Wall Street Breakfast

Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)  

Show Notes
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz

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Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors

Episode transcripts: seekingalpha.com/wsb

Get 20% off James' Successful Portfolio Strategy

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Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.

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Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo

Episode transcripts: seekingalpha.com/wsb

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Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off

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Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)  

Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto

Episode transcripts: seekingalpha.com/wsb  
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Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report

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CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)  

Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date

Episode transcripts: seekingalpha.com/wsb  
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Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'

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The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)  

Show Notes
Citi boosts its S&P target and earnings forecast

Episode transcripts: seekingalpha.com/wsb  
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UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu

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