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Wall Street Breakfast

Wall Street Breakfast

Written by: Seeking Alpha
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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/wsbCopyright Seeking Alpha Economics Personal Finance Politics & Government
Episodes
  • AI premium fades as staples surge

    AI premium fades as staples surge
    Feb 26 2026
    Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

    Show Notes
    Jane Street now top holder of silver ETF

    Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    4 mins
  • C3.ai’s big miss

    C3.ai’s big miss
    Feb 26 2026
    C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: CRM, TTD, NTNX, and more
    Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
    Trump administration to hold back $259M in Medicaid payments to Minnesota
    Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
    Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

    Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    6 mins
  • Microsoft, Nvidia, Uber back Wayve's $1.2B funding

    Microsoft, Nvidia, Uber back Wayve's $1.2B funding
    Feb 25 2026
    Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
    Tom Lee spies bottom in software stocks (3:20)

    Show links:
    HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
    Lowe's issues cautious FY26 outlook on housing market headwinds

    Episode transcripts: seekingalpha.com/wsb

    Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    4 mins
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