Wall Street Breakfast

5:26

October’s retail harvest

Wall Street Breakfast ·

2026/10/05

Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: PTC, QCOM, and moreNvidia’s valuation shows AI stocks are far from a bubble, DBS CIO saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend

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5:50

Jobs report - bad news is good news

Wall Street Breakfast ·

2026/10/02

The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)Episode transcripts: seekingalpha.com/wsbSign 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.

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6:14

No sprint for Nike yet

Wall Street Breakfast ·

2026/10/02

Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) Episode transcripts: seekingalpha.com/wsbShow links: Biggest stock movers Friday: NKE, SYNA, and moreSpaceX launches Crew-13 mission to International Space StationSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at

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8:10

All about AI

Wall Street Breakfast ·

2026/10/01

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55)Episode transcripts: seekingalpha.com/wsbSign 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.

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5:45

Constellation's big power play

Wall Street Breakfast ·

2026/10/01

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) Episode transcripts: seekingalpha.com/wsbShow links: Biggest stock movers Thursday: GOOG, INGN, and moreTrump announces $500 rebates for nearly 1M Obamacare enrolleesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to

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8:01

Micron on top

Wall Street Breakfast ·

2026/09/30

Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTubeShow links: Steven Cress' analysisWall Street Breakfast with Steven Cress (TGT, BA, MU)Alpha PicksEpisode transcripts: seekingalpha.com/wsbSign 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.

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5:21

Target extends value drive

Wall Street Breakfast ·

2026/09/30

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: BA, PYXS, NOC, and moreFord CEO: It’s not too late for U.S. to fend off Chinese EV rivalsBig tech CEOs sign off on Trump's 'super intelligence' safety accordDeepSeek unveils Huawei AI chip software to challenge

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3:30

Anthropic wants $2T, warns AI could kill us

Wall Street Breakfast ·

2026/09/29

Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30) Show NotesOura postpones IPOStudy says compute demand needs to hit $6TEpisode 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.

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6:02

Federal boost for Navitas

Wall Street Breakfast ·

2026/09/29

A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: SMMT, NVTS, and moreJobs and rents could shape the Fed's 2027 pathAMD to acquire World Labs in $8.2B all-stock dealTop 4 Stocks For Q4: Buy The September DipSign up for our daily

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3:39

Meta poaches MongoDB CEO for AI push

Wall Street Breakfast ·

2026/09/28

Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10) Show NotesAI agents could cause a bank run just doing what they’re told 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.

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4:34

SK Hynix hit by IPO concerns

Wall Street Breakfast ·

2026/09/28

A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: GFI, NIO, and moreNvidia introduces open-source tool to boost AI securityCalifornia Gov. Newsom signs bill restricting meme coins tied to public officialsMichael Burry: Trump 'cannot afford' to let AI boom failSign up for

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3:36

AI safety fears hit Washington

Wall Street Breakfast ·

2026/09/27

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21) Show NotesMicron Earnings: Bull Case and Bear CaseEarnings CalendarDividend RoundupEpisode 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.

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4:11

Costco checks out strong

Wall Street Breakfast ·

2026/09/25

Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - reportSign up for our daily newsletter here

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3:39

Oracle raises alarm over AI datacenter

Wall Street Breakfast ·

2026/09/24

Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42) Show NotesAI spending seen topping 3% of annual GDPEpisode 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.

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4:56

Judge gives press a pass

Wall Street Breakfast ·

2026/09/24

Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: P, VKTX, MGM, and moreMcDonald's puts $8.5B behind its next big comeback Hopes for a new Boeing-China deal fade - reportIs DraftKings betting big on losing gamblers?Sign up for our daily

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3:08

Morgan Stanley email exposes deal secrets

Wall Street Breakfast ·

2026/09/23

Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41) Show NotesThe U.S. golden credit card problemEpisode 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.

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6:07

US diesel dilemma

Wall Street Breakfast ·

2026/09/23

A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: WOR, VOYG, and moreTrump July disclosure: 1,156 trades, Microsoft and Amazon among largest salesRoyal Caribbean to buy 50% stake in Sandals Resorts for $3BNovo eyes hair-loss market as Ozempic maker looks to

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3:19

Shopify gives Meta's AI agent a home

Wall Street Breakfast ·

2026/09/22

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58) Show NotesThe sheer size of AI IPO dominanceEpisode 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.

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4:06

Tech rally takes a breath

Wall Street Breakfast ·

2026/09/22

Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: UBS, VICR, and more'Trump TV' debuts on YouTube as major networks suspend White House pool coverageFalcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJDollar General CEO says even $100k earners

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3:20

Yankee stake sale could value team at $12B

Wall Street Breakfast ·

2026/09/21

Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47) Show NotesBond market volatility a driver againEpisode 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.

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