Wall Street Breakfast

Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)

Show Notes
Fed Task Force Five
Statement slashed
Connect the dots? Not on Warsh’s watch 

Episode transcripts seekingalpha.com/wsb.

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Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: LZB, SPCX, and more
U.S. stalls blacklist plans for DeepSeek, Chinese tech firms to avoid escalating tensions - report
SpaceX is buying Cursor for $60B. What exactly is Cursor?
Burgers, not bonds: what Americans really search for in business news

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Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)     

Show Notes GDP in gold terms at century low

Episode transcripts seekingalpha.com/wsb.

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Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: SPCX, QCOM, and more
AI stocks with real revenue growth: Who's leading the pack?
U.S. GDP in gold terms falls to more than century low
Michael Burry touts Fiserv stock after CEO exit extends slump

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Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX.  (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)     

Show Notes
Burgers, not bonds: what Americans really search for in business news

Episode transcripts seekingalpha.com/wsb.

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