Wall Street Breakfast

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed unt...

9 Okt 20256min

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)Show Notes     J.P. Morgan’s top consumer sector shorts  Episode transc...

8 Okt 20253min

U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as A...

8 Okt 20257min

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)  Show NotesPaul Tudor Jones has ...

7 Okt 20254min

Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following S...

7 Okt 20256min

OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)  Show NotesYoung Wall Streeters say this is the essential human skill i...

6 Okt 20254min

Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift'...

6 Okt 20255min

Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47)  Bitcoin top $125,000 for first time. (2:57)Show Notes Which in...

5 Okt 20254min