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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
4 SEP 2026 · Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares https://seekingalpha.com/news/4640146-wall-street-sours-on-lululemon-as-fy26-outlook-takes-another-hit?source=wsb_podcast:a_tough_stretch_for_lululemon. (00:15) The robotaxi era begins with https://seekingalpha.com/news/4640250-tesla-to-offer-cybercab-rides-in-austin-texas?source=wsb_podcast:a_tough_stretch_for_lululemon as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing https://seekingalpha.com/news/4640126-volkswagen-expands-restructuring-drive-with-50000-additional-job-cuts?source=wsb_podcast:a_tough_stretch_for_lululemon job cuts. (03:03)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:a_tough_stretch_for_lululemon.
Show links:Â
https://seekingalpha.com/news/4640258-biggest-stock-movers-friday-iot-lulu-dss-and-more?source=wsb_podcast:a_tough_stretch_for_lululemon
https://seekingalpha.com/quiz/67-investment-news-quiz-friday-sep-4-2026-09-04?source=wsb_podcast:a_tough_stretch_for_lululemon
https://seekingalpha.com/news/4640078-whats-shaping-the-geography-of-us-ai-data-centers?source=wsb_podcast:a_tough_stretch_for_lululemon
https://seekingalpha.com/news/4640248-elon-musks-super-pac-spends-800k-on-key-republican-midterm-races?source=wsb_podcast:a_tough_stretch_for_lululemon
https://seekingalpha.com/news/4640254-oil-trends-toward-biggest-weekly-gain-since-july-ing-raises-price-forecast?source=wsb_podcast:a_tough_stretch_for_lululemon
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:a_tough_stretch_for_lululemon 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:a_tough_stretch_for_lululemon.
3 SEP 2026 · Ford targets https://seekingalpha.com/news/4639831-ford-fathom-electric-truck-sales-target?source=wsb_podcast:ford_bets_big_on_30k_electric_truck. (0:15) Nvidia https://seekingalpha.com/news/4639938-nvidia-to-acquire-hugging-face-for-12_9b?source=wsb_podcast:ford_bets_big_on_30k_electric_truck for $12.9B. (1:02) New York puts https://seekingalpha.com/news/4639830-new-york-city-schools-ai-moratorium?source=wsb_podcast:ford_bets_big_on_30k_electric_truck. (1:59)  Â
Show Notes
https://seekingalpha.com/news/4639914-history-says-buy-the-mid-cycle-rate-hike-socgen?source=wsb_podcast:ford_bets_big_on_30k_electric_truck
https://seekingalpha.com/news/4639907-walmart-expands-its-restaurant-delivery-ambitions-with-dunkin-deal?source=wsb_podcast:ford_bets_big_on_30k_electric_truck
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:ford_bets_big_on_30k_electric_truck.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ford_bets_big_on_30k_electric_truck 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:ford_bets_big_on_30k_electric_truck.
3 SEP 2026 · An earnings beat https://seekingalpha.com/news/4639480-broadcom-slides-even-as-q3-results-guidance-top-wall-streets-estimates?source=wsb_podcast:broadcom_beat_meets_high_hopes to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 https://seekingalpha.com/news/4639648-doj-broadens-beef-inquiry-seeks-data-from-amazon-and-walmart?source=wsb_podcast:broadcom_beat_meets_high_hopes has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos https://seekingalpha.com/news/4639405-asia-aspirations-chipotle-breaks-into-a-new-continent-with-a-restaurant-in-south-korea?source=wsb_podcast:broadcom_beat_meets_high_hopes. (02:32)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:broadcom_beat_meets_high_hopes.
Show links:Â
https://seekingalpha.com/news/4639850-biggest-stock-movers-thursday-snow-hpe-and-more?source=wsb_podcast:broadcom_beat_meets_high_hopes
https://seekingalpha.com/article/4942557-broadcom-inc-avgo-q3-2026-earnings-call-transcript?source=wsb_podcast:broadcom_beat_meets_high_hopes
https://seekingalpha.com/news/4639485-most-shorted-stocks-on-wall-street?source=wsb_podcast:broadcom_beat_meets_high_hopes
https://seekingalpha.com/news/4639841-pge-teams-up-with-google-tesla-sunrun-on-bay-area-virtual-power-plant?source=wsb_podcast:broadcom_beat_meets_high_hopes
https://seekingalpha.com/article/4941928-ai-exhaustion-3-healthcare-stocks-with-38-percent-eps-growth-that-could-be-the-cure?source=wsb_podcast:broadcom_beat_meets_high_hopes
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:broadcom_beat_meets_high_hopes 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:broadcom_beat_meets_high_hopes.
