Contatti
Info
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Episodi & Post
Episodi
Post
6 NOV 2026 · Tesla plans to https://seekingalpha.com/news/4667786-tesla-to-end-cybertruck-production-at-texas-factory-by-mid-2027-to-ramp-up-cybercab-output-musk-says?source=wsb_podcast:sayonara_cybertruck to expand Cybercab output. (0:18) Anthropic's $1.5T IPO valuation https://seekingalpha.com/news/4667757-anthropics-15t-valuation-under-pressure-as-major-investors-signal-skepticism-wsj-reports?source=wsb_podcast:sayonara_cybertruck. (1:10) Nvidia risks https://seekingalpha.com/news/4667056-nvidia-repeating-cisco-s-fatal-dot-com-playbook-george-noble-warns?source=wsb_podcast:sayonara_cybertruck. (2:13)
Show Notes
https://seekingalpha.com/news/4667796-ai-selloff-japan-nikkei-bear-market-softbank?source=wsb_podcast:sayonara_cybertruck
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:sayonara_cybertruck
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:sayonara_cybertruck and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:sayonara_cybertruck.
5 NOV 2026 · Markets plunged as investors reacted to uncertainty surrounding AI regulation, earnings, and the broader economic outlook, sending major tech stocks sharply lower. https://seekingalpha.com/news/4666706-ai-and-chip-stocks-slide-with-qualcomm-facing-worst-day-since-2020?source=wsb_podcast:fear_grips_market weakness, Apple's bond offering, and the renewed rally in gold.
Show Notes:
https://seekingalpha.com/article/4962520-investing-lately-its-tricky-how-to-move-past-ai-fears-and-market-uncertainty?source=wsb_podcast:fear_grips_market
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:fear_grips_market
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:fear_grips_market and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:fear_grips_market.
5 NOV 2026 · The https://seekingalpha.com/news/4666309-wall-streets-fear-gauge-gets-the-jitters-out-as-midterm-dust-settles?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its https://seekingalpha.com/news/4664977-qualcomm-ticks-up-as-q4-results-outweigh-mixed-guidance?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles. (1:23) Meta warns that https://seekingalpha.com/news/4666232-meta-executive-says-election-outcomes-add-hurdles-to-data-center-expansion?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles. (2:18)
Show Notes
https://seekingalpha.com/news/4666317-openai-pledges-no-ndas-protection-from-power-costs-in-data-center-deals?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles.
4 NOV 2026 · Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and SpaceX. ARM, Qualcomm, and other major earnings.
Show Notes
https://seekingalpha.com/news/4664819-oil-prices-slide-as-trump-plays-down-prospect-of-iran-strikes-after-us-election-rout?source=ie_podcast:uncertainty_removed_optimism_returns
https://seekingalpha.com/news/4664799-hes-choosin-space-musk-eyes-data-centers-in-orbit-not-texas?source=ie_podcast:uncertainty_removed_optimism_returns
https://seekingalpha.com/news/4664479-blue-wave-midterms-deep-dive?source=ie_podcast:uncertainty_removed_optimism_returns
Episode transcripts: https://seekingalpha.com/wsb?source=ie_podcast:uncertainty_removed_optimism_returns
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=ie_podcast:uncertainty_removed_optimism_returns and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=ie_podcast:uncertainty_removed_optimism_returns.
4 NOV 2026 · Futures erase losses with https://seekingalpha.com/news/4664496-stock-index-futures-turn-green-as-investors-digest-blue-tsunami?source=wsb_podcast:wall_street_rallies_after_blue_tsunami. (0:16) Texas results raise https://seekingalpha.com/news/4664474-ai-stocks-tied-to-texas-data-center-boom-slide-after-hinojosa-win?source=wsb_podcast:wall_street_rallies_after_blue_tsunami. (2:01) AMD rallies as https://seekingalpha.com/news/4663593-amd-pops-as-q3-results-guidance-top-estimates-on-data-center-strength?source=wsb_podcast:wall_street_rallies_after_blue_tsunami lift its outlook. (3:07)
Show Notes
https://seekingalpha.com/news/4664535-gold-tops-4k-silver-jumps-as-democrats-take-control-of-congress?source=wsb_podcast:wall_street_rallies_after_blue_tsunami
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:wall_street_rallies_after_blue_tsunami
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:wall_street_rallies_after_blue_tsunami and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:wall_street_rallies_after_blue_tsunami.
