Wall Street Breakfast

Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers: ORCL, HUMA, and more
Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil
Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns
Palantir CEO warns AI firms are 'upsetting enterprise clients' now

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May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51)     

Show Notes
Chewy results better than feared      

Episode transcripts seekingalpha.com/wsb.

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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.

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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.

Show links: 

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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