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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
17 SET 2026 · Generac (GNRC) lands an https://seekingalpha.com/news/4643557-generac-surges-on-2_4b-amazon-data-center-deal?source=wsb_podcast:amazon_supercharges_generac with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) https://seekingalpha.com/news/4643625-kroger-says-cyclosporiasis-outbreak-cost-over-100m-in-lost-sales?source=wsb_podcast:amazon_supercharges_generac. (01:23) The Fed raised rates. https://seekingalpha.com/news/4643574-trump-calls-for-interest-rates-of-1-percent-or-lower-after-fed-hikes-to-3_75-percentminus?source=wsb_podcast:amazon_supercharges_generac. (02:23)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:amazon_supercharges_generac.
Show links:
http://seekingalpha.com/news/4643656-biggest-stock-movers-thursday-gnrc-flnc-and-more?source=wsb_podcast:amazon_supercharges_generac
https://seekingalpha.com/news/4643490-sa-asks-what-was-the-main-takeaway-from-the-fomcs-rate-decision?source=wsb_podcast:amazon_supercharges_generac
https://seekingalpha.com/news/4643619-chinas-huawei-sets-2027-launch-for-new-ai-chips-as-it-targets-nvidia?source=wsb_podcast:amazon_supercharges_generac
https://seekingalpha.com/news/4643624-trump-orders-block-on-canadian-goods-for-us-federal-contracts?source=wsb_podcast:amazon_supercharges_generac
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16 SET 2026 · The Fed https://seekingalpha.com/news/4643474-federal-reserve-hikes-rate-to-375-400-first-increase-in-three-years?source=wsb_podcast:fed_hikes_rates_for_first_time_in_three_years to 3.75%-4%. (0:14) Dot plot signals https://seekingalpha.com/news/4643464-fed-sees-one-more-rate-hike-in-2026-according-to-hawkish-september-dot-plot?source=wsb_podcast:fed_hikes_rates_for_first_time_in_three_years. (0:43) Stocks tumble as Treasury yields and the https://seekingalpha.com/news/4643500-fed-hike-propels-the-dollar-to-its-highest-level-since-late-july?source=wsb_podcast:fed_hikes_rates_for_first_time_in_three_years. (1:51)
Show Notes
https://seekingalpha.com/news/4643476-the-fed-removes-a-dose-of-accommodation-warsh-says-at-press-conference?source=wsb_podcast:fed_hikes_rates_for_first_time_in_three_years
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:fed_hikes_rates_for_first_time_in_three_years.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:fed_hikes_rates_for_first_time_in_three_years 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:fed_hikes_rates_for_first_time_in_three_years.
16 SET 2026 · SK Hynix reportedly eyes a https://seekingalpha.com/news/4643221-sk-hynix-reportedly-in-talks-with-intel-about-deal-to-make-memory-chips-in-us-for-the-first-time?source=wsb_podcast:sk_hynix_eyes_us_memory_play memory bet. (00:15) A drone strike is https://seekingalpha.com/news/4643253-amazon-aws-bahrain-uae-facilities-update?source=wsb_podcast:sk_hynix_eyes_us_memory_play AWS in the Middle East. (01:16) Will the Fed deliver the https://seekingalpha.com/news/4642615-september-fomc-preview-possibility-of-rate-hike-hawkish-dot-plot-divided-fed?source=wsb_podcast:sk_hynix_eyes_us_memory_play markets expect? (02:00)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:sk_hynix_eyes_us_memory_play.
Show links:
https://seekingalpha.com/news/4643262-biggest-stock-movers-wednesday-intc-vod-and-more?source=wsb_podcast:sk_hynix_eyes_us_memory_play
https://seekingalpha.com/news/4643217-metas-mark-zuckerberg-joins-nvidias-huang-in-pushing-back-against-ai-slowdown?source=wsb_podcast:sk_hynix_eyes_us_memory_play
https://seekingalpha.com/news/4643263-eu-to-propose-social-media-restrictions-for-kids-under-13?source=wsb_podcast:sk_hynix_eyes_us_memory_play
https://seekingalpha.com/news/4643265-retail-traders-chased-cyber-options-but-skipped-the-stocks?source=wsb_podcast:sk_hynix_eyes_us_memory_play
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:sk_hynix_eyes_us_memory_play and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:sk_hynix_eyes_us_memory_play.
