Wall Street Breakfast

U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B. (1:59)      

Show Notes
SpaceX says its market rivals total U.S. GDP

Episode transcripts seekingalpha.com/wsb.

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Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: INTU, APLD, and more
Iran deal looks like a 30-day ceasefire extension - Eurasia Group
Traders bet big on OpenAI beating Anthropic to IPO first
OpenAI prepares to possibly file for IPO as soon as Friday: report
JPMorgan to hire more AI specialists, fewer bankers, Dimon says

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Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment. (1:29)      

Show Notes
Can NVDA learn from NVD.A?
UK wants food price caps

Episode transcripts seekingalpha.com/wsb.

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CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: AMC, RBLX, and more
Meta Platforms begins new round of layoffs affecting ~8,000 employees
Nvidia heads into earnings with largest short position in SPX: S3 Partners
Tesla steps up 'urgent' FSD hiring in China amid rollout delays

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Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16)      

Show Notes
Best Income Ideas Online Summit

Episode transcripts seekingalpha.com/wsb.

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