Wall Street Breakfast

Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00)     

Show Notes 
Universities face a SpaceX windfall conundrum

Episode transcripts seekingalpha.com/wsb.

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Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: Crypto stocks, WOLF, and more
Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'
Tentative trade deal would cut Canada steel, aluminum tariffs by half - reports
Treasury's buyback expansion is not QE

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IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)

Show Notes 
Amazon drones coming to 500 more cities  

Episode transcripts seekingalpha.com/wsb.

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Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: SKHY, KEYS, LZB, and more
Iran weighs attacking U.S. military targets in Europe if Trump escalates war - report
California AG says case against Meta focuses on 'penalties and restitution,' not damages
Investors should secure a chair before the music stops, BTIG says

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Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45)

Show Notes
Wendy's bringing back COO position
Disney, ABC sue FCC, allege First Amendment violations
Companies that could see the biggest AI productivity benefits - Goldman

Episode transcripts: seekingalpha.com/wsb

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