Wall Street Breakfast

One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB) experiment could leave hosts with a bigger slice of every booking. (02:45)  

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Biggest stock movers Tuesday: NVS, NIO, and more
Apple’s $4.6T test: Can Ternus build what comes next?
Trump says data center opponents could 'end up backwards and poor'
Howmet slides after Elon Musk unveils SpaceX turbine-blade casting plan

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BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for humanoid robot unit. (2:12)     

Show Notes 
Retail investor ready for a vacation from buy-the-dip

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Oil jumps, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bitcoin (BTC-USD). (01:07) Aon (AON) agrees to purchase USI in a $17 billion deal. (01:49) 5

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Biggest stock movers Monday: Energy stocks and more
BOE chief warns G20 of AI threats to financial stability, equity markets
Wealthy Americans turn to private life insurance for tax-free investing
Nvidia's Quant Rating upgraded to Strong Buy after upbeat outlook

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August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56)

Show Notes
Cybercab unveil this week
Earnings Calendar
Dividend Roundup

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Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42) 

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Biggest stock movers Friday: PYPL, MRVL, and more
U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios
What will Warsh say at Jackson Hole if he doesn't offer guidance?
Michael Burry buys Nvidia calls as hedge, expands shorts on Oracle and Palantir

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White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16)     

Show Notes 
“Grand Theft Auto 6” preview debuts on Netflix

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Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43) 

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Biggest stock movers Thursday: NVDA, OKTA, and more
What is Hugging Face?
Russia prepares Ukraine escalation as talks collapse - report
U.S. cracks down on Chinese hacking network that targeted DOJ, Fed and Senate

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Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58)     

Show Notes 
The big cost of seeing every NFL game

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Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless payments. (02:22)

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Biggest stock movers Wednesday: SYRE, INTU, SAP and more
Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report
DICK'S Sporting Goods plunges 31% after earnings miss
AI mania makes room for the debasement trade

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OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27).   

Show Notes
United Airlines announces new international routes

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