Wall Street Breakfast Wall Street Breakfast

Riot’s $9.1B AI mystery

Aug 11, 2026 · 4m

Summary

This Wall Street Breakfast episode highlights Anthropic’s reported $9.1 billion AI data center deal with Riot Platforms, driving pre-market gains. Plug Power shares rose after beating Q2 expectations and raising revenue targets, while SpaceX stock reclaimed its $135 IPO price. The show also covers Intel’s upsized $20 billion stock offering, Monster Beverage’s upcoming stock split, and a sharp drop in Upwork shares following weak guidance.

Topics discussed

Introduction to Wall Street Breakfast Anthropic and Riot Platforms $9.1B AI deal Plug Power Q2 earnings beat and guidance SpaceX stock rebounds above IPO price Trending articles: HSBC, Intel, and Monster Market futures and crude oil prices Upwork drops on weak guidance and calendar Sign off and subscription promotion
Listen ad-free on Castria