Wall Street Breakfast

Published 2026-07-01

Meta eyes AI cloud business

3 min

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Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)     

Show Notes
William Blair Conviction List
AOL public again (sorta)

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Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)     

Show Notes
William Blair Conviction List
AOL public again (sorta)

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Audio Web Apple

Published 2026-07-01

Peak power problems

4 min

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Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)

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Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?

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Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)

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Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?

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Audio Web Apple

Published 2026-06-30

Buffett delays Gates Foundation gift

3 min

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Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)     

Show Notes
The AI pendulum has swung too far

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Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)     

Show Notes
The AI pendulum has swung too far

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Audio Web Apple

Published 2026-06-30

iPhone 18 secrets surface

4 min

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Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)

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Biggest stock movers Tuesday: ABVX, AVAV, and more
Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'
Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit
U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns

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Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)

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Biggest stock movers Tuesday: ABVX, AVAV, and more
Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'
Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit
U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns

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Audio Web Apple

Published 2026-06-29

Comcast to split with NBC spinoff

3 min

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NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)     

Show Notes
The biggest contributors to S&P earnings growth

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NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)     

Show Notes
The biggest contributors to S&P earnings growth

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Audio Web Apple

Published 2026-06-29

South Korea chips in big

5 min

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South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58) 

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Biggest stock movers Monday: GME, BTI, and more
Dutch World Cup fans discover America’s biggest attraction: Its suburbs
DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ
Bank of America sees summer stock market pullback before possible year-end rally

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South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58) 

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Biggest stock movers Monday: GME, BTI, and more
Dutch World Cup fans discover America’s biggest attraction: Its suburbs
DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ
Bank of America sees summer stock market pullback before possible year-end rally

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Audio Web Apple

Published 2026-06-28

Jobs report headlines holiday week

3 min

View

June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)  

Show Notes
Earnings Calendar
Dividend Roundup

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More description

June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)  

Show Notes
Earnings Calendar
Dividend Roundup

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Audio Web Apple

Published 2026-06-26

Wall Street Roundup: What isn't priced in?

8 min

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

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

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Audio Web Apple

Published 2026-06-26

Will tech stocks rebound?

5 min

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

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

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Audio Web Apple

Published 2026-06-25

Nordstrom, FAO Schwarz team up on toys

3 min

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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

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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

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Audio Web Apple

Published 2026-06-25

Memory lane runs higher

4 min

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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)

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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 to lose two more AI researchers, report says
JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks

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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.

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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 to lose two more AI researchers, report says
JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks

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Audio Web Apple

Published 2026-06-24

Wendy's, Jack in the Box get meme stock love

3 min

View

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

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More description

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

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Audio Web Apple

Published 2026-06-24

Alphabet joins the Dow

3 min

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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  

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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  

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Audio Web Apple

Published 2026-06-23

Chip stocks face AI selloff

3 min

View

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

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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

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Audio Web Apple

Published 2026-06-23

AI trade hits a speed bump

3 min

View

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

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More description

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

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Audio Web Apple

Published 2026-06-22

U.S. authorizes Iranian oil sales

6 min

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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)

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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)

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Audio Web Apple

Published 2026-06-22

Negotiations in doubt

7 min

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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)

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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)

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Audio Web Apple

Published 2026-06-18

Toy Story 5 targets blockbuster debut

3 min

View

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

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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

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Audio Web Apple

Published 2026-06-18

Futures find peace

4 min

View

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)

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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 samples of next-gen AI memory chips to major customers

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More description

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 samples of next-gen AI memory chips to major customers

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Audio Web Apple

Published 2026-06-17

Stocks sink after meeting Warsh the hawk

3 min

View

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 

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More description

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.

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Audio Web Apple

Published 2026-06-17

Netflix dims lion hopes

4 min

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Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)


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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 Americans really search for in business news

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Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)


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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 Americans really search for in business news

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Audio Web Apple

Published 2026-06-16

Yum! boxes up Pizza Hut to go

3 min

View

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

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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

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Audio Web Apple

Published 2026-06-16

Qualcomm builds an AI wardrobe

4 min

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Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)

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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 slump

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Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)

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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 slump

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Audio Web Apple

Published 2026-06-15

Fox buys Roku in $22B deal

3 min

View

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

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More description

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

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Audio Web Apple

Published 2026-06-15

U.S.-Iran peace deal agreed

3 min

View

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?  

