Wall Street Breakfast

Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)    

Show Notes
Anthropic scrambles to work with White House
Does a Knicks championship mean a market top?  

Episode transcripts: seekingalpha.com/wsb
 
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Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)

Show Notes
World Cup of Stocks: which team is Nvidia?
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)

Episode transcripts: seekingalpha.com/wsb

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SpaceX (SPCX), a record rocket ride?  (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57) 

Episode transcripts: seekingalpha.com/wsb

Show links: 
Biggest stock movers Friday: Space stocks, ADBE, and more
Nasdaq-100 shakeup rewards winners, ejects laggards
World Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war fallout
World Cup of Stocks: Which team is Nvidia?
Market Shifts From Risk On To Risk Off
3 Growth & Income Stocks To Buy + Steve Answers Your Questions

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Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers: ORCL, HUMA, and more
Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil
Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns
Palantir CEO warns AI firms are 'upsetting enterprise clients' now

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