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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.
- Today3 min
Starbucks eyes Chipotle takeover
Combo would be a restaurant megadeal. PepsiCo flags North America, beverage concerns. Chick-fil-A says no thanks to AI drive-thru. Show NotesHigh growth and cash flow ROI discount stocksEpisode 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.
- Today5 min
F-35 parts go off radar
The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. Costco's (COST) sales surge continued in September. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MRVL, APLD, 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.
- Yesterday3 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.
- Yesterday4 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.
- 2 days ago6 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.
- 3 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.
- 6 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.
- 6 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.
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