Wall Street Breakfast

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?

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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.

Show links: 

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

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Episode transcripts seekingalpha.com/wsb.

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: INTC, SAP, and more
Investment News Quiz - Friday, Jul. 24
Tesla's earnings slump leaves short sellers with over $9B in paper gains this year
Stripe in talks to acquire AI startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.