Wall Street Breakfast

Focus will move beyond autos to AI. (0:17) Comi-Con starts Thursday. (1:52) U.S. strikes Iran’s Revolutionary Guard. (2:24)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Alpha at seekingalpha.com/subscriptions.

SpaceX (SPCX) stock is sinking again. (00:15) A revenue miss overshadows Netflix's (NFLX) growth. (01:18) Wayfair (W) is bringing Black Friday to summer. (02:14) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: NFLX, SPCX, and more
PayPal board views $53B Stripe-Advent takeover bid as inadequate - Reuters
Trump slams ABC, NBC for skipping live speech, calls for license revocation
Michael Burry says it's a 'good time' to hunt for Hong Kong stock bargains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

TSMC (TSM) is adding $100B more to its U.S. chip bet. (00:14) Uber (UBER) is taking a bigger bite of global food delivery. (01:09) Hate middle seats? United (UAL) has a new idea. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: TSM, EOSE, ASTS, and more
Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates
Trump considers high-stakes military escalation in Iran - report
SA Asks: Should Disney get out of the streaming business?
SpaceX short sellers notch $3.8B in mark-to-market gains

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)     

Show Notes
Money managers say this is the most crowded trade

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: PYPL, PNR, and more
History smiles on S&P 500 after CPI signal, Jason Goepfert says
Goldman Sachs raises $10B in high-grade bond sale - report
Trump to headline defense summit in Pennsylvania

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.