Wall Street Breakfast

Tesla plans to wind down Cybertruck production to expand Cybercab output. (0:18) Anthropic's $1.5T IPO valuation faces growing skepticism. (1:10) Nvidia risks a Cisco-style reckoning. (2:13)    

Show Notes
Japan enters a bear market    

Episode transcripts: seekingalpha.com/wsb

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Markets plunged as investors reacted to uncertainty surrounding AI regulation, earnings, and the broader economic outlook, sending major tech stocks sharply lower. Qualcomm's weakness, Apple's bond offering, and the renewed rally in gold. 

Show Notes:
Investing Lately? It's Tricky! How To Move Past Fear And Uncertainty

Episode transcripts: seekingalpha.com/wsb

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The VIX plunges after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its earnings outlook disappoints. (1:23) Meta warns that data center construction is getting harder. (2:18)    

Show Notes
OpenAI ditches data center NDAs    

Episode transcripts: seekingalpha.com/wsb
 
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Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and SpaceX. ARM, Qualcomm, and other major earnings.

Show Notes
Oil prices slide as Trump plays down prospect of Iran strikes after U.S. election rout
Musk eyes data centers in orbit, not Texas
Blue Wave: What it means for AI, corporate oversight and U.S. fiscal outlook

Episode transcripts: seekingalpha.com/wsb

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Futures erase losses with Dems taking Congress in midterms. (0:16) Texas results raise fresh questions for AI data centers. (2:01) AMD rallies as booming AI chip sales lift its outlook. (3:07)

Show Notes
Gold reclaims $4,000, rates fall on gridlock hope

Episode transcripts: seekingalpha.com/wsb

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