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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
12 MAY 2026 · Board call’s GME’s $56B takeover proposal https://seekingalpha.com/news/4591059-deal-rejected-ebay-says-gamestop-offer-is-neither-credible-or-attractive?source=wsb_podcast:ebay_rejects_gamestop_bid. (0:15) Energy prices push April https://seekingalpha.com/news/4591179-core-cpi-heats-up-in-april-headline-cpi-rises-in-line-with-consensus?source=wsb_podcast:ebay_rejects_gamestop_bid. (0:50) Quantum Computing reports https://seekingalpha.com/news/4591142-quantum-computing-jumps-as-q1-revenue-surges-wedbush-says-story-still-in-early-days?source=wsb_podcast:ebay_rejects_gamestop_bid. (1:49)   Â
Show Notes
https://seekingalpha.com/news/4591023-uk-bond-market-faces-off-with-another-prime-minister-and-blinks-for-now?source=wsb_podcast:ebay_rejects_gamestop_bid Â
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:ebay_rejects_gamestop_bid.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ebay_rejects_gamestop_bid 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:ebay_rejects_gamestop_bid.
12 MAY 2026 · Trump says he wants temporary https://seekingalpha.com/news/4590625-trump-says-he-wants-temporary-gas-tax-suspension-to-blunt-surging-pump-prices?source=wsb_podcast:trump_targets_pump_prices to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results https://seekingalpha.com/news/4590895-hims-and-hers-health-falls-q1-results-miss-both-lines?source=wsb_podcast:trump_targets_pump_prices on both lines. (01:16) Nelson Peltz’s Trian eyes https://seekingalpha.com/news/4590966-nelson-peltzs-trian-eyes-take-private-deal-for-the-wendys-company-ft-reports?source=wsb_podcast:trump_targets_pump_prices deal for The Wendy's Company, FT reports. (02:13)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:trump_targets_pump_prices.
Show links:Â
https://seekingalpha.com/news/4591010-biggest-stock-movers-tuesday-plug-hims-and-more?source=wsb_podcast:trump_targets_pump_prices
https://seekingalpha.com/news/4590873-silver-surges-to-biggest-gain-since-february-indias-modi-asks-citizens-to-pause-gold-buying?source=wsb_podcast:trump_targets_pump_prices
https://seekingalpha.com/news/4590964-nvidias-ceo-jensen-huang-reportedly-left-off-donald-trumps-china-ceo-delegation?source=wsb_podcast:trump_targets_pump_prices
https://seekingalpha.com/news/4591007-meta-loses-tussle-in-eus-top-court-over-compensation-to-italian-publishers?source=wsb_podcast:trump_targets_pump_prices
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:trump_targets_pump_prices 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:trump_targets_pump_prices.
11 MAY 2026 · Hyperscaler capex looks better when compared to https://seekingalpha.com/news/4590262-ma-bells-history-hints-that-ai-could-be-recession-proof#comment-102722621?source=wsb_podcast:ai_lessons_from_ma_bell. (0:15) Intel gains after https://seekingalpha.com/news/4590378-intel-shares-rise-after-report-of-collaboration-with-sk-hynix?source=wsb_podcast:ai_lessons_from_ma_bell. (2:08) Inspire Brands preps for https://seekingalpha.com/news/4590264-inspire-brands-plans-one-of-the-largest-restaurant-sector-ipos-ever?source=wsb_podcast:ai_lessons_from_ma_bell. (2:45)   Â
Show Notes
https://seekingalpha.com/news/4590344-investor-who-spied-nvidia-ai-thesis-in-16-has-a-new-conviction-call?source=wsb_podcast:ai_lessons_from_ma_bell Â
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:ai_lessons_from_ma_bell.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ai_lessons_from_ma_bell 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:ai_lessons_from_ma_bell.
11 MAY 2026 · Stock index https://seekingalpha.com/news/4590315-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:futures_dip_as_oil_jumps as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over https://seekingalpha.com/news/4590293-nintendo-slumps-9-over-switch-2-pricing-and-cautious-guidance?source=wsb_podcast:futures_dip_as_oil_jumps pricing and cautious guidance. (01:13) https://seekingalpha.com/news/4590145-dunkin-donuts-owner-inspire-brands-files-confidentially-for-ipo?source=wsb_podcast:futures_dip_as_oil_jumps owner Inspire Brands files confidentially for IPO. (02:28)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:futures_dip_as_oil_jumps.
