Wall Street Breakfast
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- 1 000
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- quotidienne
- Dernier épisode
- 13 Nov 2026
À propos du podcast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Épisodes 1 000
Microsoft outage drags into second day
Microsoft struggles to restore services as its global outage continues. (0:15) Anthropic's IPO 6x oversubscribed. (1:23) Applied Materials beats forecasts. (2:02)Episode transcripts: seekingalpha.com/wsbSign up …
Notes de l’épisode
Microsoft struggles to restore services as its global outage continues. (0:15) Anthropic's IPO 6x oversubscribed. (1:23) Applied Materials beats forecasts. (2:02)
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.Nvidia's Jensen Huang era ends in scandal
Jensen Huang resigns as CFO takes the helm. (0:14) Wall Street downgrades flood in. (0:49) Trump dismisses prospects for an Iran deal. (2:11) Show NotesKraft Heinz looks to ketchupEpisode transcripts …
Notes de l’épisode
Jensen Huang resigns as CFO takes the helm. (0:14) Wall Street downgrades flood in. (0:49) Trump dismisses prospects for an Iran deal. (2:11)
Show Notes
Kraft Heinz looks to ketchup
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.Nvidia board prepares to oust Jensen Huang
Board looking at replacements as reports of second affair surface. (0:15) Dan Ives slashes NVDA fair value. (1:42) Elon Musk offers Jensen a landing spot. (2:22) Show Notes Who’s odds-on to replace Jensen …
Notes de l’épisode
Board looking at replacements as reports of second affair surface. (0:15) Dan Ives slashes NVDA fair value. (1:42) Elon Musk offers Jensen a landing spot. (2:22)
Show Notes
Who’s odds-on to replace Jensen Huang?
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.Anthropic CEO prescribes AI miracles
Anthropic's CEO says AI could eliminate major diseases within a decade. (0:14) CoreWeave results boost rival AI cloud stocks. (1:13) Rivian's R2 is MotorTrend's SUV of the Year. (2:03) Show NotesSix Flags …
Notes de l’épisode
Anthropic's CEO says AI could eliminate major diseases within a decade. (0:14) CoreWeave results boost rival AI cloud stocks. (1:13) Rivian's R2 is MotorTrend's SUV of the Year. (2:03)
Show Notes
Six Flags insiders buying
Episode transcripts seekingalpha.com/wsb.
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Costco (COST) has a $13.3B surprise for investors. (00:25) CoreWeave (CRWV) just gave Wall Street more to like. (01:19) 7 Brew serves Starbucks (SBUX), Dutch Bros (BROS) a fresh challenge. (02:14) Episode …
Notes de l’épisode
Costco (COST) has a $13.3B surprise for investors. (00:25) CoreWeave (CRWV) just gave Wall Street more to like. (01:19) 7 Brew serves Starbucks (SBUX), Dutch Bros (BROS) a fresh challenge. (02:14)
Episode transcripts seekingalpha.com/wsb.
Show links:
Are markets open on Veterans Day?
Biggest stock movers Wednesday: CRWV, RGTI, and more
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Anthropic IPO could make history despite lower valuation. (0:14) Hot CPI boosts odds of a bigger December Fed hike. (1:07) Trump says the FBI is investigating Nvidia's CEO. (2:46)Show Notes D-Wave Quantum under …
Notes de l’épisode
Anthropic IPO could make history despite lower valuation. (0:14) Hot CPI boosts odds of a bigger December Fed hike. (1:07) Trump says the FBI is investigating Nvidia's CEO. (2:46)
Show Notes
D-Wave Quantum under pressure post-earnings
Episode transcripts seekingalpha.com/wsb.
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Gamers are ready to play GTA 6 (TTWO). (00:13) Boeing's (BA) latest flight plan includes fewer jobs. (01:34) McDonald's (MCD) and Uber (UBER) expand their partnership. (02:05) Episode transcripts …
Notes de l’épisode
Gamers are ready to play GTA 6 (TTWO). (00:13) Boeing's (BA) latest flight plan includes fewer jobs. (01:34) McDonald's (MCD) and Uber (UBER) expand their partnership. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: RKLB, SANM, and more
Take the poll: What will be the outcome of Nvidia's (NVDA) board probe into Jensen Huang?
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Singapore’s Megaspeed in DOJ crosshairs. (0:15) Jersey Mike's makes London debut. (2:31) Food tech startup Wonder’s IPO. (3:07) Show Notes Poll: What will happen to Jensen Huang?Episode transcripts …
Notes de l’épisode
Singapore’s Megaspeed in DOJ crosshairs. (0:15) Jersey Mike's makes London debut. (2:31) Food tech startup Wonder’s IPO. (3:07)
Show Notes Poll: What will happen to Jensen Huang?
