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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
Transcripts: seekingalpha.com/wsb
Episodes & Posts
Episodes
Posts
25 SEP 2026 · Costco (COST) posts another earnings https://seekingalpha.com/news/4646897-costco-beats-sales-and-profit-expectations-as-comparable-sales-continue-to-surge?source=wsb_podcast:costco_checks_out_strong. (00:13) Ford (F) and GM are seeing their grip on U.S. market share https://seekingalpha.com/news/4646972-gm-ford-to-suffer-steepest-us-market-share-decline-in-2026-cox-automotive?source=wsb_podcast:costco_checks_out_strong. (01:23) Starbucks (SBUX) is https://seekingalpha.com/news/4646528-starbucks-to-close-250-stores-in-a-minor-tweak-to-the-north-american-portfolio?source=wsb_podcast:costco_checks_out_strong its footprint. (02:22)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:costco_checks_out_strong.
Show links:Â
https://seekingalpha.com/news/4646853-ubs-considers-merger-to-move-out-of-switzerland-report?source=wsb_podcast:costco_checks_out_strong
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:costco_checks_out_strong and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:costco_checks_out_strong.
24 SEP 2026 · Oracle sends https://seekingalpha.com/news/4646619-oracle-sends-force-majeure-notice-over-new-mexico-data-center-report?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter. (0:14) MGM tumbles after https://seekingalpha.com/news/4646405-mgm-resorts-plunges-after-barry-dillers-people-inc-withdraws-takeover-bid?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter. (2:01) Meta puts https://seekingalpha.com/news/4646408-meta-unveils-keychain-sized-charm-gadget-for-muse-ai-agent?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter. (2:42)   Â
Show Notes
https://seekingalpha.com/news/4646489-ai-buildout-could-cost-10_3t-as-financing-risks-move-off-big-tech-balance-sheets?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter.
24 SEP 2026 · Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal https://seekingalpha.com/news/4646427-judge-lifts-trumps-white-house-ban-on-cnn-ms-now-politico-report?source=wsb_podcast:judge_gives_press_a_pass. (00:14) OpenAI https://seekingalpha.com/news/4646426-openai-agent-hacked-australian-medicare-portal-pm-slams-delayed-notification?source=wsb_podcast:judge_gives_press_a_pass after AI agent accesses Australian government files. (01:10) A key U.S.-China trade https://seekingalpha.com/news/4646425-us-china-agree-to-extend-trade-truce-by-two-months-to-jan-10-bessent-says?source=wsb_podcast:judge_gives_press_a_pass has been pushed back. (02:22)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:judge_gives_press_a_pass.
Show links:Â
https://seekingalpha.com/news/4646438-biggest-stock-movers-thursday-p-vktx-mgm-and-more?source=wsb_podcast:judge_gives_press_a_pass
https://seekingalpha.com/news/4645944-mcdonalds-puts-85b-behind-its-next-big-comeback?source=wsb_podcast:judge_gives_press_a_pass
https://seekingalpha.com/news/4646431-hopes-for-a-new-boeing-china-deal-fade?source=wsb_podcast:judge_gives_press_a_pass
https://seekingalpha.com/news/4646217-is-draftkings-betting-big-on-losing-gamblers?source=wsb_podcast:judge_gives_press_a_pass
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:judge_gives_press_a_pass and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:judge_gives_press_a_pass.
23 SEP 2026 · Email misfire exposes https://seekingalpha.com/news/4646000-morgan-stanley-accidentally-leaks-details-on-over-100-investment-banking-deals---report?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets. (0:14) Microsoft https://seekingalpha.com/news/4645924-microsoft-upgraded-at-stifel-as-firm-says-tech-giant-is-getting-back-on-track?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets. (0:46) McDonald's https://seekingalpha.com/news/4645944-mcdonalds-puts-85b-behind-its-next-big-comeback?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets on bringing customers back. (1:41)   Â
Show Notes
https://seekingalpha.com/news/4645897-us-borrowing-costs-need-fiscal-fix-oaktrees-marks-says?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:morgan_stanley_email_exposes_deal_secrets.
23 SEP 2026 · A proposed diesel export ban is https://seekingalpha.com/news/4645794-trump-says-he-supports-us-diesel-export-ban-bessent-says-studying-feasibility?source=wsb_podcast:us_diesel_dilemma of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be https://seekingalpha.com/news/4645796-six-flags-urged-to-explore-sale-by-activist-jana-partners-wsj?source=wsb_podcast:us_diesel_dilemma. (01:36) Meta (META) is testing a https://seekingalpha.com/news/4645710-meta-testing-using-human-concierge-for-new-muse-app-report?source=wsb_podcast:us_diesel_dilemma for Muse. (02:32)Â
Episode transcripts http://seekingalpha.com/wsb.
Show links:Â
https://seekingalpha.com/news/4645857-biggest-stock-movers-wednesday?source=wsb_podcast:us_diesel_dilemma
https://seekingalpha.com/news/4645797-trump-july-disclosure-1156-trades-microsoft-and-amazon-among-largest-sales?source=wsb_podcast:us_diesel_dilemma
https://seekingalpha.com/news/4645840-royal-caribbean-to-buy-50-stake-in-sandals-resorts-for-3b?source=wsb_podcast:us_diesel_dilemma
https://seekingalpha.com/news/4645467-novo-eyes-hair-loss-market-amid-plans-diversify?source=wsb_podcast:us_diesel_dilemma
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:us_diesel_dilemma and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:us_diesel_dilemma.
