Wall Street Breakfast

Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: COHR, RRGB, and moreFoxconn sees AI server demand growing after Q2 profit soarsTwo Pentagon projects set to be axed, risking costly do-over - reportCisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driverSign 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.

CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CRWV, INTA, and moreJudge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - reportAI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJSign 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.

The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)Show NotesCiti boosts its S&P target  Episode transcripts seekingalpha.com/wsb. 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.

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: Pot stocks, BBAI, and moreChina urges firms not to use Nvidia's H20 chips, Bloomberg reportsTrump signals openness to Nvidia selling scaled-back Blackwell to ChinaArcher Aviation Q2 loss widensSign 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.

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)Show NotesThe best sectors for tactical investors  Episode transcripts seekingalpha.com/wsb. 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.

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto stocks, AI, and moreApple’s Siri delay is said to mask bigger AI ambitions behind the scenesTrump admin considers BLS critic E.J. Antoni to lead agency - WSJPalantir’s record run tests investor faith as valuation soars to S&P 500 peakSign 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.

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)Show Notes Earnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. 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.

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)    Show Notes The Trade Desk shares get hammeredIntel CEO reaffirms commitment to the companyEpisode transcripts: seekingalpha.com/wsb  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.

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)Show NotesWarner Bros. Discovery mixed results  Episode transcripts seekingalpha.com/wsb. 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.

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: ABNB, DKNG, and moreThe Week After: How has MSFT performed since FQ4 earnings?AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce rampsIonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprintSign 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.

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)Show NotesThe competition for ‘dip alpha’ is heating up  Episode transcripts seekingalpha.com/wsb. 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.

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, ANET, SMCI, and moreSuper Micro sinks as Q4 results, Q1 outlook falls shortNvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verificationAMD dips after earnings; revenue beats expectations, but data center growth slowsSign 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.

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)Show NotesDon’t jump out of the saddle when stocks slideEpisode transcripts seekingalpha.com/wsb. 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.

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, HIMS, and moreTaiwan Semi starts legal actions against potential trade secret violators - reportBerkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVitaVertex Pharmaceuticals stock falls as pain drug fails in phase 2Sign 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.

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)Show NotesTyson Foods rallies after higher beef prices power a beat-and-raise quarterEpisode transcripts seekingalpha.com/wsb. 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.

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BLDE, COMM, and moreAmphenol set to acquire CommScope unit in $10.5B deal - reportKugler’s sudden exit from Fed accelerates Powell succession planning: UBSSA Graphics: Here are the biggest S&P 500 winners and losers in JulySign 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.

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49)Show Notes Earnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. 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.

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).Show Notes: Wall Street slumps to a negative close as trade jitters counter earnings euphoriaUnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps downMicrosoft outlines double-digit revenue and operating income growth as AI momentum acceleratesEpisode transcripts: seekingalpha.com/wsbSign 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.

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, FIG, and moreAmazon posts a powerhouse quarter again; shares fall as guidance is weighedApple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'Trump issues 60-day ultimatum for big pharma to lower drug pricesSign 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.

Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46)  Show NotesTesla robotaxi chauffeurs?  Episode transcripts seekingalpha.com/wsb. 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.