Wall Street Breakfast

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's no...

13 Jun 202514min

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California p...

13 Jun 20254min

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)  Show NotesA.I. Joe – The Unreal American He...

12 Jun 20255min

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices ...

12 Jun 20255min

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)  Show NotesMore nuclear-AI love Tesla sets tentative ...

11 Jun 20256min

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameS...

11 Jun 20255min

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)  Show NotesCiti...

10 Jun 20254min

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Ta...

10 Jun 20255min