Wall Street Breakfast

Latest Episodes:

Intel flexes on Q2 beat Jul 24, 2026

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ServiceNow's answer to rogue AI Jul 23, 2026

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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.
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Biggest stock movers Thursday: TSLA, GOOG, NOW, and more
Taco Bell leans on $1 enchirito to reverse tainted lettuce slump
Alphabet's AI spending pushes free cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around
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Super Micro heats up Jul 22, 2026

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Nebius gets NVDA lift Jul 21, 2026

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FDA's lettuce u-turn Jul 20, 2026

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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.
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Biggest stock movers Monday: BABA, FRVO, and more
Alibaba stock rockets as new Qwen model threatens global rivals, chasing Anthropic’s Fable 5
Ryanair CEO: Unprofitable airlines face a 'difficult winter' amid higher fuel prices
SA Asks: Are memory chipmakers building too much capacity?
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Tesla reports as earnings season revs up Jul 19, 2026

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Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24)
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Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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Starship stall weighs on SpaceX Jul 17, 2026

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TSMC chips in $100B more Jul 16, 2026

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Dan Ives launches merchant bank Jul 15, 2026

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Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)
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Money managers say this is the most crowded trade
Episode transcripts seekingalpha.com/wsb.
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Stripe checks out PayPal Jul 15, 2026

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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.
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Biggest stock movers Wednesday: PYPL, PNR, and more
History smiles on S&P 500 after CPI signal, Jason Goepfert says
Goldman Sachs raises $10B in high-grade bond sale - report
Trump to headline defense summit in Pennsylvania
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