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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
2 OCT 2026 · The big story of the day is the https://seekingalpha.com/news/4649794-nonfarm-payrolls-cool-more-than-expected-in-september-unemployment-rate-ticks-up?source=wsb_podcast:jobs_bad_news_good_news report, says https://seekingalpha.com/user/55407719/news?source=wsb_podcast:jobs_bad_news_good_news, which came in weaker than expected (0:25). Nike https://seekingalpha.com/news/4649510-nikes-turnaround-faces-more-headwinds-as-china-sales-slide-sees-further-sales-decline-in-fy27?source=wsb_podcast:jobs_bad_news_good_news after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:jobs_bad_news_good_news
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:jobs_bad_news_good_news 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:jobs_bad_news_good_news.
2 OCT 2026 · Nike’s (NKE) https://seekingalpha.com/news/4649510-nikes-turnaround-faces-more-headwinds-as-china-sales-slide-sees-further-sales-decline-in-fy27?source=wsb_podcast:no_sprint_for_nike_yet is getting harder to outrun. (00:14) Moderna (MRNA) is joining the https://seekingalpha.com/news/4649712-moderna-to-join-nasdaq-100-replacing-warner-bros-discovery?source=wsb_podcast:no_sprint_for_nike_yet. (01:44) The mortgage industry is bracing for a https://seekingalpha.com/news/4649585-fhfa-plans-to-ease-fannie-mae-and-freddie-macs-credit-data-requirement-report?source=wsb_podcast:no_sprint_for_nike_yet shake-up. (02:17)Â
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:no_sprint_for_nike_yet
Show links:Â
https://seekingalpha.com/news/4649734-biggest-stock-movers-friday-nke-syna-and-more?source=wsb_podcast:no_sprint_for_nike_yet
https://seekingalpha.com/news/4649207-spacex-launches-crewminus-13-mission-to-international-space-station?source=wsb_podcast:no_sprint_for_nike_yet
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:no_sprint_for_nike_yet 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:no_sprint_for_nike_yet.
1 OCT 2026 · Chris Ciaccia, Senior Editor of https://seekingalpha.com/user/55407719/news?source=wsb_podcast:all_about_ai at Seeking Alpha, shares why today's news out of Constellation Energy (https://seekingalpha.com/symbol/CEG?source=wsb_podcast:all_about_ai) and Amazon is really all about AI (0:30) https://seekingalpha.com/news/4648835-chinas-tencent-taps-oracle-for-100000-ai-chips-in-7b-lease-deal---report?source=wsb_podcast:all_about_ai getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding https://seekingalpha.com/news/4648814-micron-expects-fiscal-q1-revenue-of-61_5b-1_5b-as-it-raises-fiscal-2027-capex-plans-amid?source=wsb_podcast:all_about_ai (4:55)
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:all_about_ai
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:all_about_ai 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:all_about_ai.
1 OCT 2026 · Amazon (AMZN) just handed Constellation (CEG) a https://seekingalpha.com/news/4648795-constellation-amazon-sign-20-yr-nuclear-power-agreement?source=wsb_podcast:constellations_big_power_play vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing https://seekingalpha.com/news/4648835-chinas-tencent-taps-oracle-for-100000-ai-chips-in-7b-lease-deal---report?source=wsb_podcast:constellations_big_power_play from Oracle (ORCL). (01:16) Micron's (MU) eye-popping https://seekingalpha.com/news/4648585-micron-slips-even-as-q4-results-guidance-top-estimates?source=wsb_podcast:constellations_big_power_play. (02:03)Â
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:constellations_big_power_play
Show links:Â
https://seekingalpha.com/news/4648880-biggest-stock-movers-thursday-goog-ingn-and-more?source=wsb_podcast:constellations_big_power_play
https://seekingalpha.com/news/4641914-trump-announces-500-rebates-for-nearly-1m-obamacare-enrollees?source=wsb_podcast:constellations_big_power_play
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:constellations_big_power_play 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:constellations_big_power_play.
30 SEP 2026 · Steven Cress shares Quant's perspective on Strong Buy Micron (https://seekingalpha.com/symbol/MU/ratings/quant-ratings?source=wsb_podcast:micron_on_tap) ahead of earnings. Watch on https://www.youtube.com/watch?v=EVzETO217y0&t=64s&source=wsb_podcast:micron_on_tap
Show links:Â
https://seekingalpha.com/author/steven-cress-quant-team/analysis?source=wsb_podcast:micron_on_tap
https://www.youtube.com/watch?v=y2NtvpE3-CA?source=wsb_podcast:micron_on_tap
https://seekingalpha.com/alpha-picks/picks/current?source=wsb_podcast:micron_on_tap
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:micron_on_tap
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:micron_on_tap 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:micron_on_tap.
30 SEP 2026 · Can https://seekingalpha.com/news/4648162-targets-price-cuts-are-seen-as-the-latest-winning-move-by-management?source=wsb_podcast:target_extends_value_drive drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion https://seekingalpha.com/news/4648316-boeing-wins-20b-navy-fighter-contract-its-2nd-major-stealth-jet-program?source=wsb_podcast:target_extends_value_drive for Boeing (BA). (01:37) New York's new pied-à -terre tax faces a https://seekingalpha.com/news/4648244-judge-delays-rollout-of-new-york-pied-a-terre-tax?source=wsb_podcast:target_extends_value_drive (NYF). (02:26) Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:target_extends_value_drive.
