Wall Street Breakfast

Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retaliatory tariffs on U.S. imports. (2:33)  

Show Notes
Earnings Calendar
Dividend Roundup
 
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Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trims deeper. (02:10) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: ROST, MSTR, and more
Take the Investment News Quiz!
U.S. to end summer blend gasoline requirement early in bid to help curb pump prices
Gold could top $5,000 by next year, Morgan Stanley says
Nvidia might go Hulk mode, as Jefferies expects Q2 revenue to smash estimate by $3B

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Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed. (2:00)     

Show Notes 
Universities face a SpaceX windfall conundrum

Episode transcripts seekingalpha.com/wsb.

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Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The next AirPods (AAPL) could see the world around you. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Thursday: Crypto stocks, WOLF, and more
Trump declares 'Economic D-Day' on Iran; Tehran says U.S. in 'crisis'
Tentative trade deal would cut Canada steel, aluminum tariffs by half - reports
Treasury's buyback expansion is not QE

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IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)

Show Notes 
Amazon drones coming to 500 more cities  

Episode transcripts seekingalpha.com/wsb.

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