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  1. Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger)

    Generac (Quant Hold) surged after announcing agreement with Amazon (https://seekingalpha.com/symbol/AMZN?source=wsb_podcast:steven_cress_generac) (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look

  2. Amazon supercharges Generac

    Generac (GNRC) lands an $8B opportunity (https://seekingalpha.com/news/4643557-generac-surges-on-2_4b-amazon-data-center-deal?source=wsb_podcast:amazon_supercharges_generac) with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR)

  3. Fed hikes rates for the first time in three years

    The Fed raises rates by a quarter point (https://seekingalpha.com/news/4643474-federal-reserve-hikes-rate-to-375-400-first-increase-in-three-years?source=wsb_podcast:fed_hikes_rates_for_first_time_in_three_years) to 3.75%-4%. (0:14) Dot plo

  4. SK Hynix reportedly eyes U.S. memory play

    SK Hynix reportedly eyes a Made-in-America (https://seekingalpha.com/news/4643221-sk-hynix-reportedly-in-talks-with-intel-about-deal-to-make-memory-chips-in-us-for-the-first-time?source=wsb_podcast:sk_hynix_eyes_us_memory_play) memory bet.

  5. Trump says AI takeover is a hoax

    A Trump calls hoax (https://seekingalpha.com/news/4642717-trump-calls-ai-a-hoax-in-surprise-onstage-call-with-nvidias-jensen-huang?source=wsb_podcast:trump_says_ai_takeover_is_a_hoax), odds of AI safety law plunge (https://seekingalpha.com/

  6. Alarm bells on Wall Street

    One Wall Street firm sees a painful replay (https://seekingalpha.com/news/4642742-sp-500-faces-8-10-pullback-risk-as-fed-rate-hikes-loom-strategist-says?source=wsb_podcast:alarm_bells_on_wall_street) of 2018 for stocks (SP500). (00:15) Veri

  7. Tesla Roadster could finally take flight

    Tesla's long-awaited Roadster may finally show off its hover trick (https://seekingalpha.com/news/4642311-tesla-plans-for-a-next-gen-roadster-reveal-on-october-1?source=wsb_podcast:tesla_roadster_could_finally_take_flight). (0:14) Corning t

  8. Oil's new chokepoint

    Another reason oil (CL1:COM) (CO1:COM) is sitting above $100 (https://seekingalpha.com/news/4642316-crude-jumps-3-as-saudi-pipeline-shutdown-raises-supply-fears?source=wsb_podcast:oils_new_chokepoint). (00:14) Novo Nordisk (NVO) is dropping

  9. Fed faces a rate hike reckoning

    The Fed weighs a rate hike as 10-year yields near 5%. (0:17 ) Could one hike be enough (https://seekingalpha.com/article/4945663-fed-faces-huge-credibility-test?source=wsb_podcast:fed_faces_a_rate_hike_reckoning)? (1:16) AI leaders call for

  10. Oracle's growth spell

    Oracle's (ORCL) cloud (https://seekingalpha.com/news/4641729-oracle-pops-as-ai-boosts-strong-q1-results-guidance?source=wsb_podcast:oracles_growth_spell) engine just hit another gear. (00:14) Record https://seekingalpha.com/news/4641934-us-

  11. Treasury yields hit Financial Crisis highs

    PPI (https://seekingalpha.com/news/4641555-ppi-inflation-rises-in-line-with-estimates-in-august-reading?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs) and ECB hike (https://seekingalpha.com/news/4641471-ecb-raises-deposit-ra

  12. Trump's ballot box bonus plan

    A $5,000 check—if voters deliver (https://seekingalpha.com/news/4641419-trump-offers-5000-to-every-us-adult-ahead-of-midterms?source=wsb_podcast:trumps_ballot_box_bonus_plan). (00:14) New timeline (https://seekingalpha.com/news/4641405-trum

  13. Anthropic researcher warns AI could kill us all

    Insider assigns a 10%+ chance AI eliminates us (https://seekingalpha.com/news/4641092-ai-could-kill-every-human-on-earth-anthropic-insider-says?source=wsb_podcast:anthropic_researcher_warns_ai_could_kill_us_all) in a decade. (0:16) U.S. ban

  14. Chime finds its Stride

    Chime's (CHYM) next growth move (https://seekingalpha.com/news/4640973-chime-financial-to-buy-stride-in-590m-cash-deal-raises-earnings-guidance-shares-up?source=wsb_podcast:chime_finds_its_stride) starts with Stride. (00:13) GTA 6 is alread

