Wall Street Breakfast

Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)     

Show Notes
William Blair Conviction List
AOL public again (sorta)

Episode transcripts seekingalpha.com/wsb.

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Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?

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Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)     

Show Notes
The AI pendulum has swung too far

Episode transcripts seekingalpha.com/wsb.

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Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ABVX, AVAV, and more
Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'
Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit
U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns

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NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)     

Show Notes
The biggest contributors to S&P earnings growth

Episode transcripts seekingalpha.com/wsb.

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