Podcasts · Wall Street Breakfast
Wall Street Roundup: carving up the AI trade
· 10 min
Episode Wall Street Roundup: carving up the AI trade
Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00) Show Notes: We're In (The Early Stages Of) A Bubble Steven Cress' Top 10 Stocks For 2026 (Mid-Year Review) Episode transcripts: seekingalpha.com/wsb 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 6
- https://seekingalpha.com/news/4612833-sk-hynix-makes-history-ai-dominance-adrs-and-the-korea-discount?source=wsb_podcast:carving_up_ai_trade
- https://seekingalpha.com/article/4920176-were-in-the-early-stages-of-a-bubble?source=wsb_podcast:carving_up_ai_trade
- https://seekingalpha.com/article/4921042-steven-cress-top-10-stocks-for-2026-mid-year-review?source=wsb_podcast:carving_up_ai_trade
- https://seekingalpha.com/wsb?source=wsb_podcast:carving_up_ai_trade
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:carving_up_ai_trade
- https://seekingalpha.com/subscriptions?source=wsb_podcast:carving_up_ai_trade
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