Wall Street Breakfast

Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11) 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/subscriptions .

Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20)  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/subscriptions .

Cavorting salesmen and a new 5K foot toy store . (0:00) Core inflation stays firm as GDP revised higher . (1:16) Amazon overtakes Walmart as the largest U.S. retailer . (2:39)      Show Notes Apple boosts price due to memory shortage Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri...

Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes . (01:19) The White House wants $87.6B . (02:21) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and more Qualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029 Brain drain: Alphabet set t...

Reddit crowd piles into fast food . (0:15) Hertz plunges after proposing stock and bond offerings . (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing . (2:11)      Show Notes World Cup boost not showing up in data 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...

Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award . (1:14) Cerebras margins overshadow OpenAI deal . (1:51)     Show Notes Micron options point to big post-earnings move Biotechs at all-time high   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

Memory makers struggle a day before Micron earnings . (0:15) Carnival shares fall on guidance . (1:37 ) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)      Show Notes Winners and losers in the yield curve 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 S...

Dan Niles warns about token minimization . (0:16) Drivers sues gas stations over alleged AI price fixing . (1:38) Domino's CEO retires . (2:26)     Show Notes SoftBank's Masayoshi Son rejects space-based data centers Google DeepMind Nobel laureate John Jumper jumps to Anthropic Episode transcripts:  seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst rating...

Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13) 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/subscriptions .

Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record (6:00) 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 Se...

Disney, Pixar hoping for classic Toy Story numbers . (0:16) Rockstar opens Grand Theft Auto VI pre-orders . (1:24) Google AI leader departs to join OpenAI . (2:31)      Show Notes Dollar hits highest level since May ‘25 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 A...

Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges  India growth. (02:18) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: INTC, RUM, SPRO and more Warsh the hawk is all talk, Pantheon says The Fed will have to raise rates later this year -- Steve Case SK Hynix ships samp...

Kevin Warsh delivers hawkish debut as Fed holds rates . (0:16) Dot plot shows rate hike in ‘26 . (0:54) Stocks slump , yields pop . (2:10) Show Notes Fed Task Force Five Statement slashed Connect the dots? Not on Warsh’s watch   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...

Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble . (01:07) FTC targets Amazon (AMZN) ads. (02:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LZB, SPCX, and more U.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - report SpaceX is buying Cursor for $60B. What exactly is Cursor? Burgers, not bonds: what...

Pizza Hut in  a $2.7B breakup . (0:15) Rackspace-AMD deal . (1:28) Walmart takes on early Prime Day . (1:50)      Show Notes GDP in gold terms at century low 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/subscriptions .

Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck . (01:18) Yum! (YUM) gives KFC a makeover . (01:57) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: SPCX, QCOM, and more AI stocks with real revenue growth: Who's leading the pack? U.S. GDP in gold terms falls to more than century low Michael Burry touts Fiserv stock after CEO exit extends...

Fox gets 100M streaming households . (0:15) Musk sees $1T revenue for SpaceX .  (1:04) Odds for Anthropic and OpenAI IPOs slip . (1:49)      Show Notes Burgers, not bonds: what Americans really search for in business news 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 Seekin...

Deal expected to be signed Friday . (0:16) Stocks rise as oil tumbles . (1:07) U.K. announces social media ban . (2:01)     Show Notes Anthropic scrambles to work with White House Does a Knicks championship mean a market top?   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...

Warsh faces credibility questions . (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models . (1:57) Show Notes World Cup of Stocks: which team is Nvidia? 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 seekingalph...

SpaceX's  historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35) 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/subscriptions .

SpaceX (SPCX), a record rocket ride ?  (00:16) Adobe's (ADBE) reward? A selloff . (02:50) Trump sees a deal . (03:57)  Episode transcripts: seekingalpha.com/wsb Show links:  Biggest stock movers Friday: Space stocks, ADBE, and more Nasdaq-100 shakeup rewards winners, ejects laggards World Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war fallout World Cup of Stocks:...

Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers: ORCL, HUMA, and more Trump reveals U.S. effort to remove 'millions of...

May core inflation rose less than expected . (0:15) Super Micro slumps as it seeks up to $7B for server capacity . (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)      Show Notes Chewy results better than feared       Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, d...

Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more BYD chairman Wang Chuanfu bets...

Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts . (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17)      Show Notes Retail investors swap meme stocks for profit stocks       Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, sto...