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

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)     
Show Notes
The sheer size of AI IPO dominance
Episode transcripts seekingalpha.com/wsb.
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Shopify gives Meta's AI agent a home

Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) 
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: UBS, VICR, and more
'Trump TV' debuts on YouTube as major networks suspend White House pool coverage
Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ
Dollar General CEO says even $100k earners shopping like bargain hunters
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Tech rally takes a breath

Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)     
Show Notes
Bond market volatility a driver again
Episode transcripts seekingalpha.com/wsb.
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Yankee stake sale could value team at $12B

Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04) 
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: WBD, PSKY, and more
Paramount may face $30M fine per missed film under settlement terms: Bloomberg
N.Y. Yankees near deal giving Apollo 16% stake in storied franchise
Oil supertanker shortage: Another risk for gas prices
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Musk's Texas tunnel vision

Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)
Show Notes
Trump polls to rebrand AI
Journalists barred from White House
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Trump-Xi meet to talk rare earths, AI

It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)
Episode transcripts: seekingalpha.com/wsb
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Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)

Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43) 
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: XENE, NUE, and more
Jensen Huang says Nvidia will double chip volume next year amid strong AI demand
Chinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: report
Amazon ordered to expand payment and eligibility threshold under Prime settlement
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Intapp makes its AI case

Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)
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Episode transcripts: seekingalpha.com/wsb
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Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger)

Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) 
Episode transcripts seekingalpha.com/wsb.
Show links: 
Biggest stock movers Thursday: GNRC, FLNC, and more
SA Asks: What was the main takeaway from the FOMC's rate decision?
China's Huawei sets 2027 launch for new AI chips as it targets Nvidia
Trump orders block on Canadian goods for US federal contracts
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Amazon supercharges Generac

The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)     
Show Notes
‘Dose of accommodation’ removed: Warsh
Episode transcripts seekingalpha.com/wsb.
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