Wall Street Breakfast

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21)  

Show Notes
Micron Earnings: Bull Case and Bear Case
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AKAM, NXH, and moreBurry warns of write-offs by hyperscalers as AI spending surgesOracle-Blue Owl project delay puts spotlight on AI financing - reportUBS considers merger to move out of Switzerland - report

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Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42)     

Show Notes
AI spending seen topping 3% of annual GDP

Episode transcripts seekingalpha.com/wsb.

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Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed back. (02:22) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: P, VKTX, MGM, and more
McDonald's puts $8.5B behind its next big comeback 
Hopes for a new Boeing-China deal fade - report
Is DraftKings betting big on losing gamblers?

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Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41)     

Show Notes
The U.S. golden credit card problem

Episode transcripts seekingalpha.com/wsb.
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