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Episodes from Wall Street Breakfast
SK Hynix reportedly eyes U.S. memory play
SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: INTC, VOD, and moreMeta’s Mark…
Trump says AI takeover is a hoax
A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57) Show NotesA history of good and bad tech predictionsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full…
Alarm bells on Wall Street
One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59) Episode transcripts seekingalpha.com/wsb.Show links:…
Tesla Roadster could finally take flight
Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06) Show NotesGoldman update long duration basketEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and…
Oil's new chokepoint
Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: AI, chip stocks, and moreElon…
Fed faces a rate hike reckoning
The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17) Show NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full…
Oracle's growth spell
Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: ORCL, ACVA, and moreSpaceX signs $1 billion-a-month AI hosting dealDeepSeek…
Treasury yields hit Financial Crisis highs
PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58) Show NotesThis retro name is the fastest growing soft drinkEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter…
Trump's ballot box bonus plan
A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: AVAV, AEO, and moreFDA investigates salmonella outbreak linked to…
Anthropic researcher warns AI could kill us all
Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20) Show Notes NASA wants ideas for moon livingEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and…
Chime finds its Stride
Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) Episode transcripts seekingalpha.com/wsb.Show links: Apple launch event: CEO Ternus' first big…
Nvidia CEO says AGI has arrived
Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19) Show NotesMemory stocks breaking out, Goldman saysEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter…