Wall Street Breakfast

Published 2026-08-12

Inflation cools but stays stubborn

3 min

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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

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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.

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Audio Web Apple

Published 2026-08-12

NYC delivery model detour

5 min

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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)

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Biggest stock movers Wednesday: SMCI, CRWV, and more
'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development
Who benefits as AI data centers create a power shortage?
Oracle prepares plans for new round of layoffs this month - report

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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)

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Biggest stock movers Wednesday: SMCI, CRWV, and more
'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development
Who benefits as AI data centers create a power shortage?
Oracle prepares plans for new round of layoffs this month - report

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Audio Web Apple

Published 2026-08-11

The AI watermark you can't erase

3 min

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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

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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

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Audio Web Apple

Published 2026-08-11

Riot’s $9.1B AI mystery

4 min

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Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)

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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, prices at $95

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Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)

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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, prices at $95

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Audio Web Apple

Published 2026-08-10

GameStop rethinks eBay takeover

3 min

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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)

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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)

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Audio Web Apple

Published 2026-08-10

Burry turns on Berkshire

5 min

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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)

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Biggest stock movers Monday: Critical-mineral stocks and more
Trump signals economic pressure over new Iran strikes as Hormuz talks stall
How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report
TSMC monthly sales jump 45% as AI chip demand stays strong

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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)

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Biggest stock movers Monday: Critical-mineral stocks and more
Trump signals economic pressure over new Iran strikes as Hormuz talks stall
How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report
TSMC monthly sales jump 45% as AI chip demand stays strong

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Audio Web Apple

Published 2026-08-07

Trade Desk slammed after earnings miss

3 min

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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

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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

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Audio Web Apple

Published 2026-08-06

Show-Me state says no

4 min

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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)

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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 week

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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)

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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 week

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Audio Web Apple

Published 2026-08-06

Jamie Dimon warns on hidden leverage

3 min

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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

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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

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Audio Web Apple

Published 2026-08-05

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)

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Biggest stock movers Wednesday: AMD, SPCX, SHOP, and more
Private sector jobs growth slows more than expected in July: ADP jobs report
Shopify skyrockets after posting +30% revenue and GMV growth
Chipotle shares tumble after Minnesota links jalapeños to salmonella outbreak

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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.

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Biggest stock movers Wednesday: AMD, SPCX, SHOP, and more
Private sector jobs growth slows more than expected in July: ADP jobs report
Shopify skyrockets after posting +30% revenue and GMV growth
Chipotle shares tumble after Minnesota links jalapeños to salmonella outbreak

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Audio Web Apple

Published 2026-08-05

SpaceX spending spree rattles investors

3 min

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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

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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

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Audio Web Apple

Published 2026-08-04

Ban talk lifts networking names

5 min

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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.

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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 says

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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.

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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 says

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Audio Web Apple

Published 2026-08-04

Palantir lifts outlook after AI surge

3 min

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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

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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

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Audio Web Apple

Published 2026-08-03

Peloton's costly detour

4 min

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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)

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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

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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.

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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

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Audio Web Apple

Published 2026-08-03

Alibaba unveils flagship AI model

3 min

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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

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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

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Audio Web Apple

Published 2026-08-02

SpaceX earnings take center stage

3 min

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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

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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

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Audio Web Apple

Published 2026-07-31

Reddit beat fails to trend

5 min

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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)

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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 intervention lifts yen and won
Microsoft's earnings-fueled rally lifts shares above 200-day moving average
Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase

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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.

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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 intervention lifts yen and won
Microsoft's earnings-fueled rally lifts shares above 200-day moving average
Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase

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Audio Web Apple

Published 2026-07-30

High-flying AI fund forced to dump stocks

4 min

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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?

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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.

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Audio Web Apple

Published 2026-07-30

Jersey Mike’s prices at $23

5 min

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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)

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Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters

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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.

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Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters

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Audio Web Apple

Published 2026-07-29

Fed holds rates and markets ain't happy

3 min

View

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

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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

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Audio Web Apple

Published 2026-07-29

Meta, Microsoft earnings test

4 min

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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)

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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 stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters

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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 stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters

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Audio Web Apple

Published 2026-07-28

Amazon revamps AI strategy

3 min

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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?

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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?

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Audio Web Apple

Published 2026-07-28

Chips drag Korea lower

4 min

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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)

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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
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China

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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
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China

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Audio Web Apple

Published 2026-07-27

OpenAI agent went rogue for days

4 min

View

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

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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.

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Published 2026-07-27

A fine mess for Waymo

4 min

View

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.

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Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT

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More description

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 ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT

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Published 2026-07-24

Intel flexes on Q2 beat

4 min

View

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.

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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 startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/

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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 startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/

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Published 2026-07-23

ServiceNow's answer to rogue AI

4 min

View

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.

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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 cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around

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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 cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around

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Published 2026-07-22

Super Micro heats up

5 min

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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.

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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 capability evaluation
What will Tesla say during their next earnings call? – Kalshi

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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.

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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 capability evaluation
What will Tesla say during their next earnings call? – Kalshi

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Published 2026-07-21

Nebius gets NVDA lift

4 min

View

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.

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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 five months of war - why?
TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei

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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 five months of war - why?
TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei

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Published 2026-07-20

FDA's lettuce u-turn

4 min

View

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.

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Biggest stock movers Monday: BABA, FRVO, and more
Alibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5
Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices
SA Asks: Are memory chipmakers building too much capacity?

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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 global rivals, chasing Anthropic’s Fable 5
Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices
SA Asks: Are memory chipmakers building too much capacity?

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Published 2026-07-19

Tesla reports as earnings season revs up

3 min

View

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.

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More description

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.

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Published 2026-07-17

Starship stall weighs on SpaceX

4 min

View

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.

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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 license revocation
Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains

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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 license revocation
Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains

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Published 2026-07-16

TSMC chips in $100B more

4 min

View

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 considers high-stakes military escalation in Iran - report
SA Asks: Should Disney get out of the streaming business?
SpaceX short sellers notch $3.8B in mark-to-market gains

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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 considers high-stakes military escalation in Iran - report
SA Asks: Should Disney get out of the streaming business?
SpaceX short sellers notch $3.8B in mark-to-market gains

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Published 2026-07-15

Dan Ives launches merchant bank

4 min

View

Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)

Show Notes
Money managers say this is the most crowded trade

Episode transcripts seekingalpha.com/wsb.

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More description

Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)

Show Notes
Money managers say this is the most crowded trade

Episode transcripts seekingalpha.com/wsb.

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Published 2026-07-15

Stripe checks out PayPal

4 min

View

Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: PYPL, PNR, and more
History smiles on S&P 500 after CPI signal, Jason Goepfert says
Goldman Sachs raises $10B in high-grade bond sale - report
Trump to headline defense summit in Pennsylvania

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Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Wednesday: PYPL, PNR, and more
History smiles on S&P 500 after CPI signal, Jason Goepfert says
Goldman Sachs raises $10B in high-grade bond sale - report
Trump to headline defense summit in Pennsylvania

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Published 2026-07-14

Big banks fall despite upbeat earnings

4 min

View

Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45)

Show Notes
Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue
Wonder: The 'Amazon of food' races toward an IPO
Retail investors are selling winners and hunting for the next opportunity

Episode transcripts: seekingalpha.com/wsb

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Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45)

Show Notes
Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue
Wonder: The 'Amazon of food' races toward an IPO
Retail investors are selling winners and hunting for the next opportunity

Episode transcripts: seekingalpha.com/wsb

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Published 2026-07-14

Saronic hits the front line

4 min

View

A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Tuesday: TSEM, ERIC, and more
Samsung explores potential U.S. ADR listing
Tariff refunds push U.S. June budget deficit to $120B
AstraZeneca inks $1.5B license deal for lung cancer drug

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A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Tuesday: TSEM, ERIC, and more
Samsung explores potential U.S. ADR listing
Tariff refunds push U.S. June budget deficit to $120B
AstraZeneca inks $1.5B license deal for lung cancer drug

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Published 2026-07-13

Trump says U.S. will run Hormuz for 20% fee

3 min

View

Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)

Show Notes
SpaceX 'built to separate retail investors from their money'

Episode transcripts seekingalpha.com/wsb.

