Wall Street Breakfast

NYC delivery model detour

August 12, 2026
NYC delivery model detour
A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: SMCI, CRWV, and more
'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development
Who benefits as AI data centers create a power shortage?
Oracle prepares plans for new round of layoffs this month - 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.

Read more

0 comment

Be the first to comment on this content.


The podcast:

Wall Street Breakfast is Seeking Alpha’s flagship daily podcast. In just a few minutes each morning, it delivers a concise briefing on the key financial news and market-moving events you need to know before the trading day begins. It’s the perfect, efficient start for any investor looking to get a quick edge.

Latest episodes:

How can I listen to other podcasts?

Click here to discover another podcast randomly, or here to browse our categories. Lazy? That's okay, we did some research and selected podcasts just for you.


And what is Podmust?

Podmust is a french project aiming to promote the best podcasts. You can help us by sharing this page (this also helps the podcast, by the way). Thank you! 🙏

Stay informed, the audio way.

Podmust curates what you need to listen.
Discover some of our collections: our best Music podcastsour best Sports & Recreation podcastsour best Business podcasts.

UK Edition

Well, the bad news is: we're French. But the good news is: Podmust curates the world's podcasts so you can focus on staying informed or entertained. And voilà!

© Podmust
Navigation