Wall Street Breakfast

Oil jumps, futures fall : Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17 billion deal. (01:49) 5 Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Energy stocks and more BOE chief warns G20 of AI threats to financial sta...

August’s jobs report could cement a September rate hike . (0:17) Broadcom earnings give another look at the AI spending . (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56) Show Notes Cybercab unveil this week Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores...

Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button . (00:15) Anthropic scores a courtroom win . (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: PYPL, MRVL, and more U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios What will Warsh s...

White House mulling a new round of tariffs on semis . (0:14) Okta rallies after earnings . (1:03) Jobless claims dip ahead of Warsh at Jackson Hole . (2:16)      Show Notes  “Grand Theft Auto 6” preview debuts on Netflix 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...

Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring . (01:47) Wendy's (WEN) rally faces a reality check . (02:43)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: NVDA, OKTA, and more What is Hugging Face? Russia prepares Ukraine escalation as talks collapse - report U.S. cracks down...

Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky . (1:38) Abercrombie soars nearly 40% . (2:58)      Show Notes  The big cost of seeing every NFL game 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 seeking...

Target’s (TGT) latest controversy . (00:14) SpaceX (SPCX) is planning a massive new Starship complex . (01:14) Walmart (WMT) is embracing contactless payments. (02:22) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SYRE, INTU, SAP and more Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report DICK'S Sporting Goods plunges 31% after e...

OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges . (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27).    Show Notes United Airlines announces new international routes Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high . (01:34) Another Cybertruck (TSLA) price hike is here. (02:19)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: BE, INTC, and more SpaceX plans first Nvidia-powered AI satellite launches for late 2027 Micron Technology di...

Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's . (1:21) Archer adds downtown LA to planned air-taxi network. (1:49)      Show Notes The stocks hedge funds and mutual funds both love Burger bars booming in China Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score...

What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘ playing games .’ (01:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: BABA, XPEV, and more Trump June stock disclosure: more than 1,000 trades, big in the VIG SA Asks: How concerned should Meta investors be...

Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir . (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33)   Show Notes Earnings Calendar Dividend Roundup   Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, sub...

Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life . (01:29) Starbucks (SBUX) trims deeper . (02:10)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: ROST, MSTR, and more Take the Investment News Quiz! U.S. to end summer blend gasoline requirement early in bid to help curb pump prices Gold cou...

Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth . (1:24) Treasury yields rebound on Philly Fed . (2:00)      Show Notes  Universities face a SpaceX windfall conundrum 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...

Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze . (01:35) The next AirPods (AAPL) could see the world around you. (02:40) Episode transcripts  seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: Crypto stocks, WOLF, and more Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'...

IBM moves toward fault-tolerant quantum computing . (0:15) Target tops expectations . (1:04) Treasury expands bond buybacks to fight yield surge. (1:51) Show Notes  Amazon drones coming to 500 more cities   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...

Canadian tariffs delayed , Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback . (02:06) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SKHY, KEYS, LZB, and more Iran weighs attacking U.S. military targets in Europe if Trump escalates war - report California AG says case against Meta focuses...

Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45) Show Notes Wendy's bringing back COO position Disney, ABC sue FCC, allege First Amendment violations Companies that could see the biggest AI productivity be...

The 30-year Treasury yield hits 2007 levels . (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI . (1:49)     Show Notes Nike hits 12-year low, is a buy signal flashing? Trump approval hits term low Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divide...

McDonald's adds energy drinks for first time . (0:15) L3Harris CEO steps down over conduct . (1:01) Big Tech has $3T in off-balance-sheet commitments . (1:29)      Show Notes Rebel Brands ice cream goes bankrupt Ferrari auctions for record $40M Space is now institutional asset Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, s...

Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract . (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout . (01:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: DSX, HIVE, and more Stripe is said to agree to buy OpenRouter for more than $7B Trump orders reduction in U.S.-South Korea military exercises Alphabe...

Walmart, Target, Home Depot offer fresh reads on spending . (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B . (1:56)   Show Notes Jane Street loses $15B in AI fund Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divi...

Reddit (RDDT) scores an S&P 500 spot . (00:13) The Nintendo (NTDOY)Switch 2 has a new star . (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMAT, NU, and more U.S. to ramp up economic isolation of Iran, eyes indefinite naval blockade Goldman Sachs lines up investo...

Trump's push to split MMR vaccine could take years . (0:15) July wholesale inflation comes in cooler than expected . (1:02) IBM teams with OpenAI on enterprise . (1:29)      Show Notes If you stream it, they will view This stock is ‘what a boom top looks like’ – Michael Burry   Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings,...

Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance . (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units . (2:07)     Show Notes Korean stocks are back in a bull market Legendary corporate raider bid for Caesars Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here...