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Wall Street Breakfast

by Seeking Alpha
Business NewsNewsBusiness

Today: #112 in News on our combined chart.

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News
#112 New on this chart
#100 Pulse 4

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DateApple Podcasts
Oct 2#100

About the show

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Latest episodes

  • Jobs report - bad news is good news

    October 2, 2026 · 6 min

    The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00) Episode transcripts…

  • No sprint for Nike yet

    October 2, 2026 · 6 min

    Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17)  Episode transcripts seekingalpha.com/wsb. Show…

  • All about AI

    October 1, 2026 · 8 min

    Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's…

  • Constellation's big power play

    October 1, 2026 · 6 min

    Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03)  Episode transcripts…

  • Micron on top

    September 30, 2026 · 8 min

    Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube Show links:  Steven Cress' analysis Wall Street Breakfast with Steven Cress (TGT, BA, MU) Alpha Picks Episode transcripts…

  • Target extends value drive

    September 30, 2026 · 5 min

    Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)   Episode transcripts…

  • Anthropic wants $2T, warns AI could kill us

    September 29, 2026 · 4 min

    Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)      Show Notes Oura postpones IPO Study says compute…

  • Federal boost for Navitas

    September 29, 2026 · 6 min

    A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA)…