Wall Street Breakfast

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A strea ...  عرض المزيد

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A strea ...  عرض المزيد

Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07) Show NotesOracle's plunge wipes out $25B from Larry Ellison's net worth Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for ...  عرض المزيد

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)Show NotesLilly’s next-gen weight-loss drug meets endpointsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full acc ...  عرض المزيد

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04) Show NotesParamount’s Ellison makes his case to shareholders Episode transcripts: seekingalpha.com/wsb Sign up for o ...  عرض المزيد

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). Show Notes:FOMC cuts interest rate for third straight meeting, but dis ...  عرض المزيد