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Wall Street Breakfast

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Wall Street Breakfast
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  • Wall Street Breakfast

    Morgan Stanley email exposes deal secrets

    23/09/2026 | 3 mins.
    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.
  • Wall Street Breakfast

    US diesel dilemma

    23/09/2026 | 6 mins.
    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.
  • Wall Street Breakfast

    Shopify gives Meta's AI agent a home

    22/09/2026 | 3 mins.
    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.
  • Wall Street Breakfast

    Tech rally takes a breath

    22/09/2026 | 4 mins.
    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.
  • Wall Street Breakfast

    Yankee stake sale could value team at $12B

    21/09/2026 | 3 mins.
    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.
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About Wall Street Breakfast
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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Wall Street Breakfast: Podcasts in Family