Wall Street Breakfast

Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)     

Show Notes
Winners and losers in the yield curve

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Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)    

Show Notes
SoftBank's Masayoshi Son rejects space-based data centers
Google DeepMind Nobel laureate John Jumper jumps to Anthropic

Episode transcripts: seekingalpha.com/wsb
 
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Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)

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Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's reversal of fortunes (4:24) Toy Story 5 blasts to franchise-record (6:00)

Episode transcripts: seekingalpha.com/wsb

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Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI. (2:31)     

Show Notes
Dollar hits highest level since May ‘25

Episode transcripts seekingalpha.com/wsb.

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