Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)Show Notes Earnings CalendarDividend RoundupEpisode 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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6:09
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6:09
UnitedHealth jumps as funds boost stakes
Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMAT, UNH, and moreApplied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delaysCathie Wood bets big on Bullish IPO, buys over 2.5M sharesOracle to offer Google’s Gemini AI models to its customersSign 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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5:39
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5:39
Wholesale inflation soars
The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)Show NotesEthereum to $15,000 by year end? 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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7:10
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7:10
Bullish soars 84% on debut
Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: COHR, RRGB, and moreFoxconn sees AI server demand growing after Q2 profit soarsTwo Pentagon projects set to be axed, risking costly do-over - reportCisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driverSign 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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6:05
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6:05
CAVA slides on sales miss
CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CRWV, INTA, and moreJudge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - reportAI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJSign 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.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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