Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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121
GameStop CEO bets his pay on return to glory

GameStop CEO bets his pay on return to glory

Jan 07, 2026

Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13)  Show Notes New GIFsent...

122
The memory trade

The memory trade

Jan 07, 2026

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidenti...

123
Another quantum computing first

Another quantum computing first

Jan 06, 2026

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16) Show Notes Odds of U.S. annexing Panama Canal ...

124
DHS calls out Hilton over ICE

DHS calls out Hilton over ICE

Jan 06, 2026

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unvei...

125
Fox's FanDuel boon

Fox's FanDuel boon

Jan 05, 2026

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34) Show Notes Steve Cress’ Top Stocks for 2026 – sign up today ...

126
Venezuela shift lifts energy shares

Venezuela shift lifts energy shares

Jan 05, 2026

Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double ...

127
Showtime for AI at CES Vegas

Showtime for AI at CES Vegas

Jan 04, 2026

Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34) Episode transcripts seekingalpha.com/wsb. Si...

128
A positive start for markets in 2026?

A positive start for markets in 2026?

Jan 02, 2026

Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as...

129
Crack open a cold one for 2026

Crack open a cold one for 2026

Dec 31, 2025

What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12) Show Notes All J.P. Morgan’s stock picks for 2026 Episode transcripts seekingalpha.com/wsb....

130
Twelve headlines. One year. 2025

Twelve headlines. One year. 2025

Dec 31, 2025

Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond marke...

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