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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
7 JUN 2026 · SpaceX https://seekingalpha.com/news/4601213-spacex-ipo-over-two-times-oversubscribed?source=wsb_podcast:spacex_ipo_tests_18t_valuatio on the Nasdaq on Friday. Is https://seekingalpha.com/news/4601228-valuation-expert-sees-spacex-worth-1_3t-below-ipo-target?source=wsb_podcast:spacex_ipo_tests_18t_valuatio? (0:17) May CPI expected to show renewed pressures as https://seekingalpha.com/news/4601231-traders-pricing-in-a-rate-hike-by-year-end-after-jobs-jump?source=wsb_podcast:spacex_ipo_tests_18t_valuation. (1:30) https://seekingalpha.com/article/4912633-oracle-next-level-up?source=wsb_podcast:spacex_ipo_tests_18t_valuation spotlight AI cloud growth. (2:13)
Show Notes
https://seekingalpha.com/news/4601033-apple-wwdc-2026-preview-siri-ai-and-more?source=wsb_podcast:spacex_ipo_tests_18t_valuatio
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:spacex_ipo_tests_18t_valuation
https://seekingalpha.com/news/4601049-dividend-roundup-unitedhealth-group-verizon-alphabet-american-express-and-more?source=wsb_podcast:spacex_ipo_tests_18t_valuation
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:spacex_ipo_tests_18t_valuation.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:spacex_ipo_tests_18t_valuation and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at https://seekingalpha.com/subscriptions?source=wsb_podcast:spacex_ipo_tests_18t_valuation.
5 JUN 2026 · Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple https://seekingalpha.com/news/4601033-apple-wwdc-2026-preview-siri-ai-and-more?source=wsb_podcast:ai_trade_passes_baton 2026 (3:00) Extremely upbeat jobs https://seekingalpha.com/news/4601138-oracle-may-boost-capex-spending-forecast-bnp-says?source=wsb_podcast:ai_trade_passes_baton (5:00)
Transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:ai_trade_passes_baton
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ai_trade_passes_baton 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:ai_trade_passes_baton.
5 JUN 2026 · lululemon athletica's (LULU) https://seekingalpha.com/news/4600825-lululemon-athleticas-struggles-continue-lowers-fy26-guidance-below-street-view?source=wsb_podcast:lulus_discount_dilemma continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with https://seekingalpha.com/news/4600920-peloton-bets-on-pilates-growth-with-acquisition-of-skop?source=wsb_podcast:lulus_discount_dilemma of Skōp. (01:31) Data center developer Switch eyed at $50B+ https://seekingalpha.com/news/4600913-data-center-developer-switch-eyed-at-50b-valuation-in-massive-private-funding-talks-report?source=wsb_podcast:lulus_discount_dilemma in massive private funding talks: report. (02:07)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:lulus_discount_dilemma.
Show links:
https://seekingalpha.com/news/4600934-biggest-stock-movers-friday-lulu-docu-and-more?source=wsb_podcast:lulus_discount_dilemma
https://seekingalpha.com/news/4600830-the-summer-box-office-blitz-is-starting-to-heat-up?source=wsb_podcast:lulus_discount_dilemma
https://seekingalpha.com/news/4600906-crowdstrike-ceo-brushes-off-post-earnings-dip-points-to-exploding-ai-demand?source=wsb_podcast:lulus_discount_dilemma
https://seekingalpha.com/news/4600916-nvidia-clears-samsung-sk-hynix-and-micron-for-next-gen-vera-rubin-hbm4-supply-ceo-says?source=wsb_podcast:lulus_discount_dilemma
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:lulus_discount_dilemma 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:lulus_discount_dilemma.
4 JUN 2026 · Quantinuum ushers in https://seekingalpha.com/news/4600645-quantinuum-leaps-in-ipo-debut-as-quantum-era-approaches?source=wsb_podcast:quantinuum_ipo_pops_on_nasdaq_debut. (0:16) CrowdStrike falls https://seekingalpha.com/news/4599882-crowdstrike-increases-full-year-guidance-announces-upcoming-stock-split?source=wsb_podcast:quantinuum_ipo_pops_on_nasdaq_debut. (0:56) Job cuts rise as companies https://seekingalpha.com/news/4600415-us-employers-announce-97006-job-cuts-in-may-rising-16-mm?source=wsb_podcast:quantinuum_ipo_pops_on_nasdaq_debut. (1:44)
Show Notes
https://seekingalpha.com/news/4600114-world-cup-winners-hotels-restaurants-media-and-betting-stocks-deutsche-bank-says?source=wsb_podcast:quantinuum_ipo_pops_on_nasdaq_debut
https://seekingalpha.com/news/4600724-welcome-to-the-bot-dominated-internet?source=wsb_podcast:quantinuum_ipo_pops_on_nasdaq_debut
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:spacex_targets_record_ipo. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:spacex_targets_record_ipo 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:spacex_targets_record_ipo.