15 SET 2026 · A Trump https://seekingalpha.com/news/4642717-trump-calls-ai-a-hoax-in-surprise-onstage-call-with-nvidias-jensen-huang?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax, odds of https://seekingalpha.com/news/4642956-the-ai-safety-bill-rally-is-already-unraveling?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax. (0:14) Dave & Buster's https://seekingalpha.com/news/4642641-dave-busters-swings-to-a-loss-on-negative-comp-sales-higher-operating-costs?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax. (1:13) Apple's “Widow's Bay” https://seekingalpha.com/news/4643005-apples-widows-bay-sweeps-emmys-with-14-wins?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax. (1:57)
Show Notes
https://seekingalpha.com/news/4642794-a-history-of-good-and-bad-tech-predictions?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax 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:trump_says_ai_takeover_is_a_hoax.
15 SET 2026 · One Wall Street firm sees a https://seekingalpha.com/news/4642742-sp-500-faces-8-10-pullback-risk-as-fed-rate-hikes-loom-strategist-says?source=wsb_podcast:alarm_bells_on_wall_street of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally https://seekingalpha.com/news/4642631-verizon-t-mobile-end-legal-fight-over-competing-savings-claims?source=wsb_podcast:alarm_bells_on_wall_street in their ad war. (02:26) One Costco (COST) staple just got a lot https://seekingalpha.com/news/4642623-costco-hikes-motor-oil-prices-and-limits-purchases?source=wsb_podcast:alarm_bells_on_wall_street—and harder to buy. (02:59)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:alarm_bells_on_wall_street.
Show links:
https://seekingalpha.com/news/4642746-biggest-stock-movers-tuesday-play-enva-and-more?source=wsb_podcast:alarm_bells_on_wall_street
https://seekingalpha.com/news/4642737-us-has-weapons-in-space-air-force-secretary-confirms?source=wsb_podcast:alarm_bells_on_wall_street
https://seekingalpha.com/news/4642713-chevron-ceo-wirth-other-us-oil-executives-warn-global-fuel-crisis-has-arrived?source=wsb_podcast:alarm_bells_on_wall_street
https://seekingalpha.com/news/4642740-us-10-year-treasury-yield-climbs-to-highest-level-since-2007-ahead-of-fed-decision?source=wsb_podcast:alarm_bells_on_wall_street
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:alarm_bells_on_wall_street and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:alarm_bells_on_wall_street.
14 SET 2026 · Tesla's long-awaited Roadster https://seekingalpha.com/news/4642311-tesla-plans-for-a-next-gen-roadster-reveal-on-october-1?source=wsb_podcast:tesla_roadster_could_finally_take_flight. (0:14) Corning tumbles after https://seekingalpha.com/news/4642404-corning-slides-as-investors-digest-2b-equity-distribution-agreement?source=wsb_podcast:tesla_roadster_could_finally_take_flight. (1:17) Anthropic https://seekingalpha.com/news/4642518-anthropic-still-likely-to-go-public-this-year-despite-ai-uproar-report?source=wsb_podcast:tesla_roadster_could_finally_take_flight for this year? (2:06)
Show Notes
https://seekingalpha.com/news/4642291-goldman-rebalances-its-long-duration-stock-basket?source=wsb_podcast:tesla_roadster_could_finally_take_flight
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:tesla_roadster_could_finally_take_flight.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:tesla_roadster_could_finally_take_flight 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:tesla_roadster_could_finally_take_flight .
14 SET 2026 · Another reason oil (CL1:COM) (CO1:COM) is sitting https://seekingalpha.com/news/4642316-crude-jumps-3-as-saudi-pipeline-shutdown-raises-supply-fears?source=wsb_podcast:oils_new_chokepoint. (00:14) Novo Nordisk (NVO) is https://seekingalpha.com/news/4642333-novo-nordisk-rebrands-as-novo-in-push-to-win-back-obesity-market?source=wsb_podcast:oils_new_chokepoint half its name. (01:40) Trump is making the AI case for https://seekingalpha.com/news/4642297-trump-rejects-calls-for-ai-slowdown-citing-race-with-china?source=wsb_podcast:oils_new_chokepoint over caution. (02:09)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:oils_new_chokepoint.
