Wall Street Breakfast

Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58)     

Show Notes
The sheer size of AI IPO dominance

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Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: UBS, VICR, and more
'Trump TV' debuts on YouTube as major networks suspend White House pool coverage
Falcon 9 rideshare sales paused as SpaceX winds down flagship vehicle: WSJ
Dollar General CEO says even $100k earners shopping like bargain hunters

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Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)     

Show Notes
Bond market volatility a driver again

Episode transcripts seekingalpha.com/wsb.

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Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: WBD, PSKY, and more
Paramount may face $30M fine per missed film under settlement terms: Bloomberg
N.Y. Yankees near deal giving Apollo 16% stake in storied franchise
Oil supertanker shortage: Another risk for gas prices

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Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)

Show Notes
Trump polls to rebrand AI
Journalists barred from White House
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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