Wall Street Breakfast

Ford targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59)   

Show Notes
The case for buying stocks when the Fed hikes
Walmart delivering Dunkin’

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An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle (CMG) is taking its burritos to Asia. (02:32) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: SNOW, HPE, and more
Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript
Most shorted stocks on Wall Street
PG&E teams up with Google, Tesla, Sunrun on Bay Area virtual power plant
AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be The Cure

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Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – with conditions. (2:27)   

Show Notes
SiriusXM gets a vote of confidence

Episode transcripts seekingalpha.com/wsb.

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An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: DELL, CRDO, and more
Michael Burry’s portfolio: How his bullish and bearish bets fared In August
Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI
U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners

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Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01)   

Show Notes
William Blair’s latest stock Conviction List

Episode transcripts seekingalpha.com/wsb.

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