Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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71
ChatGPT growth reaccelerates

ChatGPT growth reaccelerates

Feb 09, 2026

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)     Show Notes W...

72
HIMS loses weight in premarket trade

HIMS loses weight in premarket trade

Feb 09, 2026

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premi...

73
Delayed data deluge

Delayed data deluge

Feb 08, 2026

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)   Show Notes Chart of t...

74
Wall Street Roundup: risk off

Wall Street Roundup: risk off

Feb 06, 2026

Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00) Show Notes: President T...

75
Stellantis pays $26B for EV bets

Stellantis pays $26B for EV bets

Feb 06, 2026

EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as...

76
Crypto crash continues

Crypto crash continues

Feb 05, 2026

Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings f...

77
Alphabet’s growth comes with a capex bill

Alphabet’s growth comes with a capex bill

Feb 05, 2026

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperfo...

78
Washington Post announces sweeping layoffs

Washington Post announces sweeping layoffs

Feb 04, 2026

The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15) Sho...

79
Bahama Breeze comes off Darden’s menu

Bahama Breeze comes off Darden’s menu

Feb 04, 2026

Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market valu...

80
PayPal CEO out, Disney succession set

PayPal CEO out, Disney succession set

Feb 03, 2026

PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30) Show Notes ...

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