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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.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- Today3 min
Skydance bets on AI after mega-merger
Skydance takes on streamers and tech giants. Micron could triple as the memory boom accelerates. SpaceX seeks $40B to load up on Nvidia chips. Show NotesDan Ives’ top tech stocks for 2027Webull’s reported China government tiesEpisode 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.
- Today4 min
Pop goes the AI bubble?
Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. Spotify (SPOT) is about to get a lot more audible. Queso (CMG) with your coffee (SBUX)? Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ZIM, STZ, and moreSign 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.
- Yesterday6 min
SCOTUS weighs oil liability
SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). Pressure is mounting on Mattel (MAT). McDonald’s (MCD) faces an AI pricing legal battle. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: FRSH, OPCH, CEG and moreGoogle nears billion-dollar deal for nuclear power from Constellation - BloombergSign 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
October’s retail harvest
Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. Huawei and Qualcomm (QCOM) strike a deal. Redwire (RDW) lands another piece of Axiom's space station puzzle. 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 grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
- 5 days ago5 min
Jobs report - bad news is good news
The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected . Nike slides after earnings Moderna rises from the dead Treasury yields retreat 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.
- 5 days ago6 min
No sprint for Nike yet
Nike’s (NKE) China slump is getting harder to outrun. Moderna (MRNA) is joining the Nasdaq-100. The mortgage industry is bracing for a credit-reporting shake-up. Episode transcripts seekingalpha.com/wsb.Show 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 seekingalpha.com/subscriptions.
- 6 days ago8 min
All about AI
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 Oracle getting away from being incredibly reliant on OpenAI Micron's outstanding numbers 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.
- 6 days ago5 min
Constellation's big power play
Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). Micron's (MU) eye-popping results. Episode transcripts seekingalpha.com/wsb.Show 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 Seeking Alpha Premium at seekingalpha.com/subscriptions.
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