# Nebius gets NVDA lift Page: https://stenobird.com/podcast/wall-street-breakfast-618041/nebius-gets-nvda-lift Text version: https://stenobird.com/podcast/wall-street-breakfast-618041/nebius-gets-nvda-lift.md Podcast: [Wall Street Breakfast](https://stenobird.com/podcast/wall-street-breakfast-618041) Published: 2026-07-21T10:30:30+00:00 Episode link: https://seekingalpha.com/wsb?source=wsb_podcast:nebius_gets_nvda_lift Audio file: https://api.spreaker.com/download/episode/73084229/wsb072126.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/wall-street-breakfast-618041/episodes/nebius-gets-nvda-lift Duration seconds: 275 ## Resource Nvidia's (NVDA) Nebius (NBIS) position . (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet . (01:58) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NBIS, ZION, and more Snap reaches settlement in social media addiction lawsuit -- report Crude oil prices haven't climbed as much as some expected in five months of war - why? TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei 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 . ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/wall-street-breakfast-618041/episodes/nebius-gets-nvda-lift/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/wall-street-breakfast-618041/nebius-gets-nvda-lift.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.