Wall Street Breakfast

Korea's market meltdown starts with two stocks. (00:14) Ford (F) and GM are battling for a Pentagon payday. (01:08) Cracker Barrel (CBRL) hits reset—again. (02:00)

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Biggest stock movers Tuesday: APLD, CLS, and more
FAA calls for Boeing 737 MAX inspection over incorrectly installed seats
BuzzFeed jumps on plan to cut a third of workforce
Taiwan reportedly probes Nvidia office over alleged AI chip smuggling to China

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The agent broke out of its testing environment for a hacking spree. (0:15) Rocket Lab wins its largest-ever launch contract. (2:04) Durable goods orders rise, helped by AI. (2:13)     

Show Notes
Warner accuses Amazon of poaching employees

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Waymo’s (GOOG) (GOOGL) costliest stops aren’t picking up riders. (00:15) Why Nvidia (NVDA) is investing $1B in Naver (NHNCF). (01:09) United’s (UAL) big merger bid never got airborne. (02:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: AVGO, FBRX, oil companies, and more
BofA sees August setting up as tough for stocks; dollar, gold favored
Michael Burry ramps up chip shorts, holds TSLA and PLTR bets
European rival to SpaceX seeks $300 million at $2 billion valuation: FT

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Intel's (INTC) biggest growth spurt in 15 years. (00:13) Trump's new tariffs are about to hit. (01:27) Oracle (ORCL) lands a big one. (02:22)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: INTC, SAP, and more
Investment News Quiz - Friday, Jul. 24
Tesla's earnings slump leaves short sellers with over $9B in paper gains this year
Stripe in talks to acquire AI startup OpenRouter for ~$10B - report
Sandisk's price target cut at Susquehanna/

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ServiceNow (NOW) says it has the answer to rogue AI. (00:14) A landmark nuclear pact is raising questions. (01:31) The Tesla (TSLA), SpaceX (SPCX) merger talk isn't going away. (02:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TSLA, GOOG, NOW, and more
Taco Bell leans on $1 enchirito to reverse tainted lettuce slump
Alphabet's AI spending pushes free cash flow into the red for first time
IBM's second-quarter miss hits lighter second time around

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