Wall Street Breakfast

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: GOOG, INGN, and more
Trump announces $500 rebates for nearly 1M Obamacare enrollees

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Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Watch on YouTube

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Steven Cress' analysis
Wall Street Breakfast with Steven Cress (TGT, BA, MU)
Alpha Picks

Episode transcripts: seekingalpha.com/wsb

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Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)  

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: BA, PYXS, NOC, and more
Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals
Big tech CEOs sign off on Trump's 'super intelligence' safety accord
DeepSeek unveils Huawei AI chip software to challenge Nvidia
Wednesday’s Economic Calendar

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Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)     

Show Notes
Oura postpones IPO
Study says compute demand needs to hit $6T

Episode transcripts seekingalpha.com/wsb.

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A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)  

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: SMMT, NVTS, and more
Jobs and rents could shape the Fed's 2027 path
AMD to acquire World Labs in $8.2B all-stock deal
Top 4 Stocks For Q4: Buy The September Dip

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