Wall Street Breakfast

A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: AVAV, AEO, and more
FDA investigates salmonella outbreak linked to broccoli sprouts
AI spending cools at biggest-spending firms as model wars intensify
OpenAI’s rogue agents used at least 10 more sites for unauthorized comms: Reuters

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.

Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20)   

Show Notes
NASA wants ideas for moon living

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 .

Chime's (CHYM) next growth move starts with Stride. (00:13) GTA 6 is already fueling a console war. (00:56) As Hyrox races across six continents, investors are chasing the trend behind it. (01:43) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Apple launch event: CEO Ternus' first big test
Biggest stock movers Wednesday: LAC, TTAN, and more
Anthropic researcher quits over AI safety fears, echoing other expert warnings
US intel warns Silicon Valley: Major Chinese AI developers harvesting US model data
Qualcomm jumps as it teams with Amazon on next-gen AI data center deal

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.

Jensen Huang declares artificial general intelligence after GPT-6 Astra. (0:15) IonQ raises its outlook. (2:02) Pepsi moves beyond chips and soda in an Ozempic world. (2:19)   

Show Notes
Memory stocks breaking out, Goldman says

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 .

Canada’s trade retaliation is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are betting on ASML’s newest technology. (01:31) Novo Nordisk (NVO) trial could shift childhood obesity care. (02:21) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: ZIM, NVS, and more
SA Asks: How concerned should investors be about surging global bond yields?
Labor Day week has a nasty history for the S&P 500
Trump says he made ‘hundreds of billions’ on stocks for U.S.

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.