$JACK Jack In The Box Tape Reports
Per Ticker.id: $JACK Jack In The Box Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-08-13 15:26 UTC.
Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Thursday, August 13th, and I'm your host, Kim Kaah. Our top story so far: President Donald Trump's executive order aimed at splitting the combined measles, mumps, and rubella vaccine faces a major hurdle. None of the individual shots are currently licensed in the US. Only Merck and GSK are licensed to make combined MMR shots for U.S. patients. Merck stopped manufacturing individual vaccines for the 3 diseases nearly 2 decades ago. Both drugmakers have said there is no published scientific evidence supporting the separation of the MMR vaccine. Even under current expedited review pathways, it could take years, potentially as many as 10, to meet the safety and efficacy requirements to obtain FDA approval and then begin manufacturing and commercialization. Of single-disease shots, Merck said. A White House official said the government would work with the private sector to develop separate vaccines, relying on market-based solutions. Looking to the economy, the July Producer Price Index came in cooler than expected, flat versus forecasts for a 0.2% rise. The annual rate fell to 4.7% from 5.5% as energy prices slumped. Core PPI rose 0.2% on the month, a touch lower than the 0.3% expected, That brought the annual rate down to 4.2% from 4.7% in June. Odds of a Fed rate hike in September fell further after the release. Among active stocks, IBM is partnering with OpenAI to help enterprises deploy AI at scale and bolster cyber defense through programs like OpenAI's cybersecurity platform Daybreak. The company said the collaboration embeds OpenAI frontier models like GPT-5.6 and agents like Codex and ChatGPT Work into IBM Consulting Advantage, IBM's AI platform for delivering consulting services to clients. Jack in the Box is rallying for a second session as investors and analysts look for signs of a turnaround under interim CEO Mark King. TD Cowen analyst Andrew Charles says he's encouraged by the progress in the Jack on Track initiative, including lowering its leverage ratio and pruning underperforming stores. But he adds the company still has its work cut out for it in a difficult quick-service burger category and against a challenging lower-income consumer backdrop. And Big Short investor Michael Burry is adding to his short bets on Nibius, Micron, Oracle, and the iShares Semiconductor ETF.
Kim Kaah — Wall Street Breakfast · Trump vaccine order faces major hurdle · 2026-08-13