Wall Street Breakfast

Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: WBD, PSKY, and more
Paramount may face $30M fine per missed film under settlement terms: Bloomberg
N.Y. Yankees near deal giving Apollo 16% stake in storied franchise
Oil supertanker shortage: Another risk for gas prices

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Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)

Show Notes
Trump polls to rebrand AI
Journalists barred from White House
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)

Episode transcripts: seekingalpha.com/wsb

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Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: XENE, NUE, and more
Jensen Huang says Nvidia will double chip volume next year amid strong AI demand
Chinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: report
Amazon ordered to expand payment and eligibility threshold under Prime settlement

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Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)

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Episode transcripts: seekingalpha.com/wsb

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