Wall Street Breakfast

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Show Notes:  https://noble-capevents.com/sa-rena/?source=wsb_podcast:shorting_consumer_stocks ...

Macro week with https://seekingalpha.com/news/4593949-cpi-nearing-market-pain-point---bofa?source=wsb_podcast:macro_week rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to...

POET Technologies (POET) revenue beats as AI, hyperscale https://seekingalpha.com/news/4593568-poet-technologies-revenue-beats-as-ai-hyperscale-partnerships-expand?source=wsb_podcast:poet_deal_sparks_surge. (00:14) Trump discloses...

Ford gets https://seekingalpha.com/news/4592508-ford-soars-amid-growing-confidence-that-hyperscalers-may-use-its-energy-storage-business?source=wsb_podcast:ford_rallies_on_energy_storage_push, not cars. (0:15) Cisco leads Dow as...

AI chipmaker Cerebras Systems (CBRS) https://seekingalpha.com/news/4592654-ai-chipmaker-cerebras-systems-secures-555b-in-the-years-largest-ipo?source=wsb_podcast:cerebras_sells_like_hot_chips in the year’s largest IPO. (00:13) Cisco (CSCO) announces...