Show links:
https://seekingalpha.com/news/4642345-biggest-stock-movers-monday-ai-chip-stocks-and-more?source=wsb_podcast:oils_new_chokepoint
https://seekingalpha.com/news/4642318-elon-musk-confident-of-launching-nvidia-ai-platforms-in-space-in-2027?source=wsb_podcast:oils_new_chokepoint
https://seekingalpha.com/news/4642336-michael-burry-calls-ai-leaders-slowdown-push-self-serving?source=wsb_podcast:oils_new_chokepoint
https://seekingalpha.com/news/4642334-ai-chip-stocks-fall-as-tech-ceos-urge-caution-on-development-pace?source=wsb_podcast:oils_new_chokepoint
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:oils_new_chokepoint and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:oils_new_chokepoint.
13 SET 2026 · The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could https://seekingalpha.com/article/4945663-fed-faces-huge-credibility-test?source=wsb_podcast:fed_faces_a_rate_hike_reckoning? (1:16) AI leaders https://seekingalpha.com/news/4642266-anthropic-ceo-amodei-calls-slow-pace-ai-model-improvements?source=wsb_podcast:fed_faces_a_rate_hike_reckoning. (2:17)
Show Notes
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:fed_faces_a_rate_hike_reckoning
https://seekingalpha.com/news/4642041-dividend-roundup-meta-platforms-verizon-unitedhealth-group-coca-cola-and-more?source=wsb_podcast:fed_faces_a_rate_hike_reckoning
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:fed_faces_a_rate_hike_reckoning.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:fed_faces_a_rate_hike_reckoning and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at https://seekingalpha.com/subscriptions?source=wsb_podcast:fed_faces_a_rate_hike_reckoning.
11 SET 2026 · Oracle's (ORCL) https://seekingalpha.com/news/4641729-oracle-pops-as-ai-boosts-strong-q1-results-guidance?source=wsb_podcast:oracles_growth_spell engine just hit another gear. (00:14) Record https://seekingalpha.com/news/4641934-us-diesel-prices-soar-past-6-a-gallon-for-first-time-ever?source=wsb_podcast:oracles_growth_spell prices. (01:20) A surprise Obamacare https://seekingalpha.com/news/4641771-trump-issuing-500-refunds-to-nearly-one-million-aca-plan-participants?source=wsb_podcast:oracles_growth_spell is on the way. (02:20)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:oracles_growth_spell.
Show links:
https://seekingalpha.com/news/4641936-biggest-stock-movers-friday?source=wsb_podcast:oracles_growth_spell
https://seekingalpha.com/news/4641860-spacex-signs-1-billion-a-month-ai-hosting-deal?source=wsb_podcast:oracles_growth_spell
https://seekingalpha.com/news/4641916-deepseek-efficiency-gain-sparks-new-volatility-for-south-korean-chipmakers-samsung-sk-hynix?source=wsb_podcast:oracles_growth_spell
https://seekingalpha.com/article/4945289-its-september-brace-for-impact-with-top-growth-and-income-stocks?source=wsb_podcast:oracles_growth_spell
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:oracles_growth_spell and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:oracles_growth_spell.
10 SET 2026 · https://seekingalpha.com/news/4641555-ppi-inflation-rises-in-line-with-estimates-in-august-reading?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs and https://seekingalpha.com/news/4641471-ecb-raises-deposit-rate-25-basis-points-to-250?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs boosts https://seekingalpha.com/news/4641596-treasury-yields-march-up-to-new-multi-year-highs-after-ppi-inflation-data-lands?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs. (0:14) Anthropic maps https://seekingalpha.com/news/4641540-anthropic-puts-numbers-on-ais-economic-upside-and-job-risks?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs. (1:32) Meta gets an upgrade as JPMorgan https://seekingalpha.com/news/4641535-jpmorgan-upgrades-meta-to-overweight-raises-pt-to-820-on-ai-upside?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs. (2:58)
Show Notes
https://seekingalpha.com/news/4641411-retro-vibes-mr-pibb-is-the-fastest-growing-soda-brand-this-year?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs 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:treasury_yields_hit_financial_crisis_highs .
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 |
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