Wall Street Breakfast

Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16)      

Show Notes
Best Income Ideas Online Summit

Episode transcripts seekingalpha.com/wsb.

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Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: AGYS
SEC eyes plan for trading tokenized versions of stocks on crypto platforms - report
Samsung, union make concessions, but issues remain
Lululemon slams its founder ahead of contested board vote

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Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51)      

Show Notes
Best Income Ideas Online Summit

Episode transcripts seekingalpha.com/wsb.

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NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs, closing regional offices. (02:52) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Register Now: Best Income Ideas Online Summit 
Biggest stock movers Monday: RAMP, D, and more
Seven warning signs — and two positives — for the market: BTIG’s Krinsky
Amazon faces consumer lawsuit over tariff-related price hikes
SA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan?

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Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01)  

Show Notes
Best Income Ideas Online Summit
Options indicate GTA 6 pre-sale
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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