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Wall Street Breakfast

Home building activity takes hit in May

18 Jun 2025

Description

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).Show Notes:Housing starts plunge more than expected in May, building permits also dropNetflix quietly slides into live TV business via partnership with France's TF1Alibaba-backed MiniMax mulls Hong Kong IPO - reportMarvell rises as analysts praise custom AI event announcementsEpisode transcripts: seekingalpha.com/wsbSign 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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