4 JUN 2026 · Broadcom (AVGO) https://seekingalpha.com/news/4600327-broadcom-slides-even-as-q2-results-guidance-top-wall-streets-forecast?source=wsb_podcast:broadcom_beat_not_enough even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl https://seekingalpha.com/news/4600454-disneys-super-bowl-ad-price-meets-resistance-on-madison-avenue?source=wsb_podcast:broadcom_beat_not_enough meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in https://seekingalpha.com/news/4600459-visa-mastercard-transactions-in-cuba-to-be-suspended-central-bank-says?source=wsb_podcast:broadcom_beat_not_enough to be suspended, central bank says. (02:49)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:broadcom_beat_not_enough.
Show links:
http://seekingalpha.com/news/4600547-biggest-stock-movers-thursday-crwd-avgo-and-more?source=wsb_podcast:broadcom_beat_not_enough
https://seekingalpha.com/news/4600509-netflix-explores-voice-ai-generative-tech-to-cure-content-overload-frustration?source=wsb_podcast:broadcom_beat_not_enough
https://seekingalpha.com/news/4600505-us-house-of-representatives-vote-to-restrict-trumps-military-actions-in-iran?source=wsb_podcast:broadcom_beat_not_enough
https://seekingalpha.com/news/4600495-middle-east-war-drains-us-oil-inventories-to-lowest-since-2004-analysts-warn-of-price-spike-ahead?source=wsb_podcast:broadcom_beat_not_enough
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:broadcom_beat_not_enough 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_not_enough.
3 JUN 2026 · SpaceX aiming to https://seekingalpha.com/news/4600059-elon-musks-spacex-eyes-record-75b-ipo-at-135-per-share---report?source=wsb_podcast:spacex_targets_record_ipo for $1.75T valuation. (0:15) ADP reports https://seekingalpha.com/news/4600202-us-private-sector-adds-122k-jobs-in-may-roughly-in-line-with-consensus-adp-jobs-report?source=wsb_podcast:spacex_targets_record_ipo since March 2025. (1:19) GameStop rallies after https://seekingalpha.com/news/4600021-gamestop-rallies-after-record-q1-operating-income-tally-new-2b-buyback-program?source=wsb_podcast:spacex_targets_record_ipo. (1:41)
Show Notes
https://seekingalpha.com/news/4600216-ford-issues-do-not-drive-recall-on-bronco-sport-and-maverick-vehicles?source=wsb_podcast:spacex_targets_record_ipo
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:spacex_targets_record_ipo.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:spacex_targets_record_ipo 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:spacex_targets_record_ipo.
3 JUN 2026 · Bitcoin (BTC-USD) lags equities as ETF https://seekingalpha.com/news/4600091-bitcoin-lags-equities-as-etf-outflows-mount-strategy-challenges-never-sell-narrative?source=wsb_podcast:bitcoins_great_withdrawal; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for https://seekingalpha.com/news/4600079-trump-executive-order-ai-oversight?source=wsb_podcast:bitcoins_great_withdrawal advanced AI models. (02:01) Novo Nordisk (NVO) launches https://seekingalpha.com/news/4600103-novo-nordisk-launches-wegovy-pill-in-first-market-outside-the-us?source=wsb_podcast:bitcoins_great_withdrawal in first market outside the U.S. (02:34)
Episode transcripts http://seekingalpha.com/wsb.
