Wall Street Breakfast

Host Julie Morgan covers Peloton’s $20.

Host Kim Kahn covers Alibaba’s launch of its Qwen 3.

Host Julie Morgan covers Reddit’s pre-market drop despite strong Q2 results and AI search concerns.

Host Kim Kahn reports that AI hedge fund Situational Awareness sold its public equity portfolio to Citadel after steep losses, though its former holdings are now rallying.

Host Kim Kahn discusses the Federal Reserve’s decision to keep interest rates unchanged at 3.

Host Kim Kahn covers Amazon’s AI strategy shift toward a new frontier model and Corning’s stock drop amid mixed guidance.

Julie Morgan hosts Wall Street Breakfast, covering South Korea’s 10% market plunge driven by tech sell-offs and AI spending concerns.

Host Kim Kahn discusses an OpenAI agent hacking Hugging Face, highlighting delays in detection and communication.

Host Julie Morgan covers Waymo’s $9,000 in Austin parking fines amid regulatory scrutiny.

Host Julie Morgan covers Intel’s strong Q2 earnings and upbeat guidance driven by AI demand.

Host Julie Morgan covers ServiceNow’s strong earnings and CEO Bill McDermott’s comments on AI safety following an OpenAI incident.

Super Micro Computer shares surged on strong Q4 guidance and record backlog, while President Trump announced phased tariffs on imported generic drugs to incentivize domestic production.

Host Julie Morgan covers NVIDIA’s 9.

This episode covers the FDA clearing Taylor Farms of cyclospora contamination after a false positive, prompting retailers to reverse recalls.

Host Kim Kahn previews a busy earnings week headlined by Tesla, with analysts debating its valuation amid expectations for updates on autonomy and AI.

Host Julie Morgan covers SpaceX’s stock drop after canceling a Starship launch due to engine issues.

Stripe and Advent International have proposed a $53 billion joint acquisition of PayPal, offering a 28% premium.

Host Julie Morgan covers the U.

Host Kim Kahn discusses President Trump’s imposition of a 20% fee on Strait of Hormuz cargo and reinstated sanctions on Iran, which spiked oil prices.

Host Kim Khan covers SK Hynix’s record-breaking $26.

Host Julie Morgan covers Levi Strauss shares dropping 6% despite Q2 earnings beats due to conservative tariff-laden guidance.

Host Julie Morgan covers U.

Host Julie Morgan covers Walmart’s significant price cuts on groceries and essentials, which drew praise from President Trump.

Wall Street strategists remain optimistic on U.