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More description

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?  

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Audio Web Apple

Published 2026-06-14

Fed week's hawkish test

4 min

View

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

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More description

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

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Audio Web Apple

Published 2026-06-12

Wall Street Roundup: Trillion dollar baby

11 min

View

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

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

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Published 2026-06-12

SpaceX enters public orbit

6 min

View

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

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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: Which team is Nvidia?
Market Shifts From Risk On To Risk Off
3 Growth & Income Stocks To Buy + Steve Answers Your Questions

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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: Which team is Nvidia?
Market Shifts From Risk On To Risk Off
3 Growth & Income Stocks To Buy + Steve Answers Your Questions

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Published 2026-06-11

No reward for Oracle's beat

4 min

View

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.

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Biggest stock movers: ORCL, HUMA, and more
Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil
Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns
Palantir CEO warns AI firms are 'upsetting enterprise clients' now

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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 barrels' of Iranian oil
Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns
Palantir CEO warns AI firms are 'upsetting enterprise clients' now

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Published 2026-06-10

CPI eases rate fears

2 min

View

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.

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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.

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Published 2026-06-10

Iran strikes hit futures

4 min

View

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.

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Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more
BYD chairman Wang Chuanfu bets on global No. 1 auto spot in five years
SpaceX IPO demand is approaching four times oversubscribed: Reuters
OpenAI eyes massive $500B Ohio data center campus leased with Nvidia backing: report
Take the survey: Where do you stand on the SpaceX IPO?

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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.

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Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more
BYD chairman Wang Chuanfu bets on global No. 1 auto spot in five years
SpaceX IPO demand is approaching four times oversubscribed: Reuters
OpenAI eyes massive $500B Ohio data center campus leased with Nvidia backing: report
Take the survey: Where do you stand on the SpaceX IPO?

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Published 2026-06-09

AI job fears ease

3 min

View

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.

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More description

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.

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Published 2026-06-09

Siri’s next act

4 min

View

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 confidentially files draft IPO to SEC one week after Anthropic
Think this rally felt unusually fast? You're right
Take the survey: Where do you stand on the SpaceX IPO?

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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 confidentially files draft IPO to SEC one week after Anthropic
Think this rally felt unusually fast? You're right
Take the survey: Where do you stand on the SpaceX IPO?

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Published 2026-06-08

Intel and chips lead Nasdaq rebound

3 min

View

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.

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More description

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.

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Audio Web Apple

Published 2026-06-08

Pfizer chases monthly edge

4 min

View

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 Jensen Huang
Strait of Hormuz to remain open but with transit fees, Iran envoy to Moscow quoted
AI World Cup predictions: the machines love France

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More description

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 Jensen Huang
Strait of Hormuz to remain open but with transit fees, Iran envoy to Moscow quoted
AI World Cup predictions: the machines love France

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Published 2026-06-07

SpaceX IPO tests $1.8T valuation

3 min

View

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.

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More description

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.

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Published 2026-06-05

Wall Street Roundup: AI trade passes the baton

8 min

View

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

Transcripts: seekingalpha.com/wsb

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

Transcripts: seekingalpha.com/wsb

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Published 2026-06-05

LULU's discount dilemma

5 min

View

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 office blitz is starting to heat up
CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand
Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says

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More description

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 office blitz is starting to heat up
CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand
Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says

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Audio Web Apple

Published 2026-06-04

Quantinuum IPO pops on Nasdaq debut

3 min

View

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 quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

More description

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 quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Audio Web Apple

Published 2026-06-04

Broadcom beat not enough

5 min

View

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.

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Biggest stock movers Thursday: CRWD, AVGO, and more
Netflix explores voice AI, generative tech to cure 'content overload' frustration
U.S. House of Representatives vote to restrict Trump's military actions in Iran
Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead

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More description

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, generative tech to cure 'content overload' frustration
U.S. House of Representatives vote to restrict Trump's military actions in Iran
Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead

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Published 2026-06-03

SpaceX targets record IPO

3 min

View

SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)     

Show Notes
Ford issues ‘do not drive’ advisory    

Episode transcripts seekingalpha.com/wsb.

