Wall Street Breakfast

JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). 

Show Notes
Pharma Bro back in government sights  

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FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: SIX, MU, and more
Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring

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Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)     

Show Notes
Drinks entrepreneur makes big Churchill Downs bet  

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A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: CCC, BIIB, and more

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JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) 

Show Notes
Earnings Calendar
Dividend Roundup

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