Wall Street Breakfast

Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: SPCX, QCOM, and more
AI stocks with real revenue growth: Who's leading the pack?
U.S. GDP in gold terms falls to more than century low
Michael Burry touts Fiserv stock after CEO exit extends slump

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.

Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX.  (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)     

Show Notes
Burgers, not bonds: what Americans really search for in business news

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.

Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)    

Show Notes
Anthropic scrambles to work with White House
Does a Knicks championship mean a market top?  

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.

Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)

Show Notes
World Cup of Stocks: which team is Nvidia?
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.

SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)

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.