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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.
- Today4 min
Meta, Microsoft earnings test
Meta's (META) record slide sets up earnings test. All eyes on Microsoft (MSFT) earnings. Amazon's (AMZN) grocery push is working. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: F, CAR, and moreOil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of HormuzCurrent stock market is in the early stages of a ‘generational trade’ – JPM’s Phil CamporealeU.S. bans new foreign-made humanoid robots, power invertersSign 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
Amazon revamps AI strategy
Amazon shifts to frontier model initiative. PayPal’s buyout bargaining chip. Apple tops a $5 trillion market value. Show NotesShould SpaceX pay $480/share for Tesla?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.
- Yesterday4 min
Chips drag Korea lower
Korea's market meltdown starts with two stocks. Ford (F) and GM are battling for a Pentagon payday. Cracker Barrel (CBRL) hits reset—again. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: APLD, CLS, and moreFAA calls for Boeing 737 MAX inspection over incorrectly installed seatsBuzzFeed jumps on plan to cut a third of workforceTaiwan reportedly probes Nvidia office over alleged AI chip smuggling to ChinaSign 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 ago4 min
OpenAI agent went rogue for days
The agent broke out of its testing environment for a hacking spree. Rocket Lab wins its largest-ever launch contract. Durable goods orders rise, helped by AI. Show NotesWarner accuses Amazon of poaching employeesEpisode 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 ago4 min
A fine mess for Waymo
Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). United’s (UAL) big merger bid never got airborne. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: AVGO, FBRX, oil companies, and moreBofA sees August setting up as tough for stocks; dollar, gold favoredMichael Burry ramps up chip shorts, holds TSLA and PLTR betsEuropean rival to SpaceX seeks $300 million at $2 billion valuation: FTSign 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.
- 5 days ago4 min
Intel flexes on Q2 beat
Intel's (INTC) biggest growth spurt in 15 years. Trump's new tariffs are about to hit. Oracle (ORCL) lands a big one. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, SAP, and moreInvestment News Quiz - Friday, Jul. 24Tesla's earnings slump leaves short sellers with over $9B in paper gains this yearStripe in talks to acquire AI startup OpenRouter for ~$10B - reportSandisk's price target cut at Susquehanna/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.
- 6 days ago4 min
ServiceNow's answer to rogue AI
ServiceNow (NOW) says it has the answer to rogue AI. A landmark nuclear pact is raising questions. The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, GOOG, NOW, and moreTaco Bell leans on $1 enchirito to reverse tainted lettuce slumpAlphabet's AI spending pushes free cash flow into the red for first timeIBM's second-quarter miss hits lighter second time aroundSign 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.
- 1 weeks ago5 min
Super Micro heats up
Super Micro (SMCI) rockets higher. The clock is ticking for generic drug imports. Nike's (NKE) China strategy shift. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, DYN, OKLO, and moreSpaceX faces massive share unlocks as investors brace for insider sellingOpenAI models inadvertently hack Hugging Face system during cyber capability evaluationWhat will Tesla say during their next earnings call? – KalshiSign 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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