Bitcoin’s Breaking Point? Retail Stocks Surge While AI Steals the Spotlight | June 25, 2026

From LIVE Wall Street Beats June 25, 2026 show @10am  Is Bitcoin running out of buyers? Steve Lamar, Jeff Macke, and Ben Brey debate whether Michael Saylor’s Bitcoin strategy has finally reached a breaking point, why AI has stolen crypto’s momentum, and what could happen if Bitcoin’s biggest supporter is forced to sell. The conversation also explores why overlooked retail stocks may be one of Wall Street’s best opportunities. Jeff explains why he’s bullish on names like Macy’s, Abercrombie, Target, Williams-Sonoma, IMAX, and Victoria’s Secret, while warning investors to stay away from meme stock mania despite Wendy’s surprising surge. Plus, the team discusses whether the “K-shaped consumer” narrative is wrong, where real spending is happening, why low valuation stocks may offer the best risk/reward in today’s market, and what investors should be watching as the AI trade matures. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.