Wall Street Breakfast

Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and more
BYD chairman Wang Chuanfu bets on global No. 1 auto spot in five years
SpaceX IPO demand is approaching four times oversubscribed: Reuters
OpenAI eyes massive $500B Ohio data center campus leased with Nvidia backing: report
Take the survey: Where do you stand on the SpaceX IPO?

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Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17)     

Show Notes
Retail investors swap meme stocks for profit stocks      

Episode transcripts seekingalpha.com/wsb.

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Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore. (00:14) Sirius XM (SIRI) to join S&P MidCap 400; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: APLD, QCOM, and more
SpaceX set for early entry into MSCI indexes after IPO
OpenAI confidentially files draft IPO to SEC one week after Anthropic
Think this rally felt unusually fast? You're right
Take the survey: Where do you stand on the SpaceX IPO?

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Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi. (1:49)     

Show Notes
AI picks World Cup winners and dark horses
Jensen juices tech stocks        

Episode transcripts seekingalpha.com/wsb.

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Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan.

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: NRIX, HON, and more
Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang
Strait of Hormuz to remain open but with transit fees, Iran envoy to Moscow quoted
AI World Cup predictions: the machines love France

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