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Wall Street Breakfast: Daily Summaries Delivered
by Seeking Alpha
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today5 min
LULU's discount dilemma
lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. Peloton (PTON) bets on Pilates growth with acquisition of Skōp. Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: LULU, DOCU, and moreThe summer box office blitz is starting to heat upCrowdStrike CEO brushes off post-earnings dip, points to exploding AI demandNvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO saysSign 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.
- Yesterday3 min
Quantinuum IPO pops on Nasdaq debut
Quantinuum ushers in the commercial quantum era. CrowdStrike falls despite raising guidance and stock split. Job cuts rise as companies restructure for AI. Show NotesThe stocks posed to win the World CupBots top human internet traffic 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.
- Yesterday5 min
Broadcom beat not enough
Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CRWD, AVGO, and moreNetflix explores voice AI, generative tech to cure 'content overload' frustrationU.S. House of Representatives vote to restrict Trump's military actions in IranMiddle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike aheadSign 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.
- 2 days ago3 min
SpaceX targets record IPO
SpaceX aiming to price at $135/share for $1.75T valuation. ADP reports strongest private job growth since March 2025. GameStop rallies after record profit. Show NotesFord issues ‘do not drive’ advisory 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.
- 2 days ago5 min
Bitcoin's great withdrawal
Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. Trump inks executive order for vetting advanced AI models. Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GME, MRVL, and moreGoogle just said it plans to spend $80B more on AI. Which companies might benefit?GameStop rallies after record Q1 operating income tally, new $2B buyback programMicrosoft flexes AI muscles with new in-house models, agents and quantum chips at BuildSign 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.
- 3 days ago3 min
Huang sees Marvell's trillion-dollar path
Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. Hewlett Packard Enterprise jumps on outlook. McDonald's tests chicken wings as global demand outpaces beef. Show NotesWilliam Blair updates its Conviction List 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.
- 3 days ago4 min
Alphabet Wants $80B
Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. Citron Research founder Andrew Left found guilty of securities fraud. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HPE, MCHP, and moreMicrosoft Build: What to expectDamaged Blue Origin pad may not be restored until 2028, NASA official saysMcDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-AOpenAI sued by Florida over alleged AI harmSign 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.
- 4 days ago3 min
Nvidia expands its AI ambitions
Nvidia unveils new AI chips and agentic AI partnerships. JetBlue reports strong travel demand and improves outlook. Jerome Powell warns against political interference at the Fed. Show NotesRecord IPO year at hand 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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Frequently Asked Questions
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