Wall Street Breakfast

August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the reins from Tim Cook at Apple. (1:56)

Show Notes
Cybercab unveil this week
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent reportedly walk away from PayPal (PYPL) deal. (02:42) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: PYPL, MRVL, and more
U.S. close to striking 'massive' deal for Venezuelan oil fields - Axios
What will Warsh say at Jackson Hole if he doesn't offer guidance?
Michael Burry buys Nvidia calls as hedge, expands shorts on Oracle and Palantir

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White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:16)     

Show Notes 
“Grand Theft Auto 6” preview debuts on Netflix

Episode transcripts seekingalpha.com/wsb.

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Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN) rally faces a reality check. (02:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: NVDA, OKTA, and more
What is Hugging Face?
Russia prepares Ukraine escalation as talks collapse - report
U.S. cracks down on Chinese hacking network that targeted DOJ, Fed and Senate

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Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58)     

Show Notes 
The big cost of seeing every NFL game

Episode transcripts seekingalpha.com/wsb.

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