Wall Street Breakfast

Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)

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Biggest stock movers Wednesday: GME, MRVL, and more
Google just said it plans to spend $80B more on AI. Which companies might benefit?
GameStop rallies after record Q1 operating income tally, new $2B buyback program
Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build

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Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)     

Show Notes
William Blair updates its Conviction List  

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Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)
  
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Biggest stock movers Tuesday: HPE, MCHP, and more
Microsoft Build: What to expect
Damaged Blue Origin pad may not be restored until 2028, NASA official says
McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A
OpenAI sued by Florida over alleged AI harm

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Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)  

Show Notes
Record IPO year at hand

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Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) 

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Biggest stock movers Monday: TMHC, NVDA, and more

At a glance: stocks gapping down premarket
At a glance: stocks gapping up premarket
SoftBank dethrones Toyota as Japan's most valuable company
Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops
Trump says Iran 'really wants to make a deal' as peace talks enter new month

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Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58)

Show Notes
Earnings Calendar
Dividend Roundup

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Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14)  Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03)  Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45) 

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Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more
Exxon, Chevron heads warn of higher oil prices amid falling inventories
FAA says premium airline seats are causing certification delays
Anthropic surpasses OpenAI as most valuable AI startup after raising $65B

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U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)     

Show Notes
Best Buy soars

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Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)

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Biggest stock movers Thursday: UMAC, SNOW, crypto, and more
Associated Press plans to provide OpenAI with its US election results
Trump files new $10B lawsuit against Wall Street Journal publisher
Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses

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AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45)     

Show Notes
The physical economy muscles its way into the rally

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