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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
7 OTT 2026 · Skydance takes on https://seekingalpha.com/news/4650801-david-ellison-bets-on-technology-ai-to-transform-skydance-post-110b-warner-bros-deal?source=wsb_podcast:skydance_bets_on_ai_after_megamerger. (0:14) Micron https://seekingalpha.com/news/4650920-da-davidson-lifts-micron-price-target-to-3000-on-ai-memory-demand?source=wsb_podcast:skydance_bets_on_ai_after_megamerger as the memory boom accelerates. (1:20) SpaceX seeks https://seekingalpha.com/news/4650788-spacex-seeks-40b-in-apollo-led-deal-to-buy-nvidia-chips-ft-reports?source=wsb_podcast:skydance_bets_on_ai_after_megamerger. (1:39)
Show Notes
https://seekingalpha.com/news/4650884-ives-names-five-top-tech-picks-into-2027?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
https://seekingalpha.com/news/4650924-webull-found-to-be-linked-in-structural-ways-with-chinese-government---report?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:skydance_bets_on_ai_after_megamerger.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:skydance_bets_on_ai_after_megamerger 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:skydance_bets_on_ai_after_megamerger.
7 OTT 2026 · Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's https://seekingalpha.com/news/4650813-ray-dalio-were-close-to-the-point-where-ai-bubble-could-burst?source=wsb_podcast:pop_goes_the_ai_bubble. (00:14) Spotify (SPOT) is about to get a lot https://seekingalpha.com/news/4650816-spotify-to-expand-audiobooks-to-over-180-markets-by-2026?source=wsb_podcast:pop_goes_the_ai_bubble audible. (01:23) Queso (CMG) https://seekingalpha.com/news/4650649-queso-and-coffee-rumors-of-a-chipotle-starbucks-merger-boost-shares?source=wsb_podcast:pop_goes_the_ai_bubble your coffee (SBUX)? (02:25)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:pop_goes_the_ai_bubble.
Show links:
https://seekingalpha.com/news/4650842-biggest-stock-movers-wednesday-zim-stz-and-more
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:pop_goes_the_ai_bubble 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:pop_goes_the_ai_bubble.
6 OTT 2026 · SCOTUS considers what happens next in a https://seekingalpha.com/news/4650395-supreme-court-justices-question-oil-industrys-bid-to-shut-down-climate-change-lawsuits?source=wsb_podcast:scotus_weighs_oil_liability between Colorado, Exxon (XOM) and Suncor (SU). (00:14) https://seekingalpha.com/news/4650409-mattel-faces-fresh-sale-pressure-from-major-shareholder-ariel---report?source=wsb_podcast:scotus_weighs_oil_liability is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an https://seekingalpha.com/news/4650404-mcdonalds-hit-with-lawsuit-alleging-ai-pricing-system-violates-antitrust-laws?source=wsb_podcast:scotus_weighs_oil_liability legal battle. (02:59)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:scotus_weighs_oil_liability.
Show links:
https://seekingalpha.com/news/4650433-biggest-stock-movers-wednesday-ba-pyxs-noc-and-more?source=wsb_podcast:scotus_weighs_oil_liability
https://seekingalpha.com/news/4650398-google-nears-billion-dollar-deal-for-nuclear-power-from-constellation-bloomberg?source=wsb_podcast:scotus_weighs_oil_liability
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:scotus_weighs_oil_liability 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:scotus_weighs_oil_liability.
5 OTT 2026 · Retailers (AMZN) (TGT) (WMT) are racing to https://seekingalpha.com/news/4647620-holiday-spending-expected-to-increase-67-to-reach-record-high-of-275b?source=wsb_podcast:octobers_retail_harvest on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a https://seekingalpha.com/news/4650073-qualcomm-huawei-reach-multi-year-patent-licensing-agreement?source=wsb_podcast:octobers_retail_harvest. (01:48) Redwire (RDW) lands another piece of Axiom's https://seekingalpha.com/news/4650081-redwire-wins-follow-on-contract-for-axiom-space-module-wings?source=wsb_podcast:octobers_retail_harvest puzzle. (02:48)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:octobers_retail_harvest.
Show links:
https://seekingalpha.com/news/4650087-biggest-stock-movers-monday-ptc?source=wsb_podcast:octobers_retail_harvest
https://seekingalpha.com/news/4650079-nvidias-valuation-shows-ai-stocks-are-far-from-a-bubble-dbs-cio-says?source=wsb_podcast:octobers_retail_harvest
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:octobers_retail_harvest 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:octobers_retail_harvest.
2 OTT 2026 · The big story of the day is the https://seekingalpha.com/news/4649794-nonfarm-payrolls-cool-more-than-expected-in-september-unemployment-rate-ticks-up?source=wsb_podcast:jobs_bad_news_good_news report, says https://seekingalpha.com/user/55407719/news?source=wsb_podcast:jobs_bad_news_good_news, which came in weaker than expected (0:25). Nike https://seekingalpha.com/news/4649510-nikes-turnaround-faces-more-headwinds-as-china-sales-slide-sees-further-sales-decline-in-fy27?source=wsb_podcast:jobs_bad_news_good_news after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:jobs_bad_news_good_news
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:jobs_bad_news_good_news 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:jobs_bad_news_good_news.
