Wall Street Breakfast

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)

Episode transcripts seekingalpha.com/wsb.

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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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2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10)

Show Notes
Earnings calendar

Episode transcripts: seekingalpha.com/wsb

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Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going private amid a stock slump. (2:18)    

Show Notes
ETFs that already have Anthropic exposure

Episode transcripts: seekingalpha.com/wsb

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Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00)

Episode transcripts: seekingalpha.com/wsb

Show Notes:
AI Spending Faces Reality Check As Tech Earnings Roll In

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