About this episode
From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters
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.
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters
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.
Get every episode summarized
Each time Wall Street Breakfast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Wall Street Breakfast
Treasury yields hit Financial Crisis highs
Wall Street Breakfast
Sep 10, 20264:35completed
Trump's ballot box bonus plan
Wall Street Breakfast
Sep 10, 20264:58completed
Anthropic researcher warns AI could kill us all
Wall Street Breakfast
Sep 9, 20265:08completed
Chime finds its Stride
Wall Street Breakfast
Sep 9, 20265:42completed