Wall Street Breakfast

A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57)     

Show Notes
A history of good and bad tech predictions

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One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLAY, ENVA, and more
U.S. has weapons in space, Air Force secretary confirms
Chevron CEO Wirth, other U.S. oil executives warn global fuel crisis has arrived
U.S. 10-year Treasury yield climbs to highest level since 2007 ahead of Fed decision

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Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06)     

Show Notes
Goldman update long duration basket

Episode transcripts seekingalpha.com/wsb.

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Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: AI, chip stocks, and more
Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027
Michael Burry calls AI leaders’ slowdown push ‘self-serving’
AI, chip stocks fall as tech CEOs urge caution on development pace

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The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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