Wall Street Breakfast

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, ALC, and moreTrump to host Wall Street CEOs on Wednesday at White House - reportFoxconn sees AI-driven growth in 2026, teases OpenAI announcementTrump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'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.