Wall Street Breakfast

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: META, MSFT, and moreMeta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerateMicrosoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says WedbushQualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum acceleratesSign 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.