Wall Street Breakfast

Binance reports $6.3B in potential losses from a massive breach. (0:17) Intel plunges as a PC slowdown derails its turnaround. (1:33) Reddit considers mandatory logins as AI search hits traffic. (2:37)

Episode transcripts: seekingalpha.com/wsb
 
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Amazon earnings preview (0:25) Google concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surprise (3:30) 

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Nelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire Lumentum? (1:38)    

Episode transcripts: seekingalpha.com/wsb

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The Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027. (1:19)

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SK Hynix surges after strong earnings and massive shareholder payouts. (0:17) Amazon warns software engineers against tokenmaxxing. (1:35) Robinhood slides after earnings fall short. (2:19) 

Show Notes 
What will the Fed do today?

Episode transcripts: seekingalpha.com/wsb

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