Episode transcripts seekingalpha.com/wsb.
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Nvidia (NVDA) finds itself in a real-life spy drama. (00:13) NASA has big plans for the Moon. (02:31) The nuclear comeback gathered steam Friday. (03:39) Episode transcripts seekingalpha.com/wsb.Show …
Notes de l’épisode
Nvidia (NVDA) finds itself in a real-life spy drama. (00:13) NASA has big plans for the Moon. (02:31) The nuclear comeback gathered steam Friday. (03:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: NVDA, VIR, and more
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.Anthropic's historic IPO roadshow begins
Anthropic plows ahead despite the tech selloff. (0:18) October inflation data could strengthen case for another Fed hike. (1:21) Berkshire Hathaway ramps up buybacks. (2:25) Show NotesJensen Huang had affair …
Notes de l’épisode
Anthropic plows ahead despite the tech selloff. (0:18) October inflation data could strengthen case for another Fed hike. (1:21) Berkshire Hathaway ramps up buybacks. (2:25)
Show Notes
Jensen Huang had affair with alleged spy - FT
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Tesla plans to wind down Cybertruck production to expand Cybercab output. (0:18) Anthropic's $1.5T IPO valuation faces growing skepticism. (1:10) Nvidia risks a Cisco-style reckoning. (2:13) Show NotesJapan …
Notes de l’épisode
Tesla plans to wind down Cybertruck production to expand Cybercab output. (0:18) Anthropic's $1.5T IPO valuation faces growing skepticism. (1:10) Nvidia risks a Cisco-style reckoning. (2:13)
Show Notes
Japan enters a bear market
Episode transcripts: seekingalpha.com/wsb
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Markets plunged as investors reacted to uncertainty surrounding AI regulation, earnings, and the broader economic outlook, sending major tech stocks sharply lower. Qualcomm's weakness, Apple's bond offering …
Notes de l’épisode
Markets plunged as investors reacted to uncertainty surrounding AI regulation, earnings, and the broader economic outlook, sending major tech stocks sharply lower. Qualcomm's weakness, Apple's bond offering, and the renewed rally in gold.
Show Notes:
Investing Lately? It's Tricky! How To Move Past Fear And Uncertainty
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.Wall Street sheds jitters as fear gauge tumbles
The VIX plunges after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its earnings outlook disappoints. (1:23) Meta warns that data center construction is getting harder. (2:18) Show NotesOpenAI …
Notes de l’épisode
The VIX plunges after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its earnings outlook disappoints. (1:23) Meta warns that data center construction is getting harder. (2:18)
Show Notes
OpenAI ditches data center NDAs
Episode transcripts: seekingalpha.com/wsb
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Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and …
Notes de l’épisode
Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and SpaceX. ARM, Qualcomm, and other major earnings.
Show Notes
Oil prices slide as Trump plays down prospect of Iran strikes after U.S. election rout
Musk eyes data centers in orbit, not Texas
Blue Wave: What it means for AI, corporate oversight and U.S. fiscal outlook
Episode transcripts: seekingalpha.com/wsb
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Futures erase losses with Dems taking Congress in midterms. (0:16) Texas results raise fresh questions for AI data centers. (2:01) AMD rallies as booming AI chip sales lift its outlook. (3:07)Show NotesGold …
Notes de l’épisode
Futures erase losses with Dems taking Congress in midterms. (0:16) Texas results raise fresh questions for AI data centers. (2:01) AMD rallies as booming AI chip sales lift its outlook. (3:07)
Show Notes
Gold reclaims $4,000, rates fall on gridlock hope
Episode transcripts: seekingalpha.com/wsb
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U.S. midterm elections. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD faces high expectations …
Notes de l’épisode
U.S. midterm elections. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD faces high expectations; Shopify's AI-agent concerns and Pfizer's patent expirations weigh on investor sentiment.
