Wall Street Breakfast

Latest Episodes:

U.S. authorizes Iranian oil sales Jun 22, 2026

Show notes

Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)
Episode transcripts: seekingalpha.com/wsb
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Negotiations in doubt Jun 22, 2026

Show notes

Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record (6:00)
Episode transcripts: seekingalpha.com/wsb
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Toy Story 5 targets blockbuster debut Jun 18, 2026

Show notes

Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31)
Show Notes
Dollar hits highest level since May ‘25
Episode transcripts seekingalpha.com/wsb.
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Futures find peace Jun 18, 2026

Show notes

Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth. (02:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: INTC, RUM, SPRO and more
Warsh the hawk is all talk, Pantheon says
The Fed will have to raise rates later this year -- Steve Case
SK Hynix ships samples of next-gen AI memory chips to major customers
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Stocks sink after meeting Warsh the hawk Jun 17, 2026

Show notes

Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)
Show Notes
Fed Task Force Five
Statement slashed
Connect the dots? Not on Warsh’s watch
Episode transcripts seekingalpha.com/wsb.
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Netflix dims lion hopes Jun 17, 2026

Show notes

Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: LZB, SPCX, and more
U.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - report
SpaceX is buying Cursor for $60B. What exactly is Cursor?
Burgers, not bonds: what Americans really search for in business news
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Yum! boxes up Pizza Hut to go Jun 16, 2026

Show notes

Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)
Show Notes GDP in gold terms at century low
Episode transcripts seekingalpha.com/wsb.
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