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

Wall Street Breakfast

The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)     
Show Notes
Warner accuses Amazon of poaching employees
Episode transcripts seekingalpha.com/wsb.
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OpenAI agent went rogue for days

Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT
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A fine mess for Waymo

Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: INTC, SAP, and more
Investment News Quiz - Friday, Jul. 24
Tesla's earnings slump leaves short sellers with over $9B in paper gains this year
Stripe in talks to acquire AI startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/
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Intel flexes on Q2 beat

ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: TSLA, GOOG, NOW, and more
Taco Bell leans on $1 enchirito to reverse tainted lettuce slump
Alphabet's AI spending pushes free cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around
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ServiceNow's answer to rogue AI

Super Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: SMCI, DYN, OKLO, and more
SpaceX faces massive share unlocks as investors brace for insider selling
OpenAI models inadvertently hack Hugging Face system during cyber capability evaluation
What will Tesla say during their next earnings call? – Kalshi
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Super Micro heats up

Nvidia's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: NBIS, ZION, and more
Snap reaches settlement in social media addiction lawsuit -- report
Crude oil prices haven't climbed as much as some expected in five months of war - why?
TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei
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Nebius gets NVDA lift

The FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: BABA, FRVO, and more
Alibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5
Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices
SA Asks: Are memory chipmakers building too much capacity?
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FDA's lettuce u-turn

Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24)  
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Tesla reports as earnings season revs up

SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14) 
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: NFLX, SPCX, and more
PayPal board views $53B Stripe-Advent takeover bid as inadequate - Reuters
Trump slams ABC, NBC for skipping live speech, calls for license revocation
Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains
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Starship stall weighs on SpaceX

TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links: 
Biggest stock movers Thursday: TSM, EOSE, ASTS, and more
Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates
Trump considers high-stakes military escalation in Iran - report
SA Asks: Should Disney get out of the streaming business?
SpaceX short sellers notch $3.8B in mark-to-market gains
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