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.Apple's strong sales outlook hits a snag
Apple forecasts stronger sales, but with pressure on margins. (0:18) Salesforce agrees to acquire voice AI specialist Cresta. (1:37) Disney preps for thousands of job cuts. (2:08) Show NotesOdds of Democrats …
Notes de l’épisode
Apple forecasts stronger sales, but with pressure on margins. (0:18) Salesforce agrees to acquire voice AI specialist Cresta. (1:37) Disney preps for thousands of job cuts. (2:08)
Show Notes
Odds of Democrats sweeping midterms hit 75% on Election Day
S&P 500 has an amazing post-midterms track record
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.Big tech earnings take center stage
Falling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum deal - smart, but weird timing (4:05). Apple and Palantir face critical earnings …
Notes de l’épisode
Falling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum deal - smart, but weird timing (4:05). Apple and Palantir face critical earnings tests (6:50)
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.S&P cuts Meta's credit outlook to negative
S&P cuts Meta's outlook over soaring AI spend, low cash flow. (0:17) Binance sees $3.64B flow out as withdrawals resume. (1:23) OpenAI plans to rebrand data centers as ‘AI compute campuses.’ (2:06) Episode …
Notes de l’épisode
S&P cuts Meta's outlook over soaring AI spend, low cash flow. (0:17) Binance sees $3.64B flow out as withdrawals resume. (1:23) OpenAI plans to rebrand data centers as ‘AI compute campuses.’ (2:06)
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.Midterms put Congress up for grabs
Voters head to the polls with odds favoring a Dem sweep. (0:17) Nonfarm payrolls seen up 65K for October. (1:26) Apple, AMD and Palantir earnings test battered tech stocks. (1:59) Show NotesEarnings …
Notes de l’épisode
Voters head to the polls with odds favoring a Dem sweep. (0:17) Nonfarm payrolls seen up 65K for October. (1:26) Apple, AMD and Palantir earnings test battered tech stocks. (1:59)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Binance reports $6.3B in potential losses from a massive breach. (0:17) Intel plunges as a PC slowdown derails its turnaround. (1:33) Reddit considers mandatory logins as AI search hits traffic. (2:37)Episode …
Notes de l’épisode
Binance reports $6.3B in potential losses from a massive breach. (0:17) Intel plunges as a PC slowdown derails its turnaround. (1:33) Reddit considers mandatory logins as AI search hits traffic. (2:37)
Episode transcripts: seekingalpha.com/wsb
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Amazon earnings preview (0:25) Google concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surprise (3:30) Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full …
Notes de l’épisode
Amazon earnings preview (0:25) Google concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surprise (3:30)
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.Wendy's gets a rescue buyout bid
Nelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire Lumentum? (1:38) Episode …
Notes de l’épisode
Nelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire Lumentum? (1:38)
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.Fed holds rates, but with hawkish hints
The Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027. (1:19)Episode transcripts …
Notes de l’épisode
The Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027. (1:19)
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.SK Hynix unveils $75B shareholder bonanza
SK Hynix surges after strong earnings and massive shareholder payouts. (0:17) Amazon warns software engineers against tokenmaxxing. (1:35) Robinhood slides after earnings fall short. (2:19) Show Notes What will …
Notes de l’épisode
SK Hynix surges after strong earnings and massive shareholder payouts. (0:17) Amazon warns software engineers against tokenmaxxing. (1:35) Robinhood slides after earnings fall short. (2:19)
Show Notes
What will the Fed do today?
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.Sentiment improves; all about earnings
2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10)Show NotesEarnings …
Notes de l’épisode
2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10)
Show Notes
Earnings calendar
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.DoorDash eyes $17B Instacart takeover
Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going private amid a stock slump …
Notes de l’épisode
Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going private amid a stock slump. (2:18)
Show Notes
ETFs that already have Anthropic exposure
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.AI trade still in focus
Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00)Episode transcripts: seekingalpha.com/wsbShow …
Notes de l’épisode
Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00)
Episode transcripts: seekingalpha.com/wsb
Show Notes:
AI Spending Faces Reality Check As Tech Earnings Roll In
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.Musk warns of neocloud shakeup
Elon Musk warns hundreds of ‘guppy-level deaths’ amid AI lending crunch. (0:17) SK Hynix plans $12B special dividend. (1:37) Boo! Halloween candy sales fall as high prices squeeze consumers. (2:16)Episode …
Notes de l’épisode
Elon Musk warns hundreds of ‘guppy-level deaths’ amid AI lending crunch. (0:17) SK Hynix plans $12B special dividend. (1:37) Boo! Halloween candy sales fall as high prices squeeze consumers. (2:16)
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.Fed seen holding steady, but for how long?
What will be the FOMC’s next move? (0:17) Microsoft, Alphabet and Amazon earnings put AI spending under scrutiny. (1:30) JetBlue creditors organize amid rising fuel costs. (3:03) Show NotesEarnings …
Notes de l’épisode
What will be the FOMC’s next move? (0:17) Microsoft, Alphabet and Amazon earnings put AI spending under scrutiny. (1:30) JetBlue creditors organize amid rising fuel costs. (3:03)
Show Notes
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.
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