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Wall Street Breakfast

Half a trillion and counting

02 Oct 2025

Description

OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Thursday: RKT, STLA, and moreApple tables Vision Pro sequel to pursue smart glasses: reportTrump holding off on pharma tariffs to negotiate more deals - reportSA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPCSign 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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