2 SEP 2026 · Uber https://seekingalpha.com/news/4639396-uber-cutting-10-of-workforce-to-create-leaner-and-more-efficient-business?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster in a major restructuring. (0:16) August https://seekingalpha.com/news/4639408-job-growth-cools-more-than-expected-in-august-adp-jobs-report?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster. (1:42) Berkshire https://seekingalpha.com/news/4639382-berkshire-hathaway-energy-sees-oppportunity-in-supporting-hyperscalers-ceo-says?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster – with conditions. (2:27)  Â
Show Notes
https://seekingalpha.com/news/4639386-siriusxm-upgraded-as-deutsche-bank-sees-potential-for-growth-reacceleration?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster 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:uber_cuts_jobs_to_go_simpler_and_faster.
2 SEP 2026 · An AI server https://seekingalpha.com/news/4639137-dell-surges-after-raising-full-year-revenue-guidance-by-25b-as-ai-demand-takes-off?source=wsb_podcast:a_dell_of_a_quarter helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) https://seekingalpha.com/news/4639163-mongodb-delivers-another-solid-quarter-but-ai-infrastructure-costs-weigh-on-shares?source=wsb_podcast:a_dell_of_a_quarter estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic https://seekingalpha.com/news/4639060-jetblue-introduces-domestic-first-class-bluefirst?source=wsb_podcast:a_dell_of_a_quarter cabin. (02:09)Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:a_dell_of_a_quarter.
Show links:Â
https://seekingalpha.com/news/4639337-biggest-stock-movers-wednesday-dell-crdo-and-more?source=wsb_podcast:a_dell_of_a_quarter
https://seekingalpha.com/news/4638553-michael-burrys-portfolio-how-his-bullish-and-bearish-bets-fared-in-august?source=wsb_podcast:a_dell_of_a_quarter
https://seekingalpha.com/news/4639263-palo-alto-ceo-warns-1t-in-cybersecurity-infrastructure-unprepared-for-ai?source=wsb_podcast:a_dell_of_a_quarter
https://seekingalpha.com/news/4639252-us-diesel-price-soars-to-more-than-four-year-high-as-trump-ramps-up-pressure-on-refiners?source=wsb_podcast:a_dell_of_a_quarter
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:a_dell_of_a_quarter 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:a_dell_of_a_quarter.
1 SEP 2026 · Treasury yields https://seekingalpha.com/news/4638703-u-s-cannot-afford-10-year-at-5-percent-for-sustained-time-kobeissi?source=wsb_podcast:the_bond_yield_america_cant_afford. (0:16) GoPro https://seekingalpha.com/news/4638610-gopro-skyrockets-after-youtube-creator-markiplier-becomes-its-largest-shareholder?source=wsb_podcast:the_bond_yield_america_cant_afford. (1:46) Wall Street tells https://seekingalpha.com/news/4638532-wall-street-banks-demand-lower-legal-fees-as-ai-boosts-efficiency-ft?source=wsb_podcast:the_bond_yield_america_cant_afford. (2:01)  Â
Show Notes
https://seekingalpha.com/news/4638664-william-blair-updates-its-stock-conviction-list?source=wsb_podcast:the_bond_yield_america_cant_afford
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:the_bond_yield_america_cant_afford.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:the_bond_yield_america_cant_afford 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:the_bond_yield_america_cant_afford.
1 SEP 2026 · One legislative move sent utility stocks (PCG) (EIX) from https://seekingalpha.com/news/4638568-california-lawmakers-set-to-vote-on-wildfire-liability-bill?source=wsb_podcast:liability_sparks_downgrades. (00:14) Shein https://seekingalpha.com/news/4638552-shares-of-fast-fashion-giant-shein-slide-in-hong-kong-after-long-awaited-ipo?source=wsb_podcast:liability_sparks_downgrades hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a https://seekingalpha.com/news/4638533-airbnb-offers-select-us-hosts-lower-fees-to-bring-guests-to-platform---report?source=wsb_podcast:liability_sparks_downgrades of every booking. (02:45) Â
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:liability_sparks_downgrades.
