Wall Street Breakfast

Apple unveils AI for new iPhones, watches and AirPods

DirecTV accuses Disney of stifling competition in FCC complaint

This podcast episode delves into significant developments in the media and technology sectors, including DirecTV’s complaint against Disney for anti-competitive contract practices that have deprived millions of access to key network brands, Panasonic's expansion in electric vehicle battery production amidst government ...

The iPhone enters the AI era

This podcast episode previews Apple's iPhone 16 event, where AI's significant role is expected to be unveiled alongside new device models, while also analyzing market dynamics that may follow such a major launch. It discusses historical reactions to "sell-the-news" phenomena related to Apple’s events, emphasizing the c...

7-Eleven rejects $39B Circle K offer

This podcast episode delves into significant developments in the corporate world, highlighting 7&I's rejection of a $39 billion takeover bid, Intel's contemplation of divesting its stake in Mobileye amid financial losses, and Toyota's notable reduction of its EV production targets, underscoring the current challenges i...

Verizon buys Frontier for $20 billion

Topgolf, Callaway to go solo

Layoffs put a bigger Fed cut back in play

This podcast episode delves into significant economic shifts, including the market's reaction to the JOLTS report, raising speculations about potential Fed rate cuts, while also addressing Nvidia's stock struggles and its implications for the Dow, retail sector challenges, and major legal proceedings against Google. Fu...

Nippon Steel assures US Steel to remain American

Super Micro CEO speaks out

This podcast episode delves into significant corporate developments with insights from Super Microcomputer’s CEO addressing recent challenges, alongside Deutsche Bank's shifting recommendations for major banks, while also highlighting aerospace and tech updates. The discussion emphasizes the implications of industry pr...

Brazil takes aim at Starlink over X dispute

Labor Day week all about jobs

This podcast episode provides an insightful analysis of key financial developments, including the anticipated Labor Day jobs report and its implications for Federal Reserve rate cuts, along with the struggles faced by Dollar General amid shifting consumer dynamics. It highlights crucial events like Intel's upcoming pro...

Intel Mulls Foundry Split - Report

This podcast episode discusses significant developments in the tech industry, focusing on Intel's challenges and strategic options, including potential restructuring and layoffs following disappointing earnings, alongside Dell's rumored sale of its cybersecurity subsidiary, SecureWorks. Additionally, Verizon's innovati...

Is Apple the new AI torchbearer?

Yelp hits Google with search monopoly lawsuit

Nvidia's strong earnings can't match the hype

XPeng unveils mass-market EV

Musk backs AI safety bill

Bronfman Bows Out

Southwest showdown

Kroger, Albertsons $25B deal in court