Wall Street Breakfast

Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LAC, MU, and more
Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
OpenAI, Oracle reveal first Stargate data center in Texas: report
Russian fuel crisis grows as Ukraine steps up drone attacks on refineries

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.

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)

Show Notes
Nvidia is keeping the U.S. out of a recession

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.

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: SAVA, CLSK, and more
U.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report
10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI
Trump administration re-evaluating $2.3B loan for Lithium Americas mine - Bloomberg

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.

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks, MTSR, and more
Trump officials reportedly set to link Tylenol use during pregnancy to autism
Samsung stock hits year’s high following report of Nvidia approval
Saks is said to be in talks to sell stake in Bergdorf Goodman

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.

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).

Show Notes
The Paradigm Shift No Investor Can Ignore
Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It

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.

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03)
 
Episode transcripts seekingalpha.com/wsb.

Show links: 
Take the Quiz: Investment News Quiz - Friday, Sept. 19
Biggest stock movers Friday: XXII, FDX, UPS, and more
Nvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: report
Judge rules Amazon violated consumer law in Prime billing case
Deutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - report

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.

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: IONQ, CBRL, and more
Novo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesity
Trump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FT
OpenAI & SoftBank's Japan AI venture delayed - report

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.

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)

Show Notes
6 stocks for a Fed rate cut

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.

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Listen: Historic Day At The Fed With Danielle DiMartino Booth
Biggest stock movers Wednesday: NFE, WDAY, and more
Top 10 S&P 500 performing stocks ahead of the Fed's rate decision
RCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - update
Chinese tech stocks extend rally as AI spending spree intensifies

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.

A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)

Show Notes
Could the Fed see an unprecedented tie vote?

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.