Business News

Wall Street Breakfast

Seeking Alpha

100 episodes

Episodes

Costco checks out strong

9/25/2026 · 251

Costco (COST) posts another earnings beat . (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip . (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - report 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 .

Oracle raises alarm over AI datacenter

9/24/2026 · 219

Oracle sends force majeure notice on Project Jupiter . (0:14) MGM tumbles after Barry Diller walks . (2:01) Meta puts Muse on a keychain . (2:42) Show Notes AI spending seen topping 3% of annual GDP 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 .

Judge gives press a pass

9/24/2026 · 296

Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock . (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: P, VKTX, MGM, and more McDonald's puts $8.5B behind its next big comeback Hopes for a new Boeing-China deal fade - report Is DraftKings betting big on losing gamblers? 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 .

Morgan Stanley email exposes deal secrets

9/23/2026 · 188

Email misfire exposes details on more than 100 deals . (0:14) Microsoft gets upgraded . (0:46) McDonald's bets $8.5B on bringing customers back. (1:41) Show Notes The U.S. golden credit card problem 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 .

US diesel dilemma

9/23/2026 · 367

A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale . (01:36) Meta (META) is testing a human concierge for Muse. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: WOR, VOYG, and more Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales Royal Caribbean to buy 50% stake in Sandals Resorts for $3B Novo eyes hair-loss market as Ozempic maker looks to diversify 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 .

Shopify gives Meta's AI agent a home

9/22/2026 · 199

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial . (1:27) DoorDash admits it screwed up on tips . (1:58) Show Notes The sheer size of AI IPO dominance 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 .

Tech rally takes a breath

9/22/2026 · 246

Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: UBS, VICR, and more 'Trump TV' debuts on YouTube as major networks suspend White House pool coverage Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ Dollar General CEO says even $100k earners shopping like bargain hunters 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 .

Yankee stake sale could value team at $12B

9/21/2026 · 200

Apollo could be near deal for a major Yankees stake . (0:14) HP slides on industry forecast . (1:03) Media outlets sue Trump over ban . (1:47) Show Notes Bond market volatility a driver again 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 .

Musk's Texas tunnel vision

9/21/2026 · 282

Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: WBD, PSKY, and more Paramount may face $30M fine per missed film under settlement terms: Bloomberg N.Y. Yankees near deal giving Apollo 16% stake in storied franchise Oil supertanker shortage: Another risk for gas prices 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 .

Trump-Xi meet to talk rare earths, AI

9/20/2026 · 252

Trump and Xi meet with trade, tariffs and AI on deck . (0:13) Trump pitches an AI Force while Google reveals Gemini breach . (1:07) Costco earnings put valuation in focus . (2:03) Show Notes Trump polls to rebrand AI Journalists barred from White House Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions .

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