Wall Street Breakfast

A costly patent verdict for Peloton (PTON). (00:16) Apple's (AAPL) latest deal. (02:20) Wall Street is split on Circle (CRCL). (02:43)

Episode transcripts seekingalpha.com/wsb.

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Wall Street climbs ahead of key earnings and labor data
Biggest stock movers Monday: AMZN, BMY, BABA, and more
Amazon rallies to all-time high as it powers past $3T market cap threshold

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Alibaba launches Qwen3.8-Max to challenge global rivals. (0:16) Google pulls a new Earth feature after AI-generated image concerns. (1:07) AstraZeneca and Bristol Myers explore a potential mega-merger. (1:56)      

Show Notes
Hedge funds had a Situational Awareness Spidey sense
Spiderman spins a record weekend

Episode transcripts: seekingalpha.com/wsb

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SpaceX bull case and bear case. (0:17) Bond market eyeing July's jobs report. (1:30) Trump halts Iran strikes for now. (2:15)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Investors are downvoting Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an AI escape problem of its own. (01:33) Jersey Mike’s (JMKE) IPO lands with a thud. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: AAPL, AMZN, and more
Musk calls report on Tesla China business sale 'absurdly fake news'
Kospi rebounds by record 18%; Japan-South Korea intervention lifts yen and won
Microsoft's earnings-fueled rally lifts shares above 200-day moving average
Beyond The Mag 7 And Headline Noise: Top Stocks For AI's Next Phase

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Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)    

Show Notes
What’s the central bank Maradona Effect?

Episode transcripts seekingalpha.com/wsb.

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