Wall Street Breakfast

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

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 .

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  

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.

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

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 .

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

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.

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)

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.

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)

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.

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

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.

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

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.

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.

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.

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


Episode transcripts seekingalpha.com/wsb.

Show links: 

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

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.