US diesel dilemma
A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32...
23 Sep 6min
Shopify gives Meta's AI agent a home
Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58) Show NotesThe sheer size of AI IPO domina...
22 Sep 3min
Tech rally takes a breath
Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (0...
22 Sep 4min
Yankee stake sale could value team at $12B
Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47) Show NotesBond market volatility a driver againEpisode t...
21 Sep 3min
Musk's Texas tunnel vision
Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spot...
21 Sep 4min
Trump-Xi meet to talk rare earths, AI
Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)Show NotesTrump polls to...
20 Sep 4min
Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)
It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like a...
18 Sep 21min
Intapp makes its AI case
Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another ...
18 Sep 4min
