Wall Street Breakfast

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...

Fed holds , but three voters dissent . (0:16) Warsh says markets are ‘ playing the ball .’ (1:43) Long-term yields soar . (2:20)     Show Notes Stocks tumble on inflation worries 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 seekingalpha.com/subscri...

Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings . (01:17) Amazon's (AMZN) grocery push is working. (02:31) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: F, CAR, and more Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz Current stock market is in the early sta...

Amazon shifts to frontier model initiative . (0:14) PayPal’s buyout bargaining chip . (1:35) Apple tops a $5 trillion market value . (1:56)      Show Notes Should SpaceX pay $480/share for Tesla? 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...

Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday . (01:08) Cracker Barrel (CBRL) hits reset —again. (02:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: APLD, CLS, and more FAA calls for Boeing 737 MAX inspection over incorrectly installed seats BuzzFeed jumps on plan to cut a third of workforce Taiw...

The agent broke out of its testing environment for a hacking spree . (0:15) Rocket Lab wins its largest-ever launch contract . (2:04) Durable goods orders rise , helped by AI. (2:13)      Show Notes Warner accuses Amazon of poaching employees Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades...

Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: AVGO, FBRX, oil companies, and more BofA sees August setting up as tough for stocks; dollar, gold favored Michael Burry ram...

Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one . (02:22) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: INTC, SAP, and more Investment News Quiz - Friday, Jul. 24 Tesla's earnings slump leaves short sellers with over $9B in paper gains this year Stripe in talks to acquire AI...

ServiceNow (NOW) says it has the answer to rogue AI . (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSLA, GOOG, NOW, and more Taco Bell leans on $1 enchirito to reverse tainted lettuce slump Alphabet's AI spending pushes free c...

Super Micro (SMCI) rockets higher . (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SMCI, DYN, OKLO, and more SpaceX faces massive share unlocks as investors brace for insider selling OpenAI models inadvertently hack Hugging Face system during cyber capa...

Nvidia's (NVDA) Nebius (NBIS) position . (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet . (01:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NBIS, ZION, and more Snap reaches settlement in social media addiction lawsuit -- report Crude oil prices haven't climbed as much as some expected in fi...

The FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: BABA, FRVO, and more Alibaba stock rockets as new Qwen model threatens glo...

Focus will move beyond autos to AI . (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24)   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 .

SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: NFLX, SPCX, and more PayPal board views $53B Stripe-Advent takeover bid as inadequate - Reuters Trump slams ABC, NBC for skipping live speech, calls for...

TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea . (02:13) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSM, EOSE, ASTS, and more Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates Trump consi...