Wall Street Breakfast

Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24) Show Notes Car dealerships grapple with delayed repairs 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.

CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: RKLB, ERIC, and more 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.

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22) Show Notes Who’s doing the earnings heavy lifting? 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.

Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: DELL, LQDA, ENVX and more SpaceX launches 35th NASA cargo mission with medical research to ISS 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.

JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). Show Notes Pharma Bro back in government sights 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.

FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: SIX, MU, and more Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring 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.

Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22) Show Notes Drinks entrepreneur makes big Churchill Downs bet 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 $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: CCC, BIIB, and more 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.

JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) Show Notes Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: HUM, SPCX, and more Take the news quiz 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.

Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06) Show Notes High growth and cash flow ROI discount stocks 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.

The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: MRVL, APLD, and more 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.

Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39) Show Notes Dan Ives’ top tech stocks for 2027 Webull’s reported China government ties 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.

Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: ZIM, STZ, and more 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.

SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: FRSH, OPCH, CEG and more Google nears billion-dollar deal for nuclear power from Constellation - Bloomberg 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.

Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: PTC, QCOM, and more Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO says 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.

The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00) 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.

Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Friday: NKE, SYNA, and more SpaceX launches Crew-13 mission to International Space Station 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.

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55) 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.

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Thursday: GOOG, INGN, and more Trump announces $500 rebates for nearly 1M Obamacare enrollees 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.

Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube Show links: Steven Cress' analysis Wall Street Breakfast with Steven Cress (TGT, BA, MU) Alpha Picks 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.

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: BA, PYXS, NOC, and more Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals Big tech CEOs sign off on Trump's 'super intelligence' safety accord DeepSeek unveils Huawei AI chip software to challenge Nvidia Wednesday’s Economic Calendar 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.

Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30) Show Notes Oura postpones IPO Study says compute demand needs to hit $6T 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 U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: SMMT, NVTS, and more Jobs and rents could shape the Fed's 2027 path AMD to acquire World Labs in $8.2B all-stock deal Top 4 Stocks For Q4: Buy The September Dip 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 poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10) Show Notes AI agents could cause a bank run just doing what they’re told 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 potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: GFI, NIO, and more Nvidia introduces open-source tool to boost AI security California Gov. Newsom signs bill restricting meme coins tied to public officials Michael Burry: Trump 'cannot afford' to let AI boom fail 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.

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21) Show Notes Micron Earnings: Bull Case and Bear Case Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - report 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.

Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42) Show Notes AI spending seen topping 3% of annual GDP 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.

Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: P, VKTX, MGM, and more McDonald's puts $8.5B behind its next big comeback Hopes for a new Boeing-China deal fade - report Is DraftKings betting big on losing gamblers? 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.

Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41) Show Notes The U.S. golden credit card problem 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 proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: WOR, VOYG, and more Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales Royal Caribbean to buy 50% stake in Sandals Resorts for $3B Novo eyes hair-loss market as Ozempic maker looks to diversify 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.

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58) Show Notes The sheer size of AI IPO dominance 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.

Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: UBS, VICR, and more 'Trump TV' debuts on YouTube as major networks suspend White House pool coverage Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ Dollar General CEO says even $100k earners shopping like bargain hunters 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.

Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47) Show Notes Bond market volatility a driver again 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.

Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: WBD, PSKY, and more Paramount may face $30M fine per missed film under settlement terms: Bloomberg N.Y. Yankees near deal giving Apollo 16% stake in storied franchise Oil supertanker shortage: Another risk for gas prices 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.

Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03) Show Notes Trump polls to rebrand AI Journalists barred from White House Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12) 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.

Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: XENE, NUE, and more Jensen Huang says Nvidia will double chip volume next year amid strong AI demand Chinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: report Amazon ordered to expand payment and eligibility threshold under Prime settlement 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.

Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05) Follow Steve on YouTube, X, and TikTok to catch all of his Wall Street Breakfast episodes! 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.

Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: GNRC, FLNC, and more SA Asks: What was the main takeaway from the FOMC's rate decision? China's Huawei sets 2027 launch for new AI chips as it targets Nvidia Trump orders block on Canadian goods for US federal contracts 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.

The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51) Show Notes ‘Dose of accommodation’ removed: Warsh 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.

SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: INTC, VOD, and more Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown EU to propose social media restrictions for kids under 13 Retail traders chased cyber options but skipped the stocks 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 Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57) Show Notes A history of good and bad tech predictions 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.

One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: PLAY, ENVA, and more U.S. has weapons in space, Air Force secretary confirms Chevron CEO Wirth, other U.S. oil executives warn global fuel crisis has arrived U.S. 10-year Treasury yield climbs to highest level since 2007 ahead of Fed decision 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.

Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06) Show Notes Goldman update long duration basket 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 .

Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: AI, chip stocks, and more Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027 Michael Burry calls AI leaders’ slowdown push ‘self-serving’ AI, chip stocks fall as tech CEOs urge caution on development pace 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.

The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17) Show Notes Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: ORCL, ACVA, and more SpaceX signs $1 billion-a-month AI hosting deal DeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK Hynix It's September: Brace For Impact With Top Growth And Income Stocks 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.

PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58) Show Notes This retro name is the fastest growing soft drink 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 .