Wall Street Breakfast Podcast: Intapp Makes Its AI Case

Intapp ( INTA ) is bringing firms' institutional know-how into ChatGPT Enterprise.

The AI boom is creating an unlikely winner : work boots ( BOOT ).

Costco ( COST ) is giving members another way to skip the warehouse trip.

Intapp ( INTA ) shares have perked up 1.4% in premarket action after revealing a new partnership with OpenAI ( OPENAI ). Shares were up as much as 4% postmarket on Thursday.

Intapp provides software for highly regulated industries such as law, accounting, and investment banking.

Celeste, Intapp's expert AI coworker, is now a plug-in for ChatGPT Enterprise . The integration brings law firms’ proprietary client context, methods, matters, and institutional knowledge into ChatGPT Enterprise.

Boot Barn ( BOOT ) is experiencing increased demand for work boots due to the construction of data centers.

"We have always had a B2B business where we would sell to oil and gas firms, construction firms, really bulk orders to someone who might want to outfit his entire team in work boots. More and more often, those are data centers," highlighted CEO John Hazen at the Goldman Sachs Global Consumer and Retail Conference on September 15.

In terms of planning, Boot Barn ( BOOT ) is mapping all the different data center construction and planning to sell in bulk when it can.

Sales growth in Boot Barn's ( BOOT ) work boots segment has been strong for five consecutive quarters, a trend that could continue as data center construction in the U.S. ramps up even further.

Shares of Boot Barn ( BOOT ) are down nearly 14% for the week amid concerns on consumer discretionary spending.

You have more options to get your Costco ( COST ) order delivered to your doorstep .

Costco said Thursday it's partnering with DoorDash ( DASH ) to offer delivery from its U.S. warehouse stores.

DoorDash already offers Costco delivery in a few markets, including Australia, Sweden and Puerto Rico.

The nationwide partnership is a first for DoorDash, which said Costco was among the most-searched retailers not yet on its U.S. platform.

DoorDash said it will deliver groceries, household items, and electronics from all of Costco’s U.S. stores.

On Tuesday, Uber Eats said it was expanding Costco delivery nationwide.

Like DoorDash, Uber Eats already provides delivery from Costco in other countries, including Japan, France, Spain, Canada and Mexico.

Costco has offered delivery through Instacart ( CART ) for nearly a decade.

Nucor ( NUE ) and Steel Dynamics ( STLD ) - Shares slid after both steelmakers issued Q3 earnings guidance below Wall Street expectations.