Wall Street Breakfast

Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)    

Show Notes
Micron options point to big post-earnings move
Biotechs at all-time high  

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Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)     

Show Notes
Winners and losers in the yield curve

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Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)    

Show Notes
SoftBank's Masayoshi Son rejects space-based data centers
Google DeepMind Nobel laureate John Jumper jumps to Anthropic

Episode transcripts: seekingalpha.com/wsb
 
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Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)

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Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record (6:00)

Episode transcripts: seekingalpha.com/wsb

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