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More description

Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)

Show Notes
SpaceX 'built to separate retail investors from their money'

Episode transcripts seekingalpha.com/wsb.

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Published 2026-07-13

Apple alleges AI heist

5 min

View

Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32) Wall Street is craving CAKE. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Monday: chip stocks and more
SK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profits
SpaceX sheds 35% from post-IPO peak one month after record debut
Which companies reporting earnings this week show the strongest bullish signals?

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Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32) Wall Street is craving CAKE. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Monday: chip stocks and more
SK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profits
SpaceX sheds 35% from post-IPO peak one month after record debut
Which companies reporting earnings this week show the strongest bullish signals?

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Published 2026-07-12

Earnings, inflation take center stage

4 min

View

Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)

Show Notes
U.S. strikes Iran; Iran strikes Gulf countries
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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More description

Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)

Show Notes
U.S. strikes Iran; Iran strikes Gulf countries
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Published 2026-07-10

Wall Street Roundup: carving up the AI trade

10 min

View

Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)

Show Notes:
We're In (The Early Stages Of) A Bubble
Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review)

Episode transcripts: seekingalpha.com/wsb

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More description

Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)

Show Notes:
We're In (The Early Stages Of) A Bubble
Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review)

Episode transcripts: seekingalpha.com/wsb

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Published 2026-07-10

SK Hynix lands record U.S. debut

3 min

View

Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)

Show Notes
Golden cross for Financials
Polymarket wants margin trading

Episode transcripts: seekingalpha.com/wsb

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More description

Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)

Show Notes
Golden cross for Financials
Polymarket wants margin trading

Episode transcripts: seekingalpha.com/wsb

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Published 2026-07-09

Levi's frayed forecast

4 min

View

Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Thursday: AZN, AP, and more
SK Hynix US listing said to be over seven times oversubscribed
Multistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFN
Judge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings'

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More description

Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Thursday: AZN, AP, and more
SK Hynix US listing said to be over seven times oversubscribed
Multistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFN
Judge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings'

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Published 2026-07-08

Oil futures surge on strikes

5 min

View

U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Wednesday: FCEL, BABA, and more
Prediction markets see Nasdaq-100 rally cooling after AI surge
South Korea's KOSPI enters bear market as AI selloff deepens
Exxon Mobil signals higher Q2 earnings in boost from oil prices

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U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Wednesday: FCEL, BABA, and more
Prediction markets see Nasdaq-100 rally cooling after AI surge
South Korea's KOSPI enters bear market as AI selloff deepens
Exxon Mobil signals higher Q2 earnings in boost from oil prices

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Published 2026-07-07

We are in a bubble

5 min

View

Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble

Show Notes:
How Much Further Will Gold And Silver Run?
aNewFN

Transcripts: seekingalpha.com/wsb

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Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble

Show Notes:
How Much Further Will Gold And Silver Run?
aNewFN

Transcripts: seekingalpha.com/wsb

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Published 2026-07-07

Walmart turns up discounts

4 min

View

Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Tuesday: CRNX, RIVN, and more
Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer
SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs
Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley
An AI star is born

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Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)

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Biggest stock movers Tuesday: CRNX, RIVN, and more
Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer
SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs
Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley
An AI star is born

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Published 2026-07-06

Wall Street’s bulls, few bears

5 min

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Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)

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Biggest stock movers Monday: Crypto stocks, TSLA, and more
Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
OPEC+ approves another output increase as Hormuz reopening boosts supply outlook

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.

More description

Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Monday: Crypto stocks, TSLA, and more
Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
OPEC+ approves another output increase as Hormuz reopening boosts supply outlook

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Audio Web Apple

Published 2026-07-05

Big catalyst week for SpaceX

4 min

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SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)

Show Notes
Tesla limits employee AI use

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.

More description

SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)

Show Notes
Tesla limits employee AI use

Episode transcripts seekingalpha.com/wsb.

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Published 2026-07-02

June job growth falters

3 min

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Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)

Show Notes
Dan Ives exits Wedbush

Episode transcripts seekingalpha.com/wsb.

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More description

Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)

Show Notes
Dan Ives exits Wedbush

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 .

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Audio Web Apple

Published 2026-07-02