Podcast Index

Podcasts

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Wall Street Breakfast

Actualités

Wall Street Breakfast

Seeking Alpha

Memory lane runs higher

June 25, 2026 6:01am 4 min

Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock move...

Wendy's, Jack in the Box get meme stock love

June 24, 2026 1:03pm 3 min

Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing. (2:11)     Show NotesWorld Cup boost not showing up in dataEpisod...

Alphabet joins the Dow

June 24, 2026 6:17am 3 min

Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)    Show NotesMicron options point to big post-earnings moveBiotechs at a...

Chip stocks face AI selloff

June 23, 2026 11:23am 3 min

Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)     Show NotesWinners and losers in the yield curve...

AI trade hits a speed bump

June 23, 2026 5:54am 3 min

Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)    Show NotesSoftBank's Masayoshi Son rejects space-based data centersGoogle De...

U.S. authorizes Iranian oil sales

June 22, 2026 1:41pm 6 min

Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter ...

Negotiations in doubt

June 22, 2026 3:55am 7 min

Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record...

Toy Story 5 targets blockbuster debut

June 18, 2026 11:14am 3 min

Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31)     Show NotesDollar hits highest level since May ‘25Episod...

Futures find peace

June 18, 2026 5:39am 4 min

Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Bigge...

Stocks sink after meeting Warsh the hawk

June 17, 2026 4:33pm 3 min

Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)Show NotesFed Task Force FiveStatement slashedConnect the dots? Not on Warsh’s watch E...

Netflix dims lion hopes

June 17, 2026 5:32am 4 min

Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LZB, SPCX, and moreU.S. sta...

Yum! boxes up Pizza Hut to go

June 16, 2026 10:58am 3 min

Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)     Show Notes GDP in gold terms at century lowEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsl...

Qualcomm builds an AI wardrobe

June 16, 2026 5:37am 4 min

Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SPCX, QCOM, and ...

Fox buys Roku in $22B deal

June 15, 2026 9:57am 3 min

Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX.  (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)     Show NotesBurgers, not bonds: what Americans really search for in business newsEpis...

U.S.-Iran peace deal agreed

June 15, 2026 5:53am 3 min

Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)    Show Notes Anthropic scrambles to work with White HouseDoes a Knicks championship mean a market top?...

Fed week's hawkish test

June 14, 2026 9:39am 4 min

Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)Show NotesWorld Cup of Stocks: which team is Nvidia?Earnings CalendarDividend RoundupEpisode transcripts...

Wall Street Roundup: Trillion dollar baby

June 12, 2026 12:55pm 11 min

SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst...

SpaceX enters public orbit

June 12, 2026 5:09am 6 min

SpaceX (SPCX), a record rocket ride?  (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Space stocks, ADBE, and...

No reward for Oracle's beat

June 11, 2026 5:25am 4 min

Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their...

CPI eases rate fears

June 10, 2026 11:50am 2 min

May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)     Show NotesChewy...

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