Wall Street Breakfast

Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) 

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Apple launch event: CEO Ternus' first big test
Biggest stock movers Wednesday: LAC, TTAN, and more
Anthropic researcher quits over AI safety fears, echoing other expert warnings
US intel warns Silicon Valley: Major Chinese AI developers harvesting US model data
Qualcomm jumps as it teams with Amazon on next-gen AI data center deal

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Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19)   

Show Notes
Memory stocks breaking out, Goldman says

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Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21) 

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Biggest stock movers Tuesday: ZIM, NVS, and more
SA Asks: How concerned should investors be about surging global bond yields?
Labor Day week has a nasty history for the S&P 500
Trump says he made ‘hundreds of billions’ on stocks for U.S.

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August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23)  

Show Notes
Does Trump want the dollar-loonie parity?
Earnings Calendar
Dividend Roundup

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Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03) 

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Biggest stock movers Friday: IOT, LULU, DSS and more
Investment News Quiz - Friday, Sep. 4
What's shaping the geography of U.S. AI data centers?
Elon Musk’s super PAC spends $800K on key Republican midterm races
Oil trends toward biggest weekly gain since July; ING raises price forecast

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Ford targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59)   

Show Notes
The case for buying stocks when the Fed hikes
Walmart delivering Dunkin’

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An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia. (02:32) 

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Biggest stock movers Thursday: SNOW, HPE, and more
Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript
Most shorted stocks on Wall Street
PG&E teams up with Google, Tesla, Sunrun on Bay Area virtual power plant
AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be The Cure

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Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27)   

Show Notes
SiriusXM gets a vote of confidence

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An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09) 

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Biggest stock movers Wednesday: DELL, CRDO, and more
Michael Burry’s portfolio: How his bullish and bearish bets fared In August
Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI
U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners

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Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01)   

Show Notes
William Blair’s latest stock Conviction List

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