22 SEP 2026 · Shopify https://seekingalpha.com/news/4645292-meta-shopify-team-up-to-enable-purchases-through-muse-ai-agent?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home after Amazon blocks it. (0:15) Viking soars https://seekingalpha.com/news/4645338-viking-therapeutics-stock-soars-obesity-data?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home. (1:27) DoorDash admits https://seekingalpha.com/news/4645350-doordash-to-compensate-nyc-drivers-who-were-undertipped?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home. (1:58)   Â
Show Notes
https://seekingalpha.com/news/4645314-three-ai-era-giants-tower-over-45-years-of-tech-ipos?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:shopify_gives_metas_ai_agent_a_home.
22 SEP 2026 · Can Monday’s https://seekingalpha.com/news/4645249-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:tech_rally_takes_a_breath survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a https://seekingalpha.com/news/4645193-mcdonalds-tests-selling-ad-space-on-digital-menu-boards-to-unlock-new-revenue-stream?source=wsb_podcast:tech_rally_takes_a_breath on the menu: ads. (00:56) CarMax (KMX) https://seekingalpha.com/news/4645235-carmax-eliminates-145-corporate-jobs-amid-market-pressure?source=wsb_podcast:tech_rally_takes_a_breath again as the used-car market refuses to shift gears. (01:19)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:tech_rally_takes_a_breath.
Show links:
https://seekingalpha.com/news/4645272-biggest-stock-movers-tuesday-ubs-vicr-and-more?source=wsb_podcast:tech_rally_takes_a_breath
https://seekingalpha.com/news/4645236-trump-tv-debuts-on-youtube-as-major-networks-suspend-white-house-pool-coverage?source=wsb_podcast:tech_rally_takes_a_breath
https://seekingalpha.com/news/4645219-falcon-9-rideshare-sales-paused-as-spacex-winds-down-flagship-vehicle-wsj?source=wsb_podcast:tech_rally_takes_a_breath
https://seekingalpha.com/news/4643424-dollar-general-ceo-says-even-100k-earners-shopping-like-bargain-hunters?source=wsb_podcast:tech_rally_takes_a_breath
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:tech_rally_takes_a_breath and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:tech_rally_takes_a_breath.
21 SEP 2026 · Apollo could be https://seekingalpha.com/news/4644589-n-y-yankees-near-deal-giving-apollo-16-percent-stake-in-storied-franchise?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b. (0:14) HP slides https://seekingalpha.com/news/4644708-hp-slides-as-it-says-pc-industry-will-decline-mid-single-digits-in-2027?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b. (1:03) Media outlets https://seekingalpha.com/news/4644681-cnn-ms-now-politico-sue-trump-over-white-house-press-ban?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b. (1:47)   Â
Show Notes
https://seekingalpha.com/news/4644695-bond-volatility-is-back-in-the-drivers-seat-for-stocks?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:yankee_stake_sale_could_value_team_at_12b.
21 SEP 2026 · Musk's latest idea could https://seekingalpha.com/news/4644590-musk-says-boring-company-is-planning-200-mph-texas-hyperloop?source=wsb_podcast:musks_texas_tunnel_vision a Texas commute to 30 minutes. (00:14) The https://seekingalpha.com/news/4644625-volkswagen-porsche-shares-slide-further-after-profit-warning?source=wsb_podcast:musks_texas_tunnel_vision facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A https://seekingalpha.com/news/4644596-converse-reviews-ad-approvals-after-campaign-draws-racism-backlash?source=wsb_podcast:musks_texas_tunnel_vision is putting Converse (NKE) back in the spotlight. (02:04)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:musks_texas_tunnel_vision.
Show links:Â
https://seekingalpha.com/news/4644658-biggest-stock-movers-monday-wbd-psky-and-more?source=wsb_podcast:musks_texas_tunnel_vision
https://seekingalpha.com/news/4644611-paramount-may-face-30m-fine-per-missed-film-under-settlement-terms-bloomberg?source=wsb_podcast:musks_texas_tunnel_vision
https://seekingalpha.com/news/4644589-n-y-yankees-near-deal-giving-apollo-16-percent-stake-in-storied-franchise?source=wsb_podcast:musks_texas_tunnel_vision
https://seekingalpha.com/news/4644620-oil-supertanker-shortage-another-risk-for-gas-prices?source=wsb_podcast:musks_texas_tunnel_vision
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:musks_texas_tunnel_vision and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:musks_texas_tunnel_vision.
20 SEP 2026 · Trump and Xi meet with https://seekingalpha.com/article/4947746-the-high-stake-trump-xi-meeting-brace-for-volatility?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai. (0:13) Trump https://seekingalpha.com/news/4644567-trump-to-form-ai-force-says-ai-will-make-up-25-percent-of-u-s-gdp?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai while Google https://seekingalpha.com/news/4644563-google-gemini-ai-model-hacked-three-companies?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai. (1:07) Costco earnings https://seekingalpha.com/article/4947912-wall-street-breakfast-with-steven-cress-intapp-boot-barn-costco-doordash?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai. (2:03)
Show Notes
https://seekingalpha.com/news/4644573-trump-polls-to-rebrand-ai?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai
https://seekingalpha.com/news/4644562-ms-now-cnn-denied-entry-white-house?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai
https://seekingalpha.com/news/4644272-dividend-roundup-microsoft-jpmorgan-chase-mcdonalds-broadcom-and-more?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at https://seekingalpha.com/subscriptions?source=wsb_podcast:trumpxi_meet_to_talk_rare_earths_ai.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Categories | Business News , Investing |
| Website | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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