Show links:
https://seekingalpha.com/news/4600101-biggest-stock-movers-wednesday-gme-mrvl-and-more?source=wsb_podcast:bitcoins_great_withdrawal
https://seekingalpha.com/news/4599930-googles-ai-capex-raise-lifts-sails-for-data-center-infrastructure-and-tpu-supply-chain-stocks?source=wsb_podcast:bitcoins_great_withdrawal
https://seekingalpha.com/news/4600021-gamestop-rallies-after-record-q1-operating-income-tally-new-2b-buyback-program?source=wsb_podcast:bitcoins_great_withdrawal
https://seekingalpha.com/news/4599928-microsoft-flexes-ai-muscles-with-new-in-house-models-agents-and-quantum-chips-at-build?source=wsb_podcast:bitcoins_great_withdrawal
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:bitcoins_great_withdrawal 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:bitcoins_great_withdrawal.
2 JUN 2026 · Nvidia CEO Jensen Huang says Marvell https://seekingalpha.com/news/4599559-nvidias-huang-says-marvell-could-be-the-next-trillion-dollar-chip-company?source=wsb_podcast:huang_sees_marvells_trilliondollar_path. (0:15) Hewlett Packard Enterprise https://seekingalpha.com/news/4599604-hewlett-packard-surges-25-after-q2-results-as-analysts-highlight-server-demand?source=wsb_podcast:huang_sees_marvells_trilliondollar_path. (0:55) McDonald's https://seekingalpha.com/news/4599418-mcdonalds-eyes-chicken-wings-launch-as-a-way-to-compete-with-wingstop-and-chick-fil-a?source=wsb_podcast:huang_sees_marvells_trilliondollar_path as global demand outpaces beef. (1:33)
Show Notes
https://seekingalpha.com/news/4599560-william-blair-updates-its-conviction-list?source=wsb_podcast:huang_sees_marvells_trilliondollar_path
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:huang_sees_marvells_trilliondollar_path.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:huang_sees_marvells_trilliondollar_path 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:huang_sees_marvells_trilliondollar_path.
2 JUN 2026 · Alphabet (GOOG) (GOOGL) raises https://seekingalpha.com/news/4599490-alphabet-raises-80b-for-ai-investments-including-10b-from-berkshire-hathaway?source=wsb_podcast:alphabet_wants_80b investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) https://seekingalpha.com/news/4599534-when-is-amazon-prime-day-2026-dates-deals-and-early-discounts?source=wsb_podcast:alphabet_wants_80b? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found https://seekingalpha.com/news/4599518-citron-research-founder-andrew-left-found-guilty-of-securities-fraud?source=wsb_podcast:alphabet_wants_80b of securities fraud. (01:57)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:alphabet_wants_80b.
Show links:
https://seekingalpha.com/news/4599545-biggest-stock-movers-tuesday-hpe-mchp-and-more?source=wsb_podcast:alphabet_wants_80b
https://seekingalpha.com/news/4599536-microsoft-build-conference-what-to-expect?source=wsb_podcast:alphabet_wants_80b
https://seekingalpha.com/news/4599529-damaged-blue-origin-pad-may-not-be-restored-until-2028-nasa-official-says?source=wsb_podcast:alphabet_wants_80b
https://seekingalpha.com/news/4599418-mcdonalds-eyes-chicken-wings-launch-as-a-way-to-compete-with-wingstop-and-chick-fil-a?source=wsb_podcast:alphabet_wants_80b
https://seekingalpha.com/news/4599048-openai-sued-by-florida-over-alleged-ai-harm?source=wsb_podcast:alphabet_wants_80b
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:alphabet_wants_80b 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:alphabet_wants_80b.
1 JUN 2026 · Nvidia unveils new AI chips and https://seekingalpha.com/news/4598749-nvidia-highlights-agentic-and-physical-ai-key-partnerships-at-computex?source=wsb_podcast:nvidia_expands_its_ai_ambitions. (0:15) JetBlue reports https://seekingalpha.com/news/4598819-jetblue-boosts-its-unit-revenue-outlook-after-seeing-consistent-demand-trends?source=wsb_podcast:nvidia_expands_its_ai_ambitions and improves outlook. (0:51) Jerome Powell warns against https://seekingalpha.com/news/4598720-jerome-powell-fed-credibility-at-risk-if-presidents-can-fire-officials?source=wsb_podcast:nvidia_expands_its_ai_ambitions. (1:34)
Show Notes
https://seekingalpha.com/news/4598810-record-ipo-year-won-t-overwhelm-equity-demand-goldman-says?source=wsb_podcast:nvidia_expands_its_ai_ambitions
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:nvidia_expands_its_ai_ambitions.
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:nvidia_expands_its_ai_ambitions 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:nvidia_expands_its_ai_ambitions.
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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