Wall Street Breakfast

Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)     

Show Notes
AI spending seen topping 3% of annual GDP

Episode transcripts seekingalpha.com/wsb.

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Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: P, VKTX, MGM, and more
McDonald's puts $8.5B behind its next big comeback 
Hopes for a new Boeing-China deal fade - report
Is DraftKings betting big on losing gamblers?

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Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)     

Show Notes
The U.S. golden credit card problem

Episode transcripts seekingalpha.com/wsb.
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A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: WOR, VOYG, and more
Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
Royal Caribbean to buy 50% stake in Sandals Resorts for $3B
Novo eyes hair-loss market as Ozempic maker looks to diversify

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Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)     

Show Notes
The sheer size of AI IPO dominance

Episode transcripts seekingalpha.com/wsb.

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