Wall Street Breakfast

PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58) Show Notes This retro name is the fastest growing soft drink Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

(00:14) New timeline for the Iran war and gas prices. Show links: Biggest stock movers Thursday: AVAV, AEO, and more FDA investigates salmonella outbreak linked to broccoli sprouts AI spending cools at biggest-spending firms as model wars intensify OpenAI’s rogue agents used at least 10 more sites for unauthorized comms: Reuters Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. (1:36) Meta rallies after unveiling agent Muse. (2:20) Show Notes NASA wants ideas for moon living Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. Show links: Apple launch event: CEO Ternus' first big test Biggest stock movers Wednesday: LAC, TTAN, and more Anthropic researcher quits over AI safety fears, echoing other expert warnings US intel warns Silicon Valley: Major Chinese AI developers harvesting US model data Qualcomm jumps as it teams with Amazon on next-gen AI data center deal Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jensen Huang declares artificial general intelligence after GPT-6 Astra. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19) Show Notes Memory stocks breaking out, Goldman says Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

(00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. Show links: Biggest stock movers Tuesday: ZIM, NVS, and more SA Asks: How concerned should investors be about surging global bond yields? Labor Day week has a nasty history for the S&P 500 Trump says he made ‘hundreds of billions’ on stocks for U.S. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23) Show Notes Does Trump want the dollar-loonie parity? Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.

Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. Show links: Biggest stock movers Friday: IOT, LULU, DSS and more Investment News Quiz - Friday, Sep. AI data centers? Elon Musk’s super PAC spends $800K on key Republican midterm races Oil trends toward biggest weekly gain since July; ING raises price forecast Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ford targets 100K sales for its new Ford Fathom. (1:02) New York puts a freeze on classroom AI. (1:59) Show Notes The case for buying stocks when the Fed hikes Walmart delivering Dunkin’ Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia. Show links: Biggest stock movers Thursday: SNOW, HPE, and more Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript Most shorted stocks on Wall Street PG&E teams up with Google, Tesla, Sunrun on Bay Area virtual power plant AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be The Cure Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Uber cutting up to 3,300 jobs in a major restructuring. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27) Show Notes SiriusXM gets a vote of confidence Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

An AI server boom helped Dell (DELL) crush estimates. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. Show links: Biggest stock movers Wednesday: DELL, CRDO, and more Michael Burry’s portfolio: How his bullish and bearish bets fared In August Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

(1:46) Wall Street tells law firms AI should lower their bills. (2:01) Show Notes William Blair’s latest stock Conviction List Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking. Show links: Biggest stock movers Tuesday: NVS, NIO, and more Apple’s $4.6T test: Can Ternus build what comes next? Trump says data center opponents could 'end up backwards and poor' Howmet slides after Elon Musk unveils SpaceX turbine-blade casting plan Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12) Show Notes Retail investor ready for a vacation from buy-the-dip Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil jumps, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17 billion deal. Show links: Biggest stock movers Monday: Energy stocks and more BOE chief warns G20 of AI threats to financial stability, equity markets Wealthy Americans turn to private life insurance for tax-free investing Nvidia's Quant Rating upgraded to Strong Buy after upbeat outlook Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56) Show Notes Cybercab unveil this week Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.

Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. Show links: Biggest stock movers Friday: PYPL, MRVL, and more U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios What will Warsh say at Jackson Hole if he doesn't offer guidance? Michael Burry buys Nvidia calls as hedge, expands shorts on Oracle and Palantir Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

White House mulling a new round of tariffs on semis. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16) Show Notes “Grand Theft Auto 6” preview debuts on Netflix Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (01:47) Wendy's (WEN) rally faces a reality check. Show links: Biggest stock movers Thursday: NVDA, OKTA, and more What is Hugging Face? Russia prepares Ukraine escalation as talks collapse - report U.S. cracks down on Chinese hacking network that targeted DOJ, Fed and Senate Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.