Business News

Wall Street Breakfast

Seeking Alpha

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

300 episodes

Jobs report - bad news is good news 2 Oct 2026 · 6 min 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) Tr…

No sprint for Nike yet 2 Oct 2026 · 6 min 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. (…

All about AI 1 Oct 2026 · 8 min 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…

Constellation's big power play 1 Oct 2026 · 6 min 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…

Micron on top 30 Sept 2026 · 8 min Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube Show links: Steven Cress' analysis Wall Street Breakfast with Steven Cress (T…

Target extends value drive 30 Sept 2026 · 5 min 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 setb…

Anthropic wants $2T, warns AI could kill us 29 Sept 2026 · 4 min 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)…

Federal boost for Navitas 29 Sept 2026 · 6 min 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-st…

Meta poaches MongoDB CEO for AI push 28 Sept 2026 · 4 min 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…

SK Hynix hit by IPO concerns 28 Sept 2026 · 5 min 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 t…

AI safety fears hit Washington 27 Sept 2026 · 4 min 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 yi…

Costco checks out strong 25 Sept 2026 · 4 min 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) Epi…

Oracle raises alarm over AI datacenter 24 Sept 2026 · 4 min 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 Notes AI spending seen topping…

Judge gives press a pass 24 Sept 2026 · 5 min 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.-…

Morgan Stanley email exposes deal secrets 23 Sept 2026 · 3 min 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 Notes The U.S. golden cr…

US diesel dilemma 23 Sept 2026 · 6 min 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 conci…

Shopify gives Meta's AI agent a home 22 Sept 2026 · 3 min 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 Notes The sheer siz…

Tech rally takes a breath 22 Sept 2026 · 4 min 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 refus…

Yankee stake sale could value team at $12B 21 Sept 2026 · 3 min 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 Notes Bond market volatility a dri…

Musk's Texas tunnel vision 21 Sept 2026 · 5 min Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (…

Trump-Xi meet to talk rare earths, AI 20 Sept 2026 · 4 min Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03) Sh…

Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash) 18 Sept 2026 · 21 min It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boo…

Intapp makes its AI case 18 Sept 2026 · 4 min Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is gi…

Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) 17 Sept 2026 · 13 min Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger…

Amazon supercharges Generac 17 Sept 2026 · 5 min Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) Episode tr…

Fed hikes rates for the first time in three years 16 Sept 2026 · 3 min The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (…

SK Hynix reportedly eyes U.S. memory play 16 Sept 2026 · 5 min SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02…

Trump says AI takeover is a hoax 15 Sept 2026 · 4 min A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57) Show Notes A history of good…

Alarm bells on Wall Street 15 Sept 2026 · 5 min One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (CO…

Tesla Roadster could finally take flight 14 Sept 2026 · 3 min Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06) Show No…