Wall Street Breakfast

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)

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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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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

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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.

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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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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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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.

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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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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'

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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)

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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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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

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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)

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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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