Wall Street Breakfast

Situational Awareness fund sells public equity bets to Citadel. (0:16) MarketAxess agrees to a buyout from Intercontinental Exchange. (2:08) U.S. economic growth slows in Q2. (2:29)    

Show Notes
What’s the central bank Maradona Effect?

Episode transcripts seekingalpha.com/wsb.

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From one Jersey sub shop (JKME) to a $7.3B market debut. (00:14) Meta (META) is feeding AI—and starving free cash flow. (01:42) Starbucks (SBUX) stock perks up after an earnings beat. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: META, MSFT, and more
Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue
Samsung sees AI-driven memory shortage lasting through 2028
Intel grants startup access to chip tech via CEO co-investor link in rare move: Reuters

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Fed holds, but three voters dissent. (0:16) Warsh says markets are ‘playing the ball.’ (1:43) Long-term yields soar. (2:20)    

Show Notes
Stocks tumble on inflation worries

Episode transcripts seekingalpha.com/wsb.

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Meta's (META) record slide sets up earnings test. (00:14) All eyes on Microsoft (MSFT) earnings. (01:17) Amazon's (AMZN) grocery push is working. (02:31)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: F, CAR, and more
Oil rises after-hours as Iran attacks U.S. troops, rejects Omani proposal to share Strait of Hormuz
Current stock market is in the early stages of a ‘generational trade’ – JPM’s Phil Camporeale
U.S. bans new foreign-made humanoid robots, power inverters

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Amazon shifts to frontier model initiative. (0:14) PayPal’s buyout bargaining chip. (1:35) Apple tops a $5 trillion market value. (1:56)     

Show Notes
Should SpaceX pay $480/share for Tesla?

Episode transcripts seekingalpha.com/wsb.

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