Wall Street Breakfast

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: FUL, KTOS, and moreMeta recruits three OpenAI researchers for superintelligence push - WSJBooking .com faces legal action as Dutch consumer groups allege inflated hotel pricesAT&T executives advocate shifting from copper landlines to fiberSign 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.

Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)Show NotesNvidia gest new Street-high price targetEpisode 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.

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: BB, QS, ALLT, CURV and moreBeijing vows retaliation after Taiwan blacklists Chinese tech firms, including HuaweiTrump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyedTop 10 S&P 500 performers year-to-date as the index nears record highSign 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 chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)Show NotesOil prices sink on Iran export expectationsDoughnut divorceSpeeding Tesla robotaxisEpisode 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 Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: TDOC, CHWY, and moreChina set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official saysTesla robotaxis violate traffic laws, spark federal scrutinyUK's competition regulator proposes new status for Google in search to increase controlSign 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.

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, NTRS, and moreDeepSeek aids China’s military, evades export controls - reportChinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPORetail investors cool on big tech after spring rebound, WSJ reportsSign 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.

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: CRCL, GMS, and moreStellantis and Renault urge EU to ease regulations amid rising competition from China's small carsMeta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - reportBBC threatens legal action versus Perplexity over alleged use of content to train AI models - 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.

Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)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.

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).Show Notes:Housing starts plunge more than expected in May, building permits also dropNetflix quietly slides into live TV business via partnership with France's TF1Alibaba-backed MiniMax mulls Hong Kong IPO - reportMarvell rises as analysts praise custom AI event announcementsEpisode 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.

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  Show NotesHexagon launches new humanoid robotWhat is MiniMax?X sues New YorkEpisode 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.

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   Show Notes The 5 mega forces driving equity conditionsEpisode 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.

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Solar stocks, and moreG7 Summit: Leaders said to draft strategy to secure critical mineral supplyEli Lilly nears $1.3B deal for Verve Therapeutics - reportU.S. and UK reach tariffs deal at G7, steel imports unresolvedSign 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.

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)  Show Notes The Fed ‘hates’ Trump’s policiesEpisode 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.

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: SRPT, CSCO, and moreWhat are stablecoins?U.S. pushes Vietnam to reduce reliance on Chinese tech - reportJapan, Europe and China tipped to outperform U.S. stocks over next decadeSign 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 promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)  Show Notes Earnings CalendarEpisode 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.

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzShow links: Will War Trigger A Bear Market And Spike In Oil?Will Macroeconomic Shocks Lead To Business Cycle Recession?War Scenarios: A Guide For InvestorsEpisode transcripts: seekingalpha.com/wsbGet 20% off James' Successful Portfolio StrategySign 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 earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.Show links: Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprintIs the IPO market back?Market Pricing In Status QuoEpisode 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.

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Crypto-linked stocks, ADBE, and moreTesla unveils upgraded Model S and X in U.S. with $5,000 price hikeOracle stock surge bumps Larry Ellison to world's second richest personAir India crash is likely to draw scrutiny to airplane configuration at take-offSign 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.

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)  Show NotesA.I. Joe – The Unreal American HeroBlackRock looks to dominate cryptoEpisode 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.

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: ORCL, OKLO, and moreHuawei ‘has China covered’ if US stays out, says Nvidia CEOWhat's hot and what's cold in the beverage sectorChina to place six-month limit on rare earth export licenses for U.S. firms - 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.