NYC delivery model detour
Summary
This episode covers New York City’s Delivery Protection Act targeting Amazon’s subcontractor model, Manus resuming independence after unwinding its Meta acquisition, and Edison International’s legal victory regarding the Eaton Fire. The show also highlights Senator Bernie Sanders’ call to freeze AI development, Oracle’s potential layoffs, and the JPMorgan Auto Conference. Market updates include rising futures, stable oil prices, and CoreWeave’s 17% surge following strong Q2 results.
Topics discussed
Welcome to Wall Street Breakfast
NYC Delivery Protection Act targets Amazon
Manus resumes independent operations after Meta deal unwind
Edison International avoids Eaton Fire liability
Trending: AI freeze, power shortages, Oracle layoffs
Catalyst Watch: JPMorgan Auto Conference
Google Pixel Media Event and Market Futures
CoreWeave surges on Q2 results
Economic Calendar: CPI Release
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