Wall Street Breakfast

Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: GNRC, FLNC, and more
SA Asks: What was the main takeaway from the FOMC's rate decision?
China's Huawei sets 2027 launch for new AI chips as it targets Nvidia
Trump orders block on Canadian goods for US federal contracts

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)     

Show Notes
‘Dose of accommodation’ removed: Warsh

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00)  

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: INTC, VOD, and more
Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown
EU to propose social media restrictions for kids under 13
Retail traders chased cyber options but skipped the stocks

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57)     

Show Notes
A history of good and bad tech predictions

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

One Wall Street firm sees a painful replay of 2018 for stocks (SP500). (00:15) Verizon (VZ) and T-Mobile (TMUS) are finally calling a truce in their ad war. (02:26) One Costco (COST) staple just got a lot more expensive—and harder to buy. (02:59) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLAY, ENVA, and more
U.S. has weapons in space, Air Force secretary confirms
Chevron CEO Wirth, other U.S. oil executives warn global fuel crisis has arrived
U.S. 10-year Treasury yield climbs to highest level since 2007 ahead of Fed decision

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.