Wall Street Breakfast

The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49)    Show NotesNike hits 12-year low, is a buy signal flashing?Trump approval hits term lowEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29)     Show NotesRebel Brands ice cream goes bankruptFerrari auctions for record $40MSpace is now institutional asset Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: DSX, HIVE, and moreStripe is said to agree to buy OpenRouter for more than $7BTrump orders reduction in U.S.-South Korea military exercisesAlphabet leads institutional holders in SpaceX post-IPO with $94B stakeSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56)  Show NotesJane Street loses $15B in AI fundEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.

Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMAT, NU, and moreU.S. to ramp up economic isolation of Iran, eyes indefinite naval blockadeGoldman Sachs lines up investors for Nvidia’s $500B AI funding plan - reportFord to move production of some Lincoln models from China to US: ReutersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29)     Show NotesIf you stream it, they will viewThis stock is ‘what a boom top looks like’ – Michael Burry  Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units. (2:07)    Show NotesKorean stocks are back in a bull marketLegendary corporate raider bid for CaesarsEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13)     Show NotesMachines will go ‘full tilt’ on gold at this level    Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, CRWV, and more'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI developmentWho benefits as AI data centers create a power shortage?Oracle prepares plans for new round of layoffs this month - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54)     Show NotesThe K-shaped economy plot twistEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLUG, RKLB, and moreStocks are partying, and HSBC says the good times aren't over yetHormuz risk premium: Who wins and loses in the tanker tradeIntel upsizes stock offering to $20B, prices at $95Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39)Show NotesS&P dividend yield the lowest ever (see the chart)Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Critical-mineral stocks and moreTrump signals economic pressure over new Iran strikes as Hormuz talks stallHow Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: reportTSMC monthly sales jump 45% as AI chip demand stays strongSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33)      Show NotesWas the SpaceX IPO the speculative peak?Traders abandon a big bitcoin moveEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09)Episode transcripts seekingalpha.com/wsb.Show links: 4 stocks to watch on Thursday: U, MRK, DDOG, and FISVU.S. announced job cuts drop to lowest monthly level in two yearsJobless claims rise less than expected in past weekSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35)Show NotesMeta joins the rogue AI crowdTrump is calling Fed’s Warsh – a lotEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) momentum. (00:10) Uber's (UBER) growth engine is humming, but its outlook hit a speed bump. (01:52) The latest twist in the AstraZeneca (AZN)-Bristol Myers (BMY) deal saga. (03:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, SPCX, SHOP, and morePrivate sector jobs growth slows more than expected in July: ADP jobs reportShopify skyrockets after posting +30% revenue and GMV growthChipotle shares tumble after Minnesota links jalapeños to salmonella outbreakSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Shares fall as SpaceX ramps up AI and Starship spending. (0:17) AMD delivers another strong quarter but investors want faster growth. (1:28) Michael Burry warns markets could be nearing a major peak. (2:00)      Show NotesSamsung unveils next-gen AI memoryPalantir short-sellers slammed   Episode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and moreStocks to watch on Tuesday: CAT, SPOT, PFE & moreThe 60/40 portfolio is officially broken, Apollo saysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Palantir raises its full-year guidance. (0:16) Google exec: Spending laying foundation for AI’s breakthrough. (1:19) Trump says Exxon, Chevron are making too much money. (2:09)      Show NotesMissouri to vote on no income taxHershey biopic: the couple behind the Kiss  Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.  

A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal. (02:20) Wall Street is split on Circle (CRCL). (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Wall Street climbs ahead of key earnings and labor dataBiggest stock movers Monday: AMZN, BMY, BABA, and moreAmazon rallies to all-time high as it powers past $3T market cap thresholdSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba launches Qwen3.8-Max to challenge global rivals. (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger. (1:56)      Show NotesHedge funds had a Situational Awareness Spidey senseSpiderman spins a record weekendEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15)  Show NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.

Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AAPL, AMZN, and moreMusk calls report on Tesla China business sale 'absurdly fake news'Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and wonMicrosoft's earnings-fueled rally lifts shares above 200-day moving averageBeyond The Mag 7 And Headline Noise: Top Stocks For AI's Next PhaseSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)    Show NotesWhat’s the central bank Maradona Effect?Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: META, MSFT, and moreMicrosoft pops as Q4 results top estimates; Azure tops $100B in revenueSamsung sees AI-driven memory shortage lasting through 2028Intel grants startup access to chip tech via CEO co-investor link in rare move: ReutersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)    Show NotesStocks tumble on inflation worriesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: F, CAR, and moreOil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of HormuzCurrent stock market is in the early stages of a ‘generational trade’ – JPM’s Phil CamporealeU.S. bans new foreign-made humanoid robots, power invertersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)     Show NotesShould SpaceX pay $480/share for Tesla?Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: APLD, CLS, and moreFAA calls for Boeing 737 MAX inspection over incorrectly installed seatsBuzzFeed jumps on plan to cut a third of workforceTaiwan reportedly probes Nvidia office over alleged AI chip smuggling to ChinaSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)     Show NotesWarner accuses Amazon of poaching employeesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: AVGO, FBRX, oil companies, and moreBofA sees August setting up as tough for stocks; dollar, gold favoredMichael Burry ramps up chip shorts, holds TSLA and PLTR betsEuropean rival to SpaceX seeks $300 million at $2 billion valuation: FTSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, SAP, and moreInvestment News Quiz - Friday, Jul. 24Tesla's earnings slump leaves short sellers with over $9B in paper gains this yearStripe in talks to acquire AI startup OpenRouter for ~$10B - reportSandisk's price target cut at Susquehanna/Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, GOOG, NOW, and moreTaco Bell leans on $1 enchirito to reverse tainted lettuce slumpAlphabet's AI spending pushes free cash flow into the red for first timeIBM's second-quarter miss hits lighter second time aroundSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Super Micro (SMCI) rockets higher. (00:14) The clock is ticking for generic drug imports. (01:14) Nike's (NKE) China strategy shift. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, DYN, OKLO, and moreSpaceX faces massive share unlocks as investors brace for insider sellingOpenAI models inadvertently hack Hugging Face system during cyber capability evaluationWhat will Tesla say during their next earnings call? – KalshiSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: NBIS, ZION, and moreSnap reaches settlement in social media addiction lawsuit -- reportCrude oil prices haven't climbed as much as some expected in five months of war - why?TSMC to raise chip manufacturing prices by up to 10% in 2027: NikkeiSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The FDA reversed course on lettuce linked to Cyclospora. (00:14) Samsung (SSNLF) is cutting hundreds of U.S. jobs as it shifts operations to Texas. (01:11) Apple (AAPL) just made iPhones more expensive in one of its biggest markets. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BABA, FRVO, and moreAlibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel pricesSA Asks: Are memory chipmakers building too much capacity?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24)  Show NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.

SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: NFLX, SPCX, and morePayPal board views $53B Stripe-Advent takeover bid as inadequate - ReutersTrump slams ABC, NBC for skipping live speech, calls for license revocationMichael Burry says it's a 'good time' to hunt for Hong Kong stock bargainsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, EOSE, ASTS, and moreTaiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimatesTrump considers high-stakes military escalation in Iran - reportSA Asks: Should Disney get out of the streaming business?SpaceX short sellers notch $3.8B in mark-to-market gainsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)     Show NotesMoney managers say this is the most crowded tradeEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PYPL, PNR, and moreHistory smiles on S&P 500 after CPI signal, Jason Goepfert saysGoldman Sachs raises $10B in high-grade bond sale - reportTrump to headline defense summit in PennsylvaniaSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45)Show Notes Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenueWonder: The 'Amazon of food' races toward an IPORetail investors are selling winners and hunting for the next opportunityEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: TSEM, ERIC, and moreSamsung explores potential U.S. ADR listingTariff refunds push U.S. June budget deficit to $120BAstraZeneca inks $1.5B license deal for lung cancer drugSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)     Show NotesSpaceX 'built to separate retail investors from their money' Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32)  Wall Street is craving CAKE. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: chip stocks and moreSK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profitsSpaceX sheds 35% from post-IPO peak one month after record debutWhich companies reporting earnings this week show the strongest bullish signals?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)  Show NotesU.S. strikes Iran; Iran strikes Gulf countriesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.

Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)Show Notes:We're In (The Early Stages Of) A BubbleSteven Cress' Top 10 Stocks For 2026 (Mid-Year Review)Episode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)    Show NotesGolden cross for FinancialsPolymarket wants margin trading  Episode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Levi beat on revenue and profit. (00:13)  Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: AZN, AP, and moreSK Hynix US listing said to be over seven times oversubscribedMultistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFNJudge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings'Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.