Wall Street Breakfast

Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)     

Show Notes
SpaceX 'built to separate retail investors from their money'

Episode transcripts seekingalpha.com/wsb.

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Apple sues OpenAI, former employees. (00:13) This strike could cost Hyundai. (01:32)  Wall Street is craving CAKE. (02:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: chip stocks and more
SK Hynix slides 12% in Seoul as investors lock in post-Nasdaq profits
SpaceX sheds 35% from post-IPO peak one month after record debut
Which companies reporting earnings this week show the strongest bullish signals?

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Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)  

Show Notes
U.S. strikes Iran; Iran strikes Gulf countries
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)

Show Notes:
We're In (The Early Stages Of) A Bubble
Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review)

Episode transcripts: seekingalpha.com/wsb

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Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)    

Show Notes
Golden cross for Financials
Polymarket wants margin trading  

Episode transcripts: seekingalpha.com/wsb
 
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