Wall Street Breakfast

Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58)     

Show Notes 
The big cost of seeing every NFL game

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Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless payments. (02:22)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: SYRE, INTU, SAP and more
Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report
DICK'S Sporting Goods plunges 31% after earnings miss
AI mania makes room for the debasement trade

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OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buybacks — with an AI assist. (2:27).   

Show Notes
United Airlines announces new international routes

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Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) Another Cybertruck (TSLA) price hike is here. (02:19) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: BE, INTC, and more
SpaceX plans first Nvidia-powered AI satellite launches for late 2027
Micron Technology dips 6% amid semiconductor selloff
Meta eyes consumer AI agent launch in coming weeks, new AI model in October - report

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Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi network. (1:49)     

Show Notes
The stocks hedge funds and mutual funds both love
Burger bars booming in China

Episode transcripts seekingalpha.com/wsb.

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