosure: more than 1,000 trades, big in the VIG
SA Asks: How concerned should Meta investors be about child safety lawsuits?
Iran Economic D-Day: Bessent warns of endgame; Tehran threatens Gulf oil exports
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Nvidia and Jackson Hole take center stage Aug 23, 2026

Show notes

Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Ross finds value in value Aug 21, 2026

Show notes

Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: ROST, MSTR, and more
Take the Investment News Quiz!
U.S. to end summer blend gasoline requirement early in bid to help curb pump prices
Gold could top $5,000 by next year, Morgan Stanley says
Nvidia might go Hulk mode, as Jefferies expects Q2 revenue to smash estimate by $3B
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Walmart flashes consumer warning Aug 20, 2026

Show notes

Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00)
Show Notes
Universities face a SpaceX windfall conundrum
Episode transcripts seekingalpha.com/wsb.
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Moderna’s $44B booster Aug 20, 2026

Show notes

Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto stocks, WOLF, and more
Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'
Tentative trade deal would cut Canada steel, aluminum tariffs by half - reports
Treasury's buyback expansion is not QE
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IBM hits key quantum computing milestone Aug 19, 2026

Show notes

IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)
Show Notes
Amazon drones coming to 500 more cities
Episode transcripts seekingalpha.com/wsb.
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Canada buys 72 hours Aug 19, 2026

Show notes

Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SKHY, KEYS, LZB, and more
Iran weighs attacking U.S. military targets in Europe if Trump escalates war - report
California AG says case against Meta focuses on 'penalties and restitution,' not damages
Investors should secure a chair before the music stops, BTIG says
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Meta faces high-stakes federal trial over child safety Aug 18, 2026

Show notes

Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45)
Show Notes
Wendy's bringing back COO position
Disney, ABC sue FCC, allege First Amendment violations
Companies that could see the biggest AI productivity benefits - Goldman
Episode transcripts: seekingalpha.com/wsb
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Bond vigilantes stir as yields climb Aug 18, 2026

Show notes

The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49)
Show Notes
Nike hits 12-year low, is a buy signal flashing?
Trump approval hits term low
Episode transcripts: seekingalpha.com/wsb
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McDonald's gets a Red Bull boost Aug 17, 2026

Show notes

McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29)
Show Notes
Rebel Brands ice cream goes bankrupt
Ferrari auctions for record $40M
Space is now institutional asset
Episode transcripts seekingalpha.com/wsb.
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