Wall Street Breakfast copertina

Wall Street Breakfast

Wall Street Breakfast

Di: Seeking Alpha
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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/wsbCopyright Seeking Alpha Economia Finanza personale Oraria Politica e governo
Episodi
  • Costco checks out strong

    Costco checks out strong
    Sep 25 2026
    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

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    4 min
  • Oracle raises alarm over AI datacenter

    Oracle raises alarm over AI datacenter
    Sep 24 2026
    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.

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    4 min
  • AI safety fears hit Washington

    AI safety fears hit Washington
    Sep 27 2026
    Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21)

    Show Notes
    Micron Earnings: Bull Case and Bear Case
    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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    4 min
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