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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.
- Today4 min
Trump-Xi meet to talk rare earths, AI
Trump and Xi meet with trade, tariffs and AI on deck. Trump pitches an AI Force while Google reveals Gemini breach. Costco earnings put valuation in focus. Show NotesTrump polls to rebrand AIJournalists barred from White HouseEarnings CalendarDividend RoundupEpisode 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 Alpha at seekingalpha.com/subscriptions.
- 2 days ago21 min
Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)
It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it Intapp (Quant Buy) reveals new partnership with OpenAI Boot Barn trading like an AI stock Costco, DoorDash and Uber 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.
- 2 days ago4 min
Intapp makes its AI case
Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. The AI boom is creating an unlikely winner: work boots (BOOT). Costco (COST) is giving members another way to skip the warehouse trip. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: XENE, NUE, and moreJensen Huang says Nvidia will double chip volume next year amid strong AI demandChinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: reportAmazon ordered to expand payment and eligibility threshold under Prime settlementSign 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 ago12 min
Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger)
Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) Powell in a similar situation to Generac Growth does not look great for Kroger (Quant Hold) 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.
- 3 days ago5 min
Amazon supercharges Generac
Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). One food safety issue cost Kroger (KR) $100M. The Fed raised rates. Trump responded. Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: GNRC, FLNC, and moreSA Asks: What was the main takeaway from the FOMC's rate decision?China's Huawei sets 2027 launch for new AI chips as it targets NvidiaTrump orders block on Canadian goods for US federal contractsSign 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
Fed hikes rates for the first time in three years
The Fed raises rates by a quarter point to 3.75%-4%. Dot plot signals at least one more rate hike this year. Stocks tumble as Treasury yields and the dollar surge. Show Notes‘Dose of accommodation’ removed: WarshEpisode 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.
- 4 days ago4 min
SK Hynix reportedly eyes U.S. memory play
SK Hynix reportedly eyes a Made-in-America memory bet. A drone strike is still disrupting AWS in the Middle East. Will the Fed deliver the hike markets expect? Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: INTC, VOD, and moreMeta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdownEU to propose social media restrictions for kids under 13Retail traders chased cyber options but skipped the stocksSign 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 ago3 min
Trump says AI takeover is a hoax
A Trump calls hoax, odds of AI safety law plunge. Dave & Buster's posts surprise loss. Apple's “Widow's Bay” makes Emmy history. Show NotesA history of good and bad tech predictionsEpisode 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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