Show links:Â
https://seekingalpha.com/news/4638575-biggest-stock-movers-tuesday?source=wsb_podcast:liability_sparks_downgrades
https://seekingalpha.com/news/4638572-apples-46t-test-can-ternus-build-what-comes-next?source=wsb_podcast:liability_sparks_downgrades
https://seekingalpha.com/news/4638525-trump-says-data-center-opponents-could-end-up-backwards-and-poor?source=wsb_podcast:liability_sparks_downgrades
https://seekingalpha.com/news/4638328-howmet-slides-after-elon-musk-unveils-spacex-turbine-blade-casting-plan?source=wsb_podcast:liability_sparks_downgrades
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:liability_sparks_downgrades 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:liability_sparks_downgrades.
31 AUG 2026 · BoE’s Bailey warns https://seekingalpha.com/news/4638106-boe-chief-letter-g20-ai-warning?source=wsb_podcast:central_banks_get_ai_jitters. (0:15) California wildfire legislation https://seekingalpha.com/news/4638227-pge-edison-sempra-sink-as-californias-sb-492-fails-to-include-liability-protection-for-utilities?source=wsb_podcast:central_banks_get_ai_jitters. (1:40) Chery eyes an https://seekingalpha.com/news/4638077-the-humanoid-robot-sector-continues-to-have-a-breakout-year?source=wsb_podcast:central_banks_get_ai_jitters. (2:12)   Â
Show NotesÂ
https://seekingalpha.com/news/4638221-retail-investors-ready-for-a-vacation-from-buy-the-dip?source=wsb_podcast:central_banks_get_ai_jitters
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:central_banks_get_ai_jitters.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:central_banks_get_ai_jitters 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:central_banks_get_ai_jitters.
31 AUG 2026 · https://seekingalpha.com/news/4638113-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:futures_lower_as_oil_rises: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be https://seekingalpha.com/news/4638111-strategys-michael-saylor-hints-at-first-bitcoin-purchase-in-two-months?source=wsb_podcast:futures_lower_as_oil_rises into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to https://seekingalpha.com/news/4638161-aon-to-buy-usi-from-kkr-for-17b?source=wsb_podcast:futures_lower_as_oil_rises in a $17 billion deal. (01:49) 5
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:futures_lower_as_oil_rises.
Show links:Â
https://seekingalpha.com/news/4638119-biggest-stock-movers-monday-energy-stocks-and-more?source=wsb_podcast:futures_lower_as_oil_rises
https://seekingalpha.com/news/4638106-boe-chief-letter-g20-ai-warning?source=wsb_podcast:futures_lower_as_oil_rises
https://seekingalpha.com/news/4638055-wealthy-americans-turn-to-private-life-insurance-for-tax-free-investing?source=wsb_podcast:futures_lower_as_oil_rises
https://seekingalpha.com/news/4638095-nvidias-quant-rating-upgraded-to-strong-buy-after-upbeat-outlook?source=wsb_podcast:futures_lower_as_oil_rises
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:futures_lower_as_oil_rises 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_lower_as_oil_rises.
30 AUG 2026 · August’s jobs report could https://seekingalpha.com/article/4941507-the-august-labor-market-report-to-cement-the-september-fed-hike?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus. (0:17) Broadcom earnings give https://seekingalpha.com/article/4941355-broadcom-i-am-hedging-before-q3-you-should-too?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus. (1:24) John Ternus https://seekingalpha.com/article/4941472-apple-ceo-changes-double-compounding-does-not?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus from Tim Cook at Apple. (1:56)
Show Notes
https://seekingalpha.com/news/4637468-robotaxi-reveal-teslas-cybercab-takes-the-stage-next-week?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus
https://seekingalpha.com/news/4637779-dividend-roundup-nvidia-altria-nike-qualcomm-and-more?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at https://seekingalpha.com/subscriptions?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus.
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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