Wall Street Breakfast

Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)     

Show Notes
Oura postpones IPO
Study says compute demand needs to hit $6T

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A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)  

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: SMMT, NVTS, and more
Jobs and rents could shape the Fed's 2027 path
AMD to acquire World Labs in $8.2B all-stock deal
Top 4 Stocks For Q4: Buy The September Dip

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Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)     

Show Notes
AI agents could cause a bank run just doing what they’re told

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A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: GFI, NIO, and more
Nvidia introduces open-source tool to boost AI security
California Gov. Newsom signs bill restricting meme coins tied to public officials
Michael Burry: Trump 'cannot afford' to let AI boom fail

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Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21)  

Show Notes
Micron Earnings: Bull Case and Bear Case
Earnings Calendar
Dividend Roundup

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Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - report

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Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)     

Show Notes
AI spending seen topping 3% of annual GDP

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Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: P, VKTX, MGM, and more
McDonald's puts $8.5B behind its next big comeback 
Hopes for a new Boeing-China deal fade - report
Is DraftKings betting big on losing gamblers?

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Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)     

Show Notes
The U.S. golden credit card problem

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A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: WOR, VOYG, and more
Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
Royal Caribbean to buy 50% stake in Sandals Resorts for $3B
Novo eyes hair-loss market as Ozempic maker looks to diversify

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