Wall Street Breakfast

GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39)

Show Notes
S&P dividend yield the lowest ever (see the chart)

Episode transcripts seekingalpha.com/wsb.

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Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Critical-mineral stocks and more
Trump signals economic pressure over new Iran strikes as Hormuz talks stall
How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report
TSMC monthly sales jump 45% as AI chip demand stays strong

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Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33)      

Show Notes
Was the SpaceX IPO the speculative peak?
Traders abandon a big bitcoin move

Episode transcripts: seekingalpha.com/wsb

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Missouri voters weren't sold on a tax swap. (00:10) Meta's (META) AI reportedly hacked a company during testing. (02:32) Etsy (ETSY) is shrinking parts of its workforce. (03:09)

Episode transcripts seekingalpha.com/wsb.

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4 stocks to watch on Thursday: U, MRK, DDOG, and FISV
U.S. announced job cuts drop to lowest monthly level in two years
Jobless claims rise less than expected in past week

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JPM CEO warns unseen leverage could amplify market disruptions. (0:17) Sandisk falls after weak revenue guidance. (1:11) SpaceX stage hits the moon as millions of shares hit the market. (1:35)

Show Notes
Meta joins the rogue AI crowd
Trump is calling Fed’s Warsh – a lot

Episode transcripts: seekingalpha.com/wsb

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