Wall Street Breakfast

The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49)    

Show Notes
Nike hits 12-year low, is a buy signal flashing?
Trump approval hits term low

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McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29)     

Show Notes
Rebel Brands ice cream goes bankrupt
Ferrari auctions for record $40M
Space is now institutional asset

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Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: DSX, HIVE, and more
Stripe is said to agree to buy OpenRouter for more than $7B
Trump orders reduction in U.S.-South Korea military exercises
Alphabet leads institutional holders in SpaceX post-IPO with $94B stake

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Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56)  

Show Notes
Jane Street loses $15B in AI fund
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: AMAT, NU, and more
U.S. to ramp up economic isolation of Iran, eyes indefinite naval blockade
Goldman Sachs lines up investors for Nvidia’s $500B AI funding plan - report
Ford to move production of some Lincoln models from China to US: Reuters

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Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29)     

Show Notes
If you stream it, they will view
This stock is ‘what a boom top looks like’ – Michael Burry  

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Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units. (2:07)    

Show Notes
Korean stocks are back in a bull market
Legendary corporate raider bid for Caesars

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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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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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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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