Podcasts · Wall Street Breakfast
NYC delivery model detour
· 5:38
Episode NYC delivery model detour
A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: SMCI, CRWV, and more 'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development Who benefits as AI data centers create a power shortage? Oracle prepares plans for new round of layoffs this month - report 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.
Links in the notes 8
- https://seekingalpha.com/news/4631251-new-york-city-delivery-protection-act-amazon?source=wsb_podcast:nyc_delivery_model_detour
- https://seekingalpha.com/news/4631204-manus-to-return-as-independent-firm-after-china-forces-meta-unwind-of-2b-deal?source=wsb_podcast:nyc_delivery_model_detour
- https://seekingalpha.com/news/4631019-judge-declines-for-now-to-hold-socal-edison-liable-for-la-wildfire?source=wsb_podcast:nyc_delivery_model_detour
- https://seekingalpha.com/news/4631295-biggest-stock-movers-wednesday-smci-crwv-and-more?source=wsb_podcast:nyc_delivery_model_detour
- https://seekingalpha.com/news/4631202-avoid-disaster-sanders-urges-meta-openai-and-anthropic-to-freeze-ai-development?source=wsb_podcast:nyc_delivery_model_detour
- https://seekingalpha.com/news/4630750-who-benefits-as-ai-data-centers-create-a-power-shortage?source=wsb_podcast:nyc_delivery_model_detour
- https://seekingalpha.com/news/4631011-oracle-prepares-plan-for-new-round-of-layoffs-this-month---report?source=wsb_podcast:nyc_delivery_model_detour
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:nyc_delivery_model_detour
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