Wall Street Breakfast

Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: ORCL, ACVA, and more
SpaceX signs $1 billion-a-month AI hosting deal
DeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK Hynix
It's September: Brace For Impact With Top Growth And Income Stocks

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PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58)   

Show Notes
This retro name is the fastest growing soft drink

Episode transcripts seekingalpha.com/wsb.

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A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: AVAV, AEO, and more
FDA investigates salmonella outbreak linked to broccoli sprouts
AI spending cools at biggest-spending firms as model wars intensify
OpenAI’s rogue agents used at least 10 more sites for unauthorized comms: Reuters

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Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20)   

Show Notes
NASA wants ideas for moon living

Episode transcripts seekingalpha.com/wsb.

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Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Apple launch event: CEO Ternus' first big test
Biggest stock movers Wednesday: LAC, TTAN, and more
Anthropic researcher quits over AI safety fears, echoing other expert warnings
US intel warns Silicon Valley: Major Chinese AI developers harvesting US model data
Qualcomm jumps as it teams with Amazon on next-gen AI data center deal

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