Wall Street Breakfast

Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39)     

Show Notes
Dan Ives’ top tech stocks for 2027
Webull’s reported China government ties

Episode transcripts seekingalpha.com/wsb.

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Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ZIM, STZ, and more

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SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)  

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: FRSH, OPCH, CEG and more
Google nears billion-dollar deal for nuclear power from Constellation - Bloomberg

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Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: PTC, QCOM, and more
Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO says

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The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)

Episode transcripts: seekingalpha.com/wsb

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Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) 

Episode transcripts: seekingalpha.com/wsb

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Biggest stock movers Friday: NKE, SYNA, and more
SpaceX launches Crew-13 mission to International Space Station

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Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55)

Episode transcripts: seekingalpha.com/wsb

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Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) 

Episode transcripts: seekingalpha.com/wsb

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Biggest stock movers Thursday: GOOG, INGN, and more
Trump announces $500 rebates for nearly 1M Obamacare enrollees

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Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. 

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Steven Cress' analysis
Alpha Picks

Episode transcripts: seekingalpha.com/wsb

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Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)  

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: BA, PYXS, NOC, and more
Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals
Big tech CEOs sign off on Trump's 'super intelligence' safety accord
DeepSeek unveils Huawei AI chip software to challenge Nvidia
Wednesday’s Economic Calendar

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