Wall Street Breakfast

Yorkville Ives to focus on AI revolution. (0:12) Wholesale inflation cools. (1:41) CoreWeave explores hedging memory-chip prices. (2:37)     

Show Notes
Money managers say this is the most crowded trade

Episode transcripts seekingalpha.com/wsb.

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Stripe just made a move on PayPal (PYPL). (00:15) Verizon (VZ) workers brace for more cuts. (01:37) Lucid (LCID) slams the brakes on bankruptcy rumors. (02:32)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: PYPL, PNR, and more
History smiles on S&P 500 after CPI signal, Jason Goepfert says
Goldman Sachs raises $10B in high-grade bond sale - report
Trump to headline defense summit in Pennsylvania

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Big banks earnings underway (0:20) IBM warning sends panic to software, consulting stocks (0:58) CPI cooler than expected as energy prices recede (2:00) Wonder IPO (2:58) Retail investor activity remains elevated in 2026 (3:45)

Show Notes 
Goldman Sachs stock up as IPOs, deals, market volatility boost Q2 revenue
Wonder: The 'Amazon of food' races toward an IPO
Retail investors are selling winners and hunting for the next opportunity

Episode transcripts: seekingalpha.com/wsb

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A Texas startup's sea drone goes to war. (0:14) SK Hynix (SKHY), from freefall to flat. (01:25) Chipotle (CMG) is opening in Mexico. (02:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: TSEM, ERIC, and more
Samsung explores potential U.S. ADR listing
Tariff refunds push U.S. June budget deficit to $120B
AstraZeneca inks $1.5B license deal for lung cancer drug

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Trump reinstates Strait of Hormuz blockade. (0:15) SK Hynix plunges after U.S. debut. (1:11) Jersey Mike's targets $12B valuation. (2:00)     

Show Notes
SpaceX 'built to separate retail investors from their money'

Episode transcripts seekingalpha.com/wsb.

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