# Wall Street Roundup: carving up the AI trade

An episode of [Wall Street Breakfast](https://invisiblenetwork.ai/podcast/1358381502), 10 Jul 2026, 10 min.

Audio: https://api.spreaker.com/download/episode/72917294/8a6e312e_b6b7_4895_a062_ec17acf7a1ce.mp3

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.

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.