Episode

Wall Street Roundup: carving up the AI trade

Podcast: Wall Street Breakfast
Published: Jul 10, 2026
Duration seconds: 625
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Canonical source: https://seekingalpha.com/wsb?source=wsb_podcast:carving_up_ai_trade
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Summary

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 .