Wall Street Breakfast

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel s...

18 Marras 20255min

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)Show NotesNetflix 10-for-1 stock spl...

17 Marras 20253min

Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival ...

17 Marras 20254min

Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)Show Notes Earnings CalendarDividend RoundupEpisode transcript...

16 Marras 20253min

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (...

14 Marras 202513min

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash ...

14 Marras 20254min

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)Show NotesA Michael Burry Wall Street ...

13 Marras 20254min

Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never...

13 Marras 20254min