Show links:Â
https://seekingalpha.com/news/4590323-biggest-stock-movers-monday-mrna-wen-and-more?source=wsb_podcast:futures_dip_as_oil_jumps
https://seekingalpha.com/news/4590261-did-value-meals-kill-the-smashburger-star?source=wsb_podcast:futures_dip_as_oil_jumps
https://seekingalpha.com/news/4590262-ma-bells-history-hints-that-ai-could-be-recession-proof?source=wsb_podcast:futures_dip_as_oil_jumps
https://seekingalpha.com/news/4590267-trump-administration-proposes-easier-employer-access-to-ivf-benefits?source=wsb_podcast:futures_dip_as_oil_jumps
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:futures_dip_as_oil_jumps 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:futures_dip_as_oil_jumps.
10 MAY 2026 · Cerebras headlines a https://seekingalpha.com/news/4590128-cerebras-systems-plans-to-raise-ipo-price-range-bloomberg?source=wsb_podcast:cerebras_leads_ipo_rush with surging investor demand. (0:17) Applied Materials faces https://seekingalpha.com/news/4589820-earnings-week-ahead-baba-csco-plug-amat-jd-and-more?source=wsb_podcast:cerebras_leads_ipo_rush. (1:12) April CPI arrives with energy prices https://cms.seekingalpha.com/article/4901610-what-might-the-fed-do-after-april-red-hot-inflation-report?source=wsb_podcast:cerebras_leads_ipo_rush. (1:55)  Â
Show Notes
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:cerebras_leads_ipo_rush
https://seekingalpha.com/news/4589784-dividend-roundup-eli-lilly-pepsico-apple-visa-and-more?source=wsb_podcast:cerebras_leads_ipo_rush
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:earnings_floodgate_opens_in_powells_last_fed_week.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:earnings_floodgate_opens_in_powells_last_fed_week and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at https://seekingalpha.com/subscriptions?source=wsb_podcast:earnings_floodgate_opens_in_powells_last_fed_week.
8 MAY 2026 · Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)
Show Notes:Â
https://seekingalpha.com/news/4588413-sa-investing-community-weighs-in-on-iran-war?source=wsb_podcast:market_lemons_limoncello
https://seekingalpha.com/news/4589934-micron-amd-lead-ai-and-chip-stocks-higher-despite-middle-east-woes?source=wsb_podcast:market_lemons_limoncello
https://seekingalpha.com/article/4898829-know-when-to-hold-em-and-when-to-fold-em?source=wsb_podcast:market_lemons_limoncello
Episode transcripts:Â http://seekingalpha.com/wsb?source=wsb_podcast:market_lemons_limoncello
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:market_lemons_limoncello 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:market_lemons_limoncello.
8 MAY 2026 · Cloudflare (NET) to https://seekingalpha.com/news/4589512-cloudflare-job-cuts-agentic-ai-first-operating-model?source=wsb_podcast:cloudflare_trades_staff_for_ai amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces https://seekingalpha.com/news/4589295-upwork-announces-24-reduction-in-total-workforce?source=wsb_podcast:cloudflare_trades_staff_for_ai in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B https://seekingalpha.com/news/4589513-iren-jumps-7-inks-five-year-34b-ai-cloud-deal-with-nvidia?source=wsb_podcast:cloudflare_trades_staff_for_ai with Nvidia (NVDA). (02:35)/
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:cloudflare_trades_staff_for_ai.
Show links:Â
https://seekingalpha.com/news/4589575-biggest-stock-movers-friday-xyz-ttd-net-and-more?source=wsb_podcast:cloudflare_trades_staff_for_ai
https://seekingalpha.com/news/4589251-federal-trade-court-strikes-down-trumps-10-global-tariff?source=wsb_podcast:cloudflare_trades_staff_for_ai
https://seekingalpha.com/news/4589514-shell-ceo-crude-shortage-warning?source=wsb_podcast:cloudflare_trades_staff_for_ai
https://seekingalpha.com/news/4589535-us-said-to-suspect-nvidia-chips-smuggled-to-alibaba-via-thailand-bloomberg-reports?source=wsb_podcast:cloudflare_trades_staff_for_ai
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:cloudflare_trades_staff_for_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:cloudflare_trades_staff_for_ai.
