Shopify gives Meta's AI agent a home
Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58) Show NotesThe sheer size of AI IPO domina...
22 Sep 3min
Tech rally takes a breath
Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (0...
22 Sep 4min
Yankee stake sale could value team at $12B
Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47) Show NotesBond market volatility a driver againEpisode t...
21 Sep 3min
Musk's Texas tunnel vision
Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spot...
21 Sep 4min
Trump-Xi meet to talk rare earths, AI
Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)Show NotesTrump polls to...
20 Sep 4min
Wall Street Breakfast with Steven Cress (Intapp, Boot Barn, Costco, DoorDash)
It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like a...
18 Sep 21min
Intapp makes its AI case
Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another ...
18 Sep 4min
Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger)
Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)Fo...
17 Sep 12min
