Wall Street Breakfast

Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:19) 

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Biggest stock movers Tuesday: BE, INTC, and more
SpaceX plans first Nvidia-powered AI satellite launches for late 2027
Micron Technology dips 6% amid semiconductor selloff
Meta eyes consumer AI agent launch in coming weeks, new AI model in October - report

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Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49)     

Show Notes
The stocks hedge funds and mutual funds both love
Burger bars booming in China

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What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY) is ‘playing games.’ (01:53)

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Biggest stock movers Monday: BABA, XPEV, and more
Trump June stock disclosure: more than 1,000 trades, big in the VIG
SA Asks: How concerned should Meta investors be about child safety lawsuits?
Iran Economic D-Day: Bessent warns of endgame; Tehran threatens Gulf oil exports

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Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33)  

Show Notes
Earnings Calendar
Dividend Roundup
 
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Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10) 

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Biggest stock movers Friday: ROST, MSTR, and more
Take the Investment News Quiz!
U.S. to end summer blend gasoline requirement early in bid to help curb pump prices
Gold could top $5,000 by next year, Morgan Stanley says
Nvidia might go Hulk mode, as Jefferies expects Q2 revenue to smash estimate by $3B

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Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00)     

Show Notes 
Universities face a SpaceX windfall conundrum

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Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40)

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Biggest stock movers Thursday: Crypto stocks, WOLF, and more
Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'
Tentative trade deal would cut Canada steel, aluminum tariffs by half - reports
Treasury's buyback expansion is not QE

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IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)

Show Notes 
Amazon drones coming to 500 more cities  

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Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06)

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Biggest stock movers Wednesday: SKHY, KEYS, LZB, and more
Iran weighs attacking U.S. military targets in Europe if Trump escalates war - report
California AG says case against Meta focuses on 'penalties and restitution,' not damages
Investors should secure a chair before the music stops, BTIG says

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Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45)

Show Notes
Wendy's bringing back COO position
Disney, ABC sue FCC, allege First Amendment violations
Companies that could see the biggest AI productivity benefits - Goldman

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