Wall Street Breakfast

Tesla's long-awaited Roadster may finally show off its hover trick. (0:14) Corning tumbles after announcing share sale. (1:17) Anthropic IPO still on for this year? (2:06)     

Show Notes
Goldman update long duration basket

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Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: AI, chip stocks, and more
Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027
Michael Burry calls AI leaders’ slowdown push ‘self-serving’
AI, chip stocks fall as tech CEOs urge caution on development pace

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The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough? (1:16) AI leaders call for slowing the race toward smarter models. (2:17)  

Show Notes
Earnings Calendar
Dividend Roundup

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Oracle's (ORCL) cloud engine just hit another gear. (00:14) Record diesel prices. (01:20) A surprise Obamacare refund is on the way. (02:20) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: ORCL, ACVA, and more
SpaceX signs $1 billion-a-month AI hosting deal
DeepSeek efficiency gain sparks new volatility for South Korean chipmakers Samsung, SK Hynix
It's September: Brace For Impact With Top Growth And Income Stocks

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PPI and ECB hike boosts longer yields. (0:14) Anthropic maps how AI could reshape the economy. (1:32) Meta gets an upgrade as JPMorgan sees new AI revenue. (2:58)   

Show Notes
This retro name is the fastest growing soft drink

Episode transcripts seekingalpha.com/wsb.

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