Nvidia bets beyond China

Wall Street Breakfast
Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: INTU, APLD, and more
Iran deal looks like a 30-day ceasefire extension - Eurasia Group
Traders bet big on OpenAI beating Anthropic to IPO first
OpenAI prepares to possibly file for IPO as soon as Friday: report
JPMorgan to hire more AI specialists, fewer bankers, Dimon says

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Read more

The podcast:

Wall Street Breakfast is Seeking Alpha’s flagship daily podcast. In just a few minutes each morning, it delivers a concise briefing on the key financial news and market-moving events you need to know before the trading day begins. It’s the perfect, efficient start for any investor looking to get a quick edge.

Explore more content:

Business A random podcast

How can I listen to other podcasts?

Click here to discover another podcast randomly, or here to browse our categories. Lazy? That's okay, we did some research and selected podcasts just for you.


And what is Podmust?

Podmust is a french project aiming to promote the best podcasts. You can help us by sharing this page (this also helps the podcast, by the way). Thank you! 🙏

Stay informed, the audio way.

Podmust curates what you need to listen.
Discover some of our collections: our best News & Politics podcastsour best Music podcastsour best Business podcasts.

Well, the bad news is: we're French. But the good news is: Podmust curates the world's podcasts so you can focus on staying informed or entertained. And voilà!

© Podmust
Navigation