Wall Street Breakfast

Microsoft struggles to restore services as its global outage continues. (0:15) Anthropic's IPO 6x oversubscribed. (1:23) Applied Materials beats forecasts. (2:02)

Episode transcripts: seekingalpha.com/wsb

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Jensen Huang resigns as CFO takes the helm. (0:14) Wall Street downgrades flood in. (0:49) Trump dismisses prospects for an Iran deal. (2:11)     

Show Notes
Kraft Heinz looks to ketchup

Episode transcripts seekingalpha.com/wsb.

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Board looking at replacements as reports of second affair surface. (0:15) Dan Ives slashes NVDA fair value. (1:42) Elon Musk offers Jensen a landing spot. (2:22)   

Show Notes
 Who’s odds-on to replace Jensen Huang?

Episode transcripts: seekingalpha.com/wsb

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Anthropic's CEO says AI could eliminate major diseases within a decade. (0:14) CoreWeave results boost rival AI cloud stocks. (1:13) Rivian's R2 is MotorTrend's SUV of the Year. (2:03)     

Show Notes
Six Flags insiders buying

Episode transcripts seekingalpha.com/wsb.

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Costco (COST) has a $13.3B surprise for investors. (00:25) CoreWeave (CRWV) just gave Wall Street more to like. (01:19) 7 Brew serves Starbucks (SBUX), Dutch Bros (BROS) a fresh challenge. (02:14) 

Episode transcripts seekingalpha.com/wsb.

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