Wall Street Breakfast

Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)    

Show Notes
Stocks tumble on inflation worries

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Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: F, CAR, and more
Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz
Current stock market is in the early stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters

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Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)     

Show Notes
Should SpaceX pay $480/share for Tesla?

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Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: APLD, CLS, and more
FAA calls for Boeing 737 MAX inspection over incorrectly installed seats
BuzzFeed jumps on plan to cut a third of workforce
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China

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The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)     

Show Notes
Warner accuses Amazon of poaching employees

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