Wall Street Breakfast

SpaceX (SPCX), a record rocket ride? (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57) Episode transcripts: seekingalpha.com/wsbShow links: Biggest stock movers Friday: Space stocks, ADBE, and moreNasdaq-100 shakeup rewards winners, ejects laggardsWorld Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war falloutWorld Cup of Stocks: Which team is Nvidia?Market Shifts From Risk On To Risk Off3 Growth & Income Stocks To Buy + Steve Answers Your QuestionsSign 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.

May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51) Show NotesChewy results better than feared 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.

Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17) Show NotesRetail investors swap meme stocks for profit 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.

Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi. (1:49) Show NotesAI picks World Cup winners and dark horsesJensen juices tech 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.

SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13) Show NotesSiri to star at Apple WWDCEarnings 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.

lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: LULU, DOCU, and moreThe summer box office blitz is starting to heat upCrowdStrike CEO brushes off post-earnings dip, points to exploding AI demandNvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO 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.

Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CRWD, AVGO, and moreNetflix explores voice AI, generative tech to cure 'content overload' frustrationU.S. House of Representatives vote to restrict Trump's military actions in IranMiddle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike aheadSign 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.

Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GME, MRVL, and moreGoogle just said it plans to spend $80B more on AI. Which companies might benefit?GameStop rallies after record Q1 operating income tally, new $2B buyback programMicrosoft flexes AI muscles with new in-house models, agents and quantum chips at BuildSign 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.

Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HPE, MCHP, and moreMicrosoft Build: What to expectDamaged Blue Origin pad may not be restored until 2028, NASA official saysMcDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-AOpenAI sued by Florida over alleged AI harmSign 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.

Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TMHC, NVDA, and moreAt a glance: stocks gapping down premarketAt a glance: stocks gapping up premarketSoftBank dethrones Toyota as Japan's most valuable companyNvidia debuts RTX Spark AI superchip for Windows laptops, desktopsTrump says Iran 'really wants to make a deal' as peace talks enter new monthSign 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.

Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14) Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03) Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and moreExxon, Chevron heads warn of higher oil prices amid falling inventoriesFAA says premium airline seats are causing certification delaysAnthropic surpasses OpenAI as most valuable AI startup after raising $65BSign 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.

Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: UMAC, SNOW, crypto, and moreAssociated Press plans to provide OpenAI with its US election resultsTrump files new $10B lawsuit against Wall Street Journal publisherOil futures rise as U.S., Iran trade strikes and Kuwait activates air defensesSign 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.