Wall Street Breakfast

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BA, PYXS, NOC, and more
Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals
Big tech CEOs sign off on Trump's 'super intelligence' safety accord
DeepSeek unveils Huawei AI chip software to challenge Nvidia
Wednesday’s Economic Calendar

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Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)     

Show Notes
Oura postpones IPO
Study says compute demand needs to hit $6T

Episode transcripts seekingalpha.com/wsb.

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A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE), (BNTX) (MRNA). (01:48)  

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Tuesday: SMMT, NVTS, and more
Jobs and rents could shape the Fed's 2027 path
AMD to acquire World Labs in $8.2B all-stock deal
Top 4 Stocks For Q4: Buy The September Dip

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Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)     

Show Notes
AI agents could cause a bank run just doing what they’re told

Episode transcripts seekingalpha.com/wsb.

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A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: GFI, NIO, and more
Nvidia introduces open-source tool to boost AI security
California Gov. Newsom signs bill restricting meme coins tied to public officials
Michael Burry: Trump 'cannot afford' to let AI boom fail

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