Wall Street Breakfast

Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi. (1:49)     

Show Notes
AI picks World Cup winners and dark horses
Jensen juices tech stocks        

Episode transcripts seekingalpha.com/wsb.

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Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan.

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: NRIX, HON, and more
Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang
Strait of Hormuz to remain open but with transit fees, Iran envoy to Moscow quoted
AI World Cup predictions: the machines love France

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SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13)  

Show Notes
Siri to star at Apple WWDC
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)

Transcripts: seekingalpha.com/wsb

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lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)  

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: LULU, DOCU, and more
The summer box office blitz is starting to heat up
CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand
Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says

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