Wall Street Breakfast

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

Episode transcripts seekingalpha.com/wsb.

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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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A $5,000 check—if voters deliver. (00:14) New timeline for the Iran war and gas prices. (01:07) Apple's (AAPL) foldable future starts now. (01:48) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: AVAV, AEO, and more
FDA investigates salmonella outbreak linked to broccoli sprouts
AI spending cools at biggest-spending firms as model wars intensify
OpenAI’s rogue agents used at least 10 more sites for unauthorized comms: Reuters

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Insider assigns a 10%+ chance AI eliminates us in a decade. (0:16) U.S. bans Canadian booze, motorcycles and dairy. (1:36) Meta rallies after unveiling agent Muse. (2:20)   

Show Notes
NASA wants ideas for moon living

Episode transcripts seekingalpha.com/wsb.

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