Wall Street Breakfast

Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)     

Show Notes GDP in gold terms at century low

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Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)

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Biggest stock movers Tuesday: SPCX, QCOM, and more
AI stocks with real revenue growth: Who's leading the pack?
U.S. GDP in gold terms falls to more than century low
Michael Burry touts Fiserv stock after CEO exit extends slump

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Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX.  (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)     

Show Notes
Burgers, not bonds: what Americans really search for in business news

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Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)    

Show Notes
Anthropic scrambles to work with White House
Does a Knicks championship mean a market top?  

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Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)

Show Notes
World Cup of Stocks: which team is Nvidia?
Earnings Calendar
Dividend Roundup

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SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)

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SpaceX (SPCX), a record rocket ride?  (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57) 

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Biggest stock movers Friday: Space stocks, ADBE, and more
Nasdaq-100 shakeup rewards winners, ejects laggards
World Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war fallout
World Cup of Stocks: Which team is Nvidia?
Market Shifts From Risk On To Risk Off
3 Growth & Income Stocks To Buy + Steve Answers Your Questions

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Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08)

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Biggest stock movers: ORCL, HUMA, and more
Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil
Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns
Palantir CEO warns AI firms are 'upsetting enterprise clients' now

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May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)     

Show Notes
Chewy results better than feared      

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Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25)

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Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more
BYD chairman Wang Chuanfu bets on global No. 1 auto spot in five years
SpaceX IPO demand is approaching four times oversubscribed: Reuters
OpenAI eyes massive $500B Ohio data center campus leased with Nvidia backing: report
Take the survey: Where do you stand on the SpaceX IPO?

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