# Wall Street Roundup: carving up the AI trade

Page: https://stenobird.com/podcast/wall-street-breakfast-618041/wall-street-roundup-carving-up-the-ai-trade
Text version: https://stenobird.com/podcast/wall-street-breakfast-618041/wall-street-roundup-carving-up-the-ai-trade.md
Podcast: [Wall Street Breakfast](https://stenobird.com/podcast/wall-street-breakfast-618041)
Published: 2026-07-10T17:15:46+00:00
Episode link: https://seekingalpha.com/wsb?source=wsb_podcast:carving_up_ai_trade
Audio file: https://api.spreaker.com/download/episode/72917294/8a6e312e_b6b7_4895_a062_ec17acf7a1ce.mp3
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JSON: https://stenobird.com/v1/public/podcasts/wall-street-breakfast-618041/episodes/wall-street-roundup-carving-up-the-ai-trade
Duration seconds: 625

## Resource

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 .

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## Transcript

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