Wall Street Breakfast

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...

July CPI arrives right in line with forecasts . (0:15) CoreWeave rallies on outlook . (1:21) Domino's launches an individual pizza shaped like its famous logo . (2:13)      Show Notes Machines will go ‘full tilt’ on gold at this level     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...

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...

Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong . (1:16) 7Up gets its first major refresh in 15 years. (1:54)      Show Notes The K-shaped economy plot twist 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...

Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement . (01:10) SpaceX (SPCX) is back above water . (01:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLUG, RKLB, and more Stocks are partying, and HSBC says the good times aren't over yet Hormuz risk premium: Who wins and loses in the tanker trade Intel upsizes stock offering to $20B, pric...

GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses . (1:39) Show Notes S&P dividend yield the lowest ever (see the chart) Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock...

Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown . (01:32) Another Taylor Farms recall . (02:29) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Critical-mineral stocks and more Trump signals economic pressure over new Iran strikes as Hormuz talks stall How Israeli star...

Trade Desk top and bottom lines fall short . (0:15) Trump imposes new tariffs on polysilicon . (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive . (1:33)       Show Notes Was the SpaceX IPO the speculative peak? Traders abandon a big bitcoin move Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ra...

Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09) Episode transcripts seekingalpha.com/wsb . Show links:  4 stocks to watch on Thursday: U, MRK, DDOG, and FISV U.S. announced job cuts drop to lowest monthly level in two years Jobless claims rise less than expected in past...

JPM CEO warns unseen leverage could amplify market disruptions . (0:17) Sandisk falls after weak revenue guidance . (1:11) SpaceX stage hits the moon as millions of shares hit the market . (1:35) Show Notes Meta joins the rogue AI crowd Trump is calling Fed’s Warsh – a lot Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock...

A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) momentum . (00:10) Uber's (UBER) growth engine is humming, but its outlook hit a speed bump . (01:52) The latest twist in the AstraZeneca (AZN)-Bristol Myers (BMY) deal saga. (03:04) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: AMD, SPCX, SHOP, and more Private sector jobs g...

Shares fall as SpaceX ramps up AI and Starship spending . (0:17) AMD delivers another strong quarter but investors want faster growth . (1:28) Michael Burry warns markets could be nearing a major peak . (2:00)       Show Notes Samsung unveils next-gen AI memory Palantir short-sellers slammed     Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access...

Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement . (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and more Stocks to watch on Tuesday: CAT, SPOT, PFE & more The 60/40 portfolio is officially broken, Apollo s...

Palantir raises its full-year guidance . (0:16) Google exec: Spending laying foundation for AI’s breakthrough . (1:19) Trump says Exxon, Chevron are making too much money . (2:09)       Show Notes Missouri to vote on no income tax Hershey biopic: the couple behind the Kiss   Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stoc...

A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal . (02:20) Wall Street is split on Circle (CRCL). (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Wall Street climbs ahead of key earnings and labor data Biggest stock movers Monday: AMZN, BMY, BABA, and more Amazon rallies to all-time high as it powers past $3T market cap threshold Sign up for our daily...

Alibaba launches Qwen3.8-Max to challenge global rivals . (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger . (1:56)       Show Notes Hedge funds had a Situational Awareness Spidey sense Spiderman spins a record weekend Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and fo...

SpaceX bull case and bear case . (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15)   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, subscribe to Alpha at seekingalpha.com/subscriptions .

Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud . (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AAPL, AMZN, and more Musk calls report on Tesla China business sale 'absurdly fake news' Kospi rebounds by record 18%; Japan-South Korea interventio...

Situational Awareness fund sells public equity bets to Citadel . (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2 . (2:29)     Show Notes What’s the central bank Maradona Effect? Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, s...

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 mem...