Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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71
Quantum computer fever cooling

Quantum computer fever cooling

Apr 07, 2026

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40) ...

72
Insurers pop on Medicare rate hike

Insurers pop on Medicare rate hike

Apr 07, 2026

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01...

73
Disney's new chapter in Paris begins

Disney's new chapter in Paris begins

Apr 06, 2026

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:4...

74
PepsiCo exits Kanye fest

PepsiCo exits Kanye fest

Apr 06, 2026

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies...

75
Trump says he may blow up Iran and seize its oil

Trump says he may blow up Iran and seize its oil

Apr 05, 2026

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)   Show Notes Delta expected to report solid number...

76
Anthropic leak hits Claude Code

Anthropic leak hits Claude Code

Apr 02, 2026

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)...

77
Oil gains after war talk

Oil gains after war talk

Apr 02, 2026

Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership...

78
Nike plunges, options hint rebound

Nike plunges, options hint rebound

Apr 01, 2026

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)   ...

79
RH feels housing chill

RH feels housing chill

Apr 01, 2026

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride i...

80
McCormick Unilever 44.8B deal

McCormick Unilever 44.8B deal

Mar 31, 2026

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)     Show No...

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