7 MAY 2026 · DOJ investigates https://seekingalpha.com/news/4588393-doj-probes-26b-in-war-linked-oil-trades---report?source=wsb_podcast:doj_probes_timed_oil_trades ahead of Iran news. (0:15) McDonald’s https://seekingalpha.com/news/4588189-mcdonalds-rallies-after-its-focus-on-value-offerings-pays-off-in-q1?source=wsb_podcast:doj_probes_timed_oil_trades, helped by value meals. (1:22) Amazon expands same-day delivery access https://seekingalpha.com/news/4588376-amazon-to-offer-novo-ozempic-pill?source=wsb_podcast:doj_probes_timed_oil_trades. (2:19)   Â
Show Notes
https://seekingalpha.com/news/4588339-seeking-alpha-interview-earnings-party-drowns-out-iran-risk-capitalcoms-rodda-says?source=wsb_podcast:doj_probes_timed_oil_trades
https://seekingalpha.com/news/4588323-ionq-falls-but-analysts-remain-largely-bullish-after-q1-results-outlook?source=wsb_podcast:doj_probes_timed_oil_trades Â
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:disney_rallies_on_broad_growth. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:disney_rallies_on_broad_growth 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:disney_rallies_on_broad_growth.
7 MAY 2026 · SpaceX (SPACE) IPO said to hand Elon Musk https://seekingalpha.com/news/4588006-spacex-ipo-elon-musk-unchecked-power-shareholder-rights?source=wsb_podcast:spacex_sets_course_for_one_musk_rule; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) https://seekingalpha.com/news/4587919-gamestop-ceo-ryan-cohen-says-ebay-suspended-his-account?source=wsb_podcast:spacex_sets_course_for_one_musk_rule his account. (01:39) DoorDash (DASH) rallies after pointing to record https://seekingalpha.com/news/4587402-doordash-rallies-after-pointing-to-record-membership-signups-in-q1?source=wsb_podcast:spacex_sets_course_for_one_musk_rule in Q1. (02:43)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:spacex_sets_course_for_one_musk_rule.
Show links:Â
https://seekingalpha.com/news/4588054-biggest-stock-movers-thursday-snap-fsly-and-more?source=wsb_podcast:spacex_sets_course_for_one_musk_rule
https://seekingalpha.com/news/4588034-oil-in-red-as-market-awaits-iran-response-trump-sees-swift-end-to-war?source=wsb_podcast:spacex_sets_course_for_one_musk_rule
https://seekingalpha.com/news/4586914-microsoft-mulls-delaying-energy-vow-amid-data-center-boom?source=wsb_podcast:spacex_sets_course_for_one_musk_rule
https://seekingalpha.com/news/4587046-credit-card-spending-is-through-the-roof---hassett-says-in-interview?source=wsb_podcast:spacex_sets_course_for_one_musk_rule
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:spacex_sets_course_for_one_musk_rule 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:spacex_sets_course_for_one_musk_rule.
6 MAY 2026 · Disney reports solid growth https://seekingalpha.com/news/4586725-disney-rallies-after-posting-growth-across-all-segments-in-fq2?source=wsb_podcast:disney_rallies_on_broad_growth. (0:15) Uber Q1 gross bookings https://seekingalpha.com/news/4586798-uber-rallies-after-gross-bookings-top-expectations-lyft-also-higher?source=wsb_podcast:disney_rallies_on_broad_growth. (1:20) Oil swings sharply as https://seekingalpha.com/news/4586937-massive-oil-short-trade-raises-questions-after-iran-deal-reports?source=wsb_podcast:disney_rallies_on_broad_growth. (2:00)   Â
Show Notes
https://seekingalpha.com/news/4586475-gamestops-ryan-cohen-explains-how-he-would-turn-around-ebay?source=wsb_podcast:disney_rallies_on_broad_growth Â
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:disney_rallies_on_broad_growth.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:disney_rallies_on_broad_growth 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:disney_rallies_on_broad_growth.
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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