Wall Street Breakfast

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.

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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

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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

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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)

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Episode transcripts: seekingalpha.com/wsb

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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

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