Wall Street Breakfast

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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Levi beat on revenue and profit. (00:13)  Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: AZN, AP, and more
SK Hynix US listing said to be over seven times oversubscribed
Multistate lawsuit in Paramount/Warner Bros. deal expected next week - CTFN
Judge approves Elon Musk's settlement with SEC in Twitter case despite 'misgivings'

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U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing the World Cup. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: FCEL, BABA, and more
Prediction markets see Nasdaq-100 rally cooling after AI surge
South Korea's KOSPI enters bear market as AI selloff deepens
Exxon Mobil signals higher Q2 earnings in boost from oil prices

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