Wall Street Breakfast

U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)     

Show Notes
Best Buy soars

Episode transcripts seekingalpha.com/wsb.

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Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: UMAC, SNOW, crypto, and more
Associated Press plans to provide OpenAI with its US election results
Trump files new $10B lawsuit against Wall Street Journal publisher
Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses

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AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45)     

Show Notes
The physical economy muscles its way into the rally

Episode transcripts seekingalpha.com/wsb.

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Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: ZS, APPS, and more
America’s trillion-dollar club just got bigger
Goldman lifts S&P 500 target to 8,000 on robust earnings growth
OpenAI's Altman realizes AI can't replace 'human part' of work
Zscaler tumbles as mixed guidance outshines strong Q3 results

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BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32)

Show Notes
The markets are doing the Fed’s job for it

Episode transcripts seekingalpha.com/wsb.

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