Wall Street Breakfast

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up

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Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)    

Show Notes
Oil is the new Fed chair
Stocks tumble as yields climb  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: DOCU, LULU, and more
Microsoft may challenge Amazon-OpenAI $50B deal - report
Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond
SEC issues its interpretation of how securities laws apply to crypto assets

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Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)   

Show Notes
Is the S&P good for diversification anymore?
Amazon unveils 1-hour delivery  

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Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BYND, LNSR, and more
OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports
Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC
Big tech carbon credit buys soar as AI race heats up, led by Microsoft

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