Wall Street Breakfast

Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility and eventual correction. Excerpted from: We're In (The Early Stages Of) A Bubble

Show Notes:
How Much Further Will Gold And Silver Run?
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Transcripts: seekingalpha.com/wsb

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Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)  

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: CRNX, RIVN, and more
Walmart and Sam's Club Lower Prices to Help Customers Make the Most out of Summer
SpaceX lands bullish ratings from Morgan Stanley and Goldman Sachs
Beer stocks less frothy with Brazil and Mexico out of World Cup—Morgan Stanley
An AI star is born

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Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: Crypto stocks, TSLA, and more
Comcast's Sky to acquire ITV Media & Entertainment unit for up to £1.6B
Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
OPEC+ approves another output increase as Hormuz reopening boosts supply outlook

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SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)

Show Notes
Tesla limits employee AI use

Episode transcripts seekingalpha.com/wsb.

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Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)     

Show Notes
Dan Ives exits Wedbush

Episode transcripts seekingalpha.com/wsb.

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