Wall Street Breakfast

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
 
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.

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'

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.

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

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.

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

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.

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

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.

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

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.

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.

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 .

Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: FIZZ, CANF, and more
Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring
Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report
Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June

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.

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)

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 .