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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
Reddit beat fails to trend
Investors are downvoting Reddit (RDDT). Anthropic (ANTHRO) finds an AI escape problem of its own. Jersey Mike’s (JMKE) IPO lands with a thud. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AAPL, AMZN, and moreMusk calls report on Tesla China business sale 'absurdly fake news'Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and wonMicrosoft's earnings-fueled rally lifts shares above 200-day moving averageBeyond The Mag 7 And Headline Noise: Top Stocks For AI's Next PhaseSign 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
High-flying AI fund forced to dump stocks
Situational Awareness fund sells public equity bets to Citadel. MarketAxess agrees to a buyout from Intercontinental Exchange. U.S. economic growth slows in Q2. Show NotesWhat’s the central bank Maradona Effect?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
Jersey Mike’s prices at $23
From one Jersey sub shop (JKME) to a $7.3B market debut. Meta (META) is feeding AI—and starving free cash flow. Starbucks (SBUX) stock perks up after an earnings beat. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: META, MSFT, and moreMicrosoft pops as Q4 results top estimates; Azure tops $100B in revenueSamsung sees AI-driven memory shortage lasting through 2028Intel grants startup access to chip tech via CEO co-investor link in rare move: ReutersSign 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
Fed holds rates and markets ain't happy
Fed holds, but three voters dissent. Warsh says markets are ‘playing the ball.’ Long-term yields soar. Show NotesStocks tumble on inflation worriesEpisode 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
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.
- 3 days ago3 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.
- 3 days ago4 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.
- 4 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.
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Frequently Asked Questions
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