Wall Street Breakfast

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...

Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore . (00:14) Sirius XM (SIRI) to join S&P MidCap 400 ; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: APLD, QCOM, and more SpaceX set for early entry into MSCI indexes after IPO OpenAI confiden...

Intel jumps after Google and Nvidia evaluate AI chip production . (0:15) Paramount Skydance weighs asset divestitures for EU deal approval . (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi . (1:49)      Show Notes AI picks World Cup winners and dark horses Jensen juices tech stocks         Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here...

Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan. Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: NRIX, HON, and more Tech sell-off can be a buying opportunity, says Nvidia CEO...

SpaceX begins trading on the Nasdaq on Friday. Is valuation too much ? (0:17) May CPI expected to show renewed pressures as rate hike odds rise . (1:30) Oracle earnings spotlight AI cloud growth. (2:13)   Show Notes Siri to star at Apple WWDC Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings,...

Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00) 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 .

lululemon athletica's (LULU)  struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: LULU, DOCU, and more The summer box offi...

Quantinuum ushers in the commercial quantum era . (0:16) CrowdStrike falls despite raising guidance and stock split . (0:56) Job cuts rise as companies restructure for AI . (1:44)      Show Notes The stocks poised to win the World Cup Bots top human internet traffic     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qu...

Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CRWD, AVGO, and more Netflix explores voice AI, genera...