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Artwork for Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha
Spacex
Nvidia
Openai
Federal Reserve
Artificial Intelligence
Meta Platforms
Apple
Amazon
Anthropic
Donald Trump
Alphabet
Nasdaq
S&P 500
Google
Micron Technology
Semiconductors
United States
Berkshire Hathaway
Intel
Ford Motor Company

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb

PublishesDailyEpisodes1556Founded9 years ago
Number of ListenersCategories
Business NewsBusinessInvestingNews

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Artwork for Wall Street Breakfast

Latest Episodes

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding nu... more

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03)

Episode transcripts: seekingalpha.com/... more

Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube

Show links:

Steven Cress' analysis

Wall Street Breakfast with Steven Cress (TGT, BA, MU)

Alpha Picks

Episode transcripts: seekingalpha.com/wsb

S... more

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)

Episode transcripts seekingalpha.com/wsb.

Show li... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Steve Cress
Investment analyst discussed on the show
Intapp, Boot Barn, Costco, DoorDash
Episode: Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)
Jensen Wong
CEO of NVIDIA (as referenced in the episode)
NVIDIA
Episode: Trump says AI takeover is a hoax
David Russell
Head of Market Strategy at TradeStation
Episode: Treasury yields hit Financial Crisis highs
Samuel Toombs
Pantheon Macro economist
Episode: Treasury yields hit Financial Crisis highs
Diane Swank
Chief economist at KPMG
Episode: Treasury yields hit Financial Crisis highs
Clem Chambers
Founder of A New FN
A New FN
Episode: We are in a bubble
Stephen Kress
Seeking Alpha's quantitative analyst
Seeking Alpha
Episode: SpaceX enters public orbit
David Keller
Analyst from Market Misbehavior
Market Misbehavior
Episode: SpaceX enters public orbit
Torsten Slock
Apollo Chief Economist
Apollo Global Management
Episode: AI job fears ease

Hosts

Kim Kahn
Host who appears across segments focusing on rapid-market briefs and major news summaries; affiliated with Seeking Alpha.
Julie Morgan
Host known for presenting Wall Street Breakfast content and daily market highlights; affiliated with Seeking Alpha.

Reviews

4.4 out of 5 stars from 2.9k ratings
  • Good and Concise

    and I love Julie Morgan's voice.

    Apple Podcasts
    5
    X@(gR99
    Germany3 months ago
  • Get new hosts

    I can’t listen to Julie Morgan’s intonation or Kim Ka’s voice. Shame because the info is good.

    Apple Podcasts
    1
    Naosoucriativo
    United States6 months ago
  • Content is good, voice is terrible

    Too early to bring AI to read a script with such weird inflections and it totally does not sound natural. A pity because the content is good…

    Apple Podcasts
    1
    RSM88
    Netherlands6 months ago
  • Voice

    Really like the five minute format. But what's with Julie Morgan's voice? Sounds like AI.

    Apple Podcasts
    3
    CosmoDahling
    United Statesa year ago
  • Overall great, but...

    I like it, but try to slow down a notch and stop tossing too many numbers too fast. It makes hard to listen and digest the message.

    Apple Podcasts
    4
    Edxs
    Canadaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many critique the hosts' voices or delivery but still value the content.
Listeners praise concise, fast updates and solid market context.
Several reviews call for better audio quality or more natural narration.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#4
United States/News/Business News
Apple Podcasts
#109
United States/News
Apple Podcasts
#4
Canada/News/Business News
Apple Podcasts
#11
United Kingdom/News/Business News
Apple Podcasts
#123
Canada/News
Apple Podcasts
#7
Italy/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger)
Q: Steve, what are you looking at this morning?
We're digesting the Fed relief in rates and focusing on AI/semiconductor plays like Generac and Celestica, with Amazon-driven upside for Generac and a cautious yet optimistic view on forward revenue and backlog, suggesting select stocks could lead a rotation back to risk-on amid improving order momentum.
Wall Street Roundup: AI trade passes the baton
Q: How might macro data, like the jobs report, impact AI stock momentum and the Fed's policy stance?
A stronger jobs market supports the case for continued rate hikes, which can put pressure on equities in general, but a robust tech sector showing AI-driven benefits could offset some headwinds; investors are watching for how AI contributes to long-term growth versus short-term volatility.
Wall Street Roundup: AI trade passes the baton
Q: Why is the AI trade seen as passing the baton to other players, and what does that mean for investors?
The market is moving from the earlier AI leaders to newer names whose AI-related growth is gaining momentum, with indicators such as server demand and AI spending supporting this shift, while some of the old leaders show signs of plateauing or high valuations.
Wall Street Roundup: AI trade passes the baton
Q: What have you been looking at this week? Earnings, has that been top of mind for you?
There have been a few notable earnings reports, with Broadcom and HPE delivering better-than-expected results but signaling different AI guidance. The broader theme is a shift in leadership within the AI trade as investors seek the next breakout stock, while macro factors like jobs data and inflation continue to influence policy expectations.
Wall Street Saturday: Shorting consumer stocks with George Noble
Q: Where are you at these days?
I'm focused on energy opportunities, believe the energy patch has strong long-term potential, and I'm cautious on bonds and traditional equity exposure given yields and inflation dynamics; I also see opportunity in gold and selective energy stocks, while remaining wary of overhyped tech valuations.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Household Income
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Frequently Asked Questions About Wall Street Breakfast

What is Wall Street Breakfast about and what kind of topics does it cover?

This show delivers rapid-fire market briefs and business news, with a focus on timely equities moves, corporate headlines, and tech policy. Episodes frequently juxtapose fast-moving earnings, regulatory developments, and macro signals (like inflation, yields, and AI trends) to help listeners gauge short-term implications for portfolios. A standout trait is the concise, two-way delivery that blends hard data with quick context on how stories affect markets, making it useful for investors who want to stay informed without wading through long analyses.

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Rephonic provides a wide range of podcast stats for Wall Street Breakfast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Wall Street Breakfast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Wall Street Breakfast get?

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How many subscribers and views does Wall Street Breakfast have?

To see how many followers or subscribers Wall Street Breakfast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Wall Street Breakfast?

These podcasts share a similar audience with Wall Street Breakfast:

1. Thoughts on the Market
2. WSJ Minute Briefing
3. WSJ Your Money Briefing
4. The Markets
5. Investing Experts

How many episodes of Wall Street Breakfast are there?

Wall Street Breakfast launched 9 years ago and published 1556 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Wall Street Breakfast?

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Where can I see ratings and reviews for Wall Street Breakfast?

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What guests have appeared on Wall Street Breakfast?

Recent guests on Wall Street Breakfast include:

1. Steve Cress
2. Jensen Wong
3. David Russell
4. Samuel Toombs
5. Diane Swank
6. Clem Chambers
7. Stephen Kress
8. David Keller

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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