  15. Nvidia CEO says AGI has arrived

    Jensen Huang declares artificial general intelligence (https://seekingalpha.com/news/4640538-jensen-huang-says-agi-has-arrived-following-openais-gpt-6-astra-launch?source=wsb_podcast:nvidia_ceo_says_agi_has_arrived) after GPT-6 Astra. (0:15

  16. Canada's tariffs go live

    Canada’s trade retaliation (https://seekingalpha.com/news/4640626-canada-tariffs-take-effect-us-sectors-and-stocks-to-watch?source=wsb_podcast:canadas_tariffs_go_live) is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (

  17. Inflation puts Fed rate hike on the line

    August CPI could decide (https://seekingalpha.com/article/4943226-hot-august-cpi-to-trigger-more-aggressive-fed-tightening?source=wsb_podcast:inflation_puts_fed_rate_hike_on_the_line) the Fed's September rate move. (0:17) Oracle earnings (h

  18. A tough stretch for lululemon

    Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling (https://seekingalpha.com/news/4640146-wall-street-sours-on-lululemon-as-fy26-outlook-takes-another-hit?source=wsb_podcast:a_tough_stretch

  19. Ford bets big on $30K electric truck

    Ford targets 100K sales for its new Ford Fathom (https://seekingalpha.com/news/4639831-ford-fathom-electric-truck-sales-target?source=wsb_podcast:ford_bets_big_on_30k_electric_truck). (0:15) Nvidia buys Hugging Face (https://seekingalpha.co

  20. Broadcom beat meets high hopes

    An earnings beat wasn't enough (https://seekingalpha.com/news/4639480-broadcom-slides-even-as-q3-results-guidance-top-wall-streets-estimates?source=wsb_podcast:broadcom_beat_meets_high_hopes) to stop Broadcom (AVGO) from slipping. (00:14) T

  21. Uber cuts jobs to go simpler and faster

    Uber cutting up to 3,300 jobs (https://seekingalpha.com/news/4639396-uber-cutting-10-of-workforce-to-create-leaner-and-more-efficient-business?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster) in a major restructuring. (0:16) Augu

  22. A Dell of a quarter

    An AI server boom (https://seekingalpha.com/news/4639137-dell-surges-after-raising-full-year-revenue-guidance-by-25b-as-ai-demand-takes-off?source=wsb_podcast:a_dell_of_a_quarter) helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) be

  23. The bond yield America can't afford

    Treasury yields continue to climb (https://seekingalpha.com/news/4638703-u-s-cannot-afford-10-year-at-5-percent-for-sustained-time-kobeissi?source=wsb_podcast:the_bond_yield_america_cant_afford). (0:16) GoPro soars on Markiplier report (htt

  24. Liability sparks downgrades

    One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible (https://seekingalpha.com/news/4638568-california-lawmakers-set-to-vote-on-wildfire-liability-bill?source=wsb_podcast:liability_sparks_downgrades). (00:14) S

  25. Central banks get AI jitters

    BoE’s Bailey warns AI could threaten financial stability (https://seekingalpha.com/news/4638106-boe-chief-letter-g20-ai-warning?source=wsb_podcast:central_banks_get_ai_jitters). (0:15) California wildfire legislation tanks PG&E and Edison (

  26. Futures lower as oil rises

    Oil jumps, futures fall (https://seekingalpha.com/news/4638113-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:futures_lower_as_oil_rises): Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, St

  27. Jobs report puts Fed hike in focus

    August’s jobs report could cement a September rate hike (https://seekingalpha.com/article/4941507-the-august-labor-market-report-to-cement-the-september-fed-hike?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus). (0:17) Broadcom earnin

  28. Marvell beats, street shrugs

    Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button (https://seekingalpha.com/news/4637502-marvell-technology-skids-despite-strong-q2-results-guidance?source=wsb_podcast:marvell_beats_street_shrugs). (00:15) Anthr

  29. New chip tariffs could hit AI race

    White House mulling a new round of tariffs on semis (https://seekingalpha.com/news/4637322-trump-administration-mulls-new-round-of-tariffs-on-chips?source=wsb_podcast:new_chip_tariffs_could_hit_ai_race). (0:14) Okta rallies after earnings (

  30. Nvidia’s biggest hug yet

    Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire (https://seekingalpha.com/news/4637263-nvidia-agrees-to-acquire-hugging-face-for-129b---report?source=wsb_podcast:nvidias_biggest_hug_yet) Hugging Face. (00:14)

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