Wall Street Breakfast

Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20)   

Show Notes
NASA wants ideas for moon living

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Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) 

Episode transcripts seekingalpha.com/wsb.

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Apple launch event: CEO Ternus' first big test
Biggest stock movers Wednesday: LAC, TTAN, and more
Anthropic researcher quits over AI safety fears, echoing other expert warnings
US intel warns Silicon Valley: Major Chinese AI developers harvesting US model data
Qualcomm jumps as it teams with Amazon on next-gen AI data center deal

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Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19)   

Show Notes
Memory stocks breaking out, Goldman says

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Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: ZIM, NVS, and more
SA Asks: How concerned should investors be about surging global bond yields?
Labor Day week has a nasty history for the S&P 500
Trump says he made ‘hundreds of billions’ on stocks for U.S.

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August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPhone shakeup in years. (2:23)  

Show Notes
Does Trump want the dollar-loonie parity?
Earnings Calendar
Dividend Roundup

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