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More description

SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)     

Show Notes
Ford issues ‘do not drive’ advisory    

Episode transcripts seekingalpha.com/wsb.

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Published 2026-06-03

Bitcoin's great withdrawal

5 min

View

Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: GME, MRVL, and more
Google just said it plans to spend $80B more on AI. Which companies might benefit?
GameStop rallies after record Q1 operating income tally, new $2B buyback program
Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build

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More description

Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: GME, MRVL, and more
Google just said it plans to spend $80B more on AI. Which companies might benefit?
GameStop rallies after record Q1 operating income tally, new $2B buyback program
Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build

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Published 2026-06-02

Huang sees Marvell's trillion-dollar path

3 min

View

Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)     

Show Notes
William Blair updates its Conviction List  

Episode transcripts seekingalpha.com/wsb.

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More description

Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)     

Show Notes
William Blair updates its Conviction List  

Episode transcripts seekingalpha.com/wsb.

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Published 2026-06-02

Alphabet Wants $80B

4 min

View

Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)
  
Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: HPE, MCHP, and more
Microsoft Build: What to expect
Damaged Blue Origin pad may not be restored until 2028, NASA official says
McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A
OpenAI sued by Florida over alleged AI harm

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Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)
  
Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: HPE, MCHP, and more
Microsoft Build: What to expect
Damaged Blue Origin pad may not be restored until 2028, NASA official says
McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A
OpenAI sued by Florida over alleged AI harm

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Published 2026-06-01

Nvidia expands its AI ambitions

3 min

View

Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)  

Show Notes
Record IPO year at hand

Episode transcripts seekingalpha.com/wsb.

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More description

Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)  

Show Notes
Record IPO year at hand

Episode transcripts seekingalpha.com/wsb.

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Published 2026-06-01

Berkshire builds on Taylor Morrison

5 min

View

Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) 

Episode transcripts seekingalpha.com/wsb.

Show links: 


Biggest stock movers Monday: TMHC, NVDA, and more

At a glance: stocks gapping down premarket
At a glance: stocks gapping up premarket
SoftBank dethrones Toyota as Japan's most valuable company
Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops
Trump says Iran 'really wants to make a deal' as peace talks enter new month

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More description

Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) 

Episode transcripts seekingalpha.com/wsb.

Show links: 


Biggest stock movers Monday: TMHC, NVDA, and more

At a glance: stocks gapping down premarket
At a glance: stocks gapping up premarket
SoftBank dethrones Toyota as Japan's most valuable company
Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops
Trump says Iran 'really wants to make a deal' as peace talks enter new month

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Published 2026-05-31

Quantinuum IPO and Broadcom earnings headline week

3 min

View

Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58)

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.

More description

Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58)

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.

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Published 2026-05-29

New Glenn ignites concern

4 min

View

Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14)  Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03)  Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more
Exxon, Chevron heads warn of higher oil prices amid falling inventories
FAA says premium airline seats are causing certification delays
Anthropic surpasses OpenAI as most valuable AI startup after raising $65B

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More description

Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14)  Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03)  Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more
Exxon, Chevron heads warn of higher oil prices amid falling inventories
FAA says premium airline seats are causing certification delays
Anthropic surpasses OpenAI as most valuable AI startup after raising $65B

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Published 2026-05-28

GDP revised down with inflation elevated

3 min

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U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)     

Show Notes
Best Buy soars

Episode transcripts seekingalpha.com/wsb.

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More description

U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)     

Show Notes
Best Buy soars

Episode transcripts seekingalpha.com/wsb.

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Published 2026-05-28

Snowflake turns up the heat

4 min

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Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: UMAC, SNOW, crypto, and more
Associated Press plans to provide OpenAI with its US election results
Trump files new $10B lawsuit against Wall Street Journal publisher
Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses

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

Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: UMAC, SNOW, crypto, and more
Associated Press plans to provide OpenAI with its US election results
Trump files new $10B lawsuit against Wall Street Journal publisher
Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses

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.

Extract Knowledge

Listen elsewhere

Audio Web Apple