Wall Street Breakfast

Bullish soars 84% on debut

Aug 14, 2025
Bullish stock makes headlines, soaring 84% on its debut. DeepSeek faces hurdles with a delayed model launch due to chip issues. Amazon shakes up the grocery game by expanding its same-day delivery service, including perishables. The discussion also touches on market trends, stock movements, and upcoming events. Stay tuned for insights into the fast-paced world of finance and innovation!
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INSIGHT

Bullish's Spectacular IPO Debut

  • Bullish (BLSH) jumped 84% on its first trading day after a $1.1 billion IPO, driven by crypto market strength.
  • Large insider stakes created huge paper gains, highlighting concentrated ownership risks and rewards.
INSIGHT

GPU Access Shapes AI Launch Timelines

  • DeepSeek delayed its R2 model launch after training issues and reliance on Huawei chips amid U.S. export constraints.
  • The setback shows how GPU access and foreign chip use can materially slow AI product timelines.
INSIGHT

Amazon Scales Same-Day Perishables

  • Amazon expanded same-day delivery to over 1,000 cities with perishable groceries added to its logistics network.
  • Adding produce, dairy, meat and frozen items signals a meaningful push into faster grocery fulfilment competition.
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