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 Notes World Cup boost not showing up in data
Episode transcripts seekingalpha.com/wsb.
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Alphabet joins the Dow
24/06/2026 | 3 mins.
Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)
Show Notes Micron options point to big post-earnings move Biotechs at all-time high
Episode transcripts: seekingalpha.com/wsb
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Chip stocks face AI selloff
23/06/2026 | 3 mins.
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 Notes Winners and losers in the yield curve
Episode transcripts seekingalpha.com/wsb.
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AI trade hits a speed bump
23/06/2026 | 3 mins.
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 Notes SoftBank's Masayoshi Son rejects space-based data centers Google DeepMind Nobel laureate John Jumper jumps to Anthropic
Episode transcripts: seekingalpha.com/wsb
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U.S. authorizes Iranian oil sales
22/06/2026 | 6 mins.
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/wsb
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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
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