Wall Street Breakfast

Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)     

Show Notes
Drinks entrepreneur makes big Churchill Downs bet  

Episode transcripts seekingalpha.com/wsb.

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A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: CCC, BIIB, and more

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JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) 

Show Notes
Earnings Calendar
Dividend Roundup

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Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47)  

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: HUM, SPCX, and more
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Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06)     
 
Show Notes
High growth and cash flow ROI discount stocks

Episode transcripts seekingalpha.com/wsb.

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