Wall Street Breakfast

Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39)     

Show Notes
Dan Ives’ top tech stocks for 2027
Webull’s reported China government ties

Episode transcripts seekingalpha.com/wsb.

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Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ZIM, STZ, and more

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SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: FRSH, OPCH, CEG and more
Google nears billion-dollar deal for nuclear power from Constellation - Bloomberg

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Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PTC, QCOM, and more
Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO says

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The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)

Episode transcripts: seekingalpha.com/wsb

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