3 NOV 2026 · U.S. midterm https://seekingalpha.com/news/4663472-sp500-nasdaq-composite-dow-jones-stock-market-news?source=wsb_podcast:midterm_elections_earnings. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD faces high https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:midterm_elections_earnings; Shopify's AI-agent concerns and Pfizer's patent expirations weigh on investor sentiment.
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:midterm_elections_earnings
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:midterm_elections_earnings and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:midterm_elections_earnings.
3 NOV 2026 · Apple forecasts stronger sales, https://seekingalpha.com/news/4662184-apple-slips-as-q4-results-top-estimates-on-iphone-strength?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag. (0:18) Salesforce agrees to acquire https://seekingalpha.com/news/4662941-salesforce-agrees-to-buy-cresta?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag. (1:37) Disney preps for https://seekingalpha.com/news/4663138-disney-targets-up-to-20-in-cost-savings-including-job-cuts-report?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag. (2:08)
Show Notes
https://seekingalpha.com/news/4663178-odds-of-democrats-sweeping-midterms-rise-above-75-percent-on-election-day?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag
https://seekingalpha.com/news/4663157-the-midterm-election-rally-what-19-election-cycles-reveal-about-the-sp-500?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag.
2 NOV 2026 · Falling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum https://seekingalpha.com/news/4662061-marvell-announces-115b-all-stock-deal-for-lumentum?source=wsb_podcast:big_tech_earnings_center_stage - smart, but weird timing (4:05). Apple and Palantir face critical earnings tests (6:50)
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:big_tech_earnings_center_stage
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:big_tech_earnings_center_stage and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:big_tech_earnings_center_stage.
2 NOV 2026 · S&P cuts Meta's outlook over https://seekingalpha.com/news/4661912-sp-cuts-meta-outlook-to-negative-over-elevated-capex-and-cash-flow-risks?source=wsb_podcast:sp_cuts_metas_credit_outlook_to_negative. (0:17) Binance https://seekingalpha.com/news/4661924-binance-hack-net-outflows-withdrawals-resume?source=wsb_podcast:sp_cuts_metas_credit_outlook_to_negative as withdrawals resume. (1:23) OpenAI plans to rebrand data centers as ‘https://seekingalpha.com/news/4661961-openai-partners-with-adnoc-mubadala-on-ai-deployment-in-the-uae?source=wsb_podcast:sp_cuts_metas_credit_outlook_to_negative.’ (2:06)
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:sp_cuts_metas_credit_outlook_to_negative
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:sp_cuts_metas_credit_outlook_to_negative and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:sp_cuts_metas_credit_outlook_to_negative.
1 NOV 2026 · Voters head to the polls with https://seekingalpha.com/news/4661873-odds-of-democrats-sweeping-midterms-hit-70-percent?source=wsb_podcast:midterms_put_congress_up_for_grabs. (0:17) Nonfarm payrolls https://seekingalpha.com/article/4959076-apple-q4-preview-one-phone-could-beat-wall-streets-flat-holiday-forecast?source=wsb_podcast:midterms_put_congress_up_for_grabs. (1:26) https://seekingalpha.com/article/4959076-apple-q4-preview-one-phone-could-beat-wall-streets-flat-holiday-forecast?source=wsb_podcast:midterms_put_congress_up_for_grabs, https://seekingalpha.com/article/4960152-amd-earnings-preview-the-bull-case-is-largely-priced-in?source=wsb_podcast:midterms_put_congress_up_for_grabs and https://seekingalpha.com/news/4661214-palantir-heads-into-q3-earnings-with-strong-demand-signals-but-valuation-concerns-persist?source=wsb_podcast:midterms_put_congress_up_for_grabs earnings test battered tech stocks. (1:59)
Show Notes
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:midterms_put_congress_up_for_grabs
https://seekingalpha.com/news/4661213-dividend-roundup-visa-ford-carnival-corp-western-digital-and-more?source=wsb_podcast:midterms_put_congress_up_for_grabs
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:midterms_put_congress_up_for_grabs.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:midterms_put_congress_up_for_grabs and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at https://seekingalpha.com/subscriptions?source=wsb_podcast:midterms_put_congress_up_for_grabs.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Informazioni
| Autore | Seeking Alpha |
| Organizzazione | Seeking Alpha |
| Categorie | News - Affari , Investimenti |
| Sito | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
Copyright 2026 - Spreaker Inc. an iHeartMedia Company
