Wall Street Breakfast

Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15 years. (1:54)     

Show Notes
The K-shaped economy plot twist

Episode transcripts seekingalpha.com/wsb.

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Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: PLUG, RKLB, and more
Stocks are partying, and HSBC says the good times aren't over yet
Hormuz risk premium: Who wins and loses in the tanker trade
Intel upsizes stock offering to $20B, prices at $95

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GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviation soars after buying three Boeing businesses. (1:39)

Show Notes
S&P dividend yield the lowest ever (see the chart)

Episode transcripts seekingalpha.com/wsb.

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Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32) Another Taylor Farms recall. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: Critical-mineral stocks and more
Trump signals economic pressure over new Iran strikes as Hormuz talks stall
How Israeli startup Irregular was linked to rogue AI hacks at OpenAI, Anthropic and Meta: report
TSMC monthly sales jump 45% as AI chip demand stays strong

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Trade Desk top and bottom lines fall short. (0:15) Trump imposes new tariffs on polysilicon. (0:55) OpenAI plans an AI-first smart device designed with former Apple designer Jony Ive. (1:33)      

Show Notes
Was the SpaceX IPO the speculative peak?
Traders abandon a big bitcoin move

Episode transcripts: seekingalpha.com/wsb

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