Ban talk lifts networking names

Wall Street Breakfast · Aug 4, 2026 · 5m

Networking names rally as U.S. eyes another China ban. (00:11) CoreCivic (CXW) secures five-year ICE agreement. (02:48) McDonald's (MCD) shares rise despite a sales miss. (03:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, SNAP, W, MRVL, and moreStocks to watch on Tuesday: CAT, SPOT, PFE & moreThe 60/40 portfolio is officially broken, Apollo saysSign 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.