Show links:Â
https://seekingalpha.com/news/4648349-biggest-stock-movers-wednesday-ba-pyxs-noc-and-more?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648331-ford-ceo-its-not-too-late-for-us-to-fend-off-chinese-ev-rivals?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648312-big-tech-ceos-sign-off-on-trumps-super-intelligence-safety-accord?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648333-deepseek-unveils-huawei-ai-chip-software-to-challenge-nvidia?source=wsb_podcast:target_extends_value_drive
https://seekingalpha.com/news/4648004-wednesdays-economic-calendar?source=wsb_podcast:target_extends_value_drive
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:target_extends_value_drive 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:target_extends_value_drive.
29 SEP 2026 · Anthropic seeks $2T while warning https://seekingalpha.com/news/4647825-anthropic-ipo-prospectus-states-ai-could-pose-existential-risks-humanity?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us. (0:14) OpenAI https://seekingalpha.com/news/4647826-openai-cancels-release-of-gpt-61-astra-ai-model-citing-safety-worries-wsj?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us. (1:36) Researchers find https://seekingalpha.com/news/4648001-simulated-pain-can-push-ai-to-break-an-asimov-law-study?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us. (2:30)   Â
Show Notes
https://seekingalpha.com/news/4647886-oura-postpones-ipo-citing-market-uncertainty?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us
https://seekingalpha.com/news/4648032-ai-compute-demand-must-reach-6t-by-2031-to-support-colossal-data-center-buildout-bain?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us 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:anthropic_wants_2t_warns_ai_could_kill_us.
29 SEP 2026 · A new U.S. government https://seekingalpha.com/news/4647799-navitas-jumps-after-us-army-picks-it-to-develop-next-gen-silicon-carbide-technology?source=wsb_podcast:federal_boost_for_navitas has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is https://seekingalpha.com/news/4647753-eli-lilly-ceo-ricks-says-drugmaker-hunt-bigger-deals?source=wsb_podcast:federal_boost_for_navitas for its next big bet. (00:52) A judge keeps a high-stakes mRNA https://seekingalpha.com/news/4647773-pfizer-biontech-moderna-dealt-blow-effort-dismiss-mrna-patent-lawsuits?source=wsb_podcast:federal_boost_for_navitas alive (PFE), (BNTX) (MRNA). (01:48) Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:federal_boost_for_navitas.
Show links:
https://seekingalpha.com/news/4647867-biggest-stock-movers-tuesday-smmt-nvts-and-more?source=wsb_podcast:federal_boost_for_navitas
https://seekingalpha.com/news/4647868-jobs-and-rents-could-shape-the-feds-2027-path?source=wsb_podcast:federal_boost_for_navitas
https://seekingalpha.com/news/4647774-amd-to-acquire-world-labs-in-82b-all-stock-deal?source=wsb_podcast:federal_boost_for_navitas
https://seekingalpha.com/article/4949876-top-4-stocks-for-q4-buy-the-september-dip?source=wsb_podcast:federal_boost_for_navitas
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:federal_boost_for_navitas 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:federal_boost_for_navitas.
28 SEP 2026 · Meta poaches MongoDB chief to https://seekingalpha.com/news/4647562-meta-establishes-new-enterprise-platform-for-corporate-clients-taps-mongodb-ceo-to-lead?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_push. (0:14) Nvidia launches the https://seekingalpha.com/news/4647498-nvidia-unveils-massive-150b-increase-to-share-buyback-program?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_push. (0:59) Treasury yields https://seekingalpha.com/news/4647652-us-10-year-treasury-tops-525-as-yields-continue-to-climb?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_push. (2:10)   Â
Show Notes
https://seekingalpha.com/news/4647516-ai-agents-could-cause-a-yield-run-on-banks-by-doing-what-theyre-told?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_push
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_push.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_push 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:meta_poaches_mongodb_ceo_for_ai_push.
28 SEP 2026 · A potential $100B IPO is raising https://seekingalpha.com/news/4647417-sk-hynix-falls-as-solidigm-us-ipo-plan-sours-mood?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder https://seekingalpha.com/news/4647439-ellison-pledges-67m-more-oracle-shares-as-loan-collateral?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns his stock-backed borrowing. (01:04) Starship (SPCX) is https://seekingalpha.com/news/4647425-spacex-prepares-starship-rocket-for-first-orbital-launch?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns this morning. (02:05)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns.
Show links:Â
https://seekingalpha.com/news/4647444-biggest-stock-movers-monday-gfi-nio-and-more?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns
https://seekingalpha.com/news/4647445-nvidia-introduces-open-source-tool-to-boost-ai-security
https://seekingalpha.com/news/4647407-california-gov-newsom-signs-bill-restricting-meme-coins-tied-to-public-officials?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns
https://seekingalpha.com/news/4647429-michael-burry-trump-cannot-afford-to-let-ai-boom-fail?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns 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:sk_hynix_hit_by_ipo_concerns.
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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