2 OTT 2026 · Nike’s (NKE) https://seekingalpha.com/news/4649510-nikes-turnaround-faces-more-headwinds-as-china-sales-slide-sees-further-sales-decline-in-fy27?source=wsb_podcast:no_sprint_for_nike_yet is getting harder to outrun. (00:14) Moderna (MRNA) is joining the https://seekingalpha.com/news/4649712-moderna-to-join-nasdaq-100-replacing-warner-bros-discovery?source=wsb_podcast:no_sprint_for_nike_yet. (01:44) The mortgage industry is bracing for a https://seekingalpha.com/news/4649585-fhfa-plans-to-ease-fannie-mae-and-freddie-macs-credit-data-requirement-report?source=wsb_podcast:no_sprint_for_nike_yet shake-up. (02:17)
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:no_sprint_for_nike_yet
Show links:
https://seekingalpha.com/news/4649734-biggest-stock-movers-friday-nke-syna-and-more?source=wsb_podcast:no_sprint_for_nike_yet
https://seekingalpha.com/news/4649207-spacex-launches-crewminus-13-mission-to-international-space-station?source=wsb_podcast:no_sprint_for_nike_yet
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:no_sprint_for_nike_yet 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:no_sprint_for_nike_yet.
1 OTT 2026 · Chris Ciaccia, Senior Editor of https://seekingalpha.com/user/55407719/news?source=wsb_podcast:all_about_ai at Seeking Alpha, shares why today's news out of Constellation Energy (https://seekingalpha.com/symbol/CEG?source=wsb_podcast:all_about_ai) and Amazon is really all about AI (0:30) https://seekingalpha.com/news/4648835-chinas-tencent-taps-oracle-for-100000-ai-chips-in-7b-lease-deal---report?source=wsb_podcast:all_about_ai getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding https://seekingalpha.com/news/4648814-micron-expects-fiscal-q1-revenue-of-61_5b-1_5b-as-it-raises-fiscal-2027-capex-plans-amid?source=wsb_podcast:all_about_ai (4:55)
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:all_about_ai
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:all_about_ai 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:all_about_ai.
1 OTT 2026 · Amazon (AMZN) just handed Constellation (CEG) a https://seekingalpha.com/news/4648795-constellation-amazon-sign-20-yr-nuclear-power-agreement?source=wsb_podcast:constellations_big_power_play vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing https://seekingalpha.com/news/4648835-chinas-tencent-taps-oracle-for-100000-ai-chips-in-7b-lease-deal---report?source=wsb_podcast:constellations_big_power_play from Oracle (ORCL). (01:16) Micron's (MU) eye-popping https://seekingalpha.com/news/4648585-micron-slips-even-as-q4-results-guidance-top-estimates?source=wsb_podcast:constellations_big_power_play. (02:03)
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:constellations_big_power_play
Show links:
https://seekingalpha.com/news/4648880-biggest-stock-movers-thursday-goog-ingn-and-more?source=wsb_podcast:constellations_big_power_play
https://seekingalpha.com/news/4641914-trump-announces-500-rebates-for-nearly-1m-obamacare-enrollees?source=wsb_podcast:constellations_big_power_play
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:constellations_big_power_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:constellations_big_power_play.
30 SET 2026 · Steven Cress shares Quant's perspective on Strong Buy Micron (https://seekingalpha.com/symbol/MU/ratings/quant-ratings?source=wsb_podcast:micron_on_tap) ahead of earnings. Watch on https://www.youtube.com/watch?v=EVzETO217y0&t=64s&source=wsb_podcast:micron_on_tap
Show links:
https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=wsb_podcast:micron_on_tap
https://www.youtube.com/watch?v=y2NtvpE3-CA?source=wsb_podcast:micron_on_tap
https://seekingalpha.com/alpha-picks/picks/current?source=wsb_podcast:micron_on_tap
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:micron_on_tap
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:micron_on_tap 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:micron_on_tap.
30 SET 2026 · Can https://seekingalpha.com/news/4648162-targets-price-cuts-are-seen-as-the-latest-winning-move-by-management?source=wsb_podcast:target_extends_value_drive drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion https://seekingalpha.com/news/4648316-boeing-wins-20b-navy-fighter-contract-its-2nd-major-stealth-jet-program?source=wsb_podcast:target_extends_value_drive for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a https://seekingalpha.com/news/4648244-judge-delays-rollout-of-new-york-pied-a-terre-tax?source=wsb_podcast:target_extends_value_drive (NYF). (02:26)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:target_extends_value_drive.
Show links:
https://seekingalpha.com/news/4648349-biggest-stock-movers-wednesday-ba-pyxs-noc-and-more?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648331-ford-ceo-its-not-too-late-for-us-to-fend-off-chinese-ev-rivals?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648312-big-tech-ceos-sign-off-on-trumps-super-intelligence-safety-accord?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648333-deepseek-unveils-huawei-ai-chip-software-to-challenge-nvidia?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648004-wednesdays-economic-calendar?source=wsb_podcast:target_extends_value_drive
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:target_extends_value_drive 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:target_extends_value_drive.
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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