Wall Street Breakfast

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...

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...