Wall Street Breakfast

The Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44)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.

Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).Show Notes: Waiting On Tech Earnings, Don't Overplay Market SeasonalityAlphabet Q2 2025 earnings call transcriptTesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiativesChipotle Q2 2025 earnings call transcriptEpisode 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.

Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, PARA, and moreGoogle said to have bagged $1.2B cloud contract from ServiceNowWhat analysts are saying about TeslaDow shares tumble as company swings to loss, slashes dividend amid global weaknessSign 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.

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)Show NotesWould replacing Powell at Fed really save on debt?  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.

Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, IBM, and moreKey takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plansServicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growthIBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolioSign 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.

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)Show NotesWho is paying the tariffs so far?    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.

Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: TXN, ENPH, and moreTrump's 'AI Action Plan' for potential global dominance due todaySpaceX alerts investors to possible Musk return to U.S. politicsPalo Alto deal for SentinelOne would be a major strategic shift - analystSign 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.

Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)Show NotesWhy high-beta stocks are threatening the broader marketTwo AI models claim victory in math OlympicsEpisode 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.

SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: MEDP, NXPI, and moreFuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offerServer hack on Microsoft affects 100 organizations - reportU.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warnsSign 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.

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)Show NotesFigma looks to raise $330 million in IPOEpisode 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 (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: XYZ, and moreRyanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlookChina's Zeekr, Neta inflated EV car sales to hit aggressive targets - reportSA Asks: What's the most attractive robotaxi stock right now?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.

Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37)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.

Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).Show links: New crypto laws will make US ‘Crypto capital of the world’Joby Aviation set to double production at California facilityJohnson & Johnson Q2 2025 Earnings Call TranscriptEpisode 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.

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: NFLX, NSC, and moreTrump grants two-year regulatory relief to coal, chemical, and high-pollution industriesSarepta plunges after third patient death tied to gene therapy - reportAI search startup Perplexity valued at $18B after new funding - reportSign 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.

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher after the latest retail sales report and further earnings dataBiggest stock movers Thursday: TSM, UALNetflix Is Still KingEpisode 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.

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, UAL, and moreIs Mexican Coke coming to America?AI bubble bigger than dot-com? Apollo economist sounds the alarmTaiwan Semi rises after Q2 profit surges 60%, raises 2025 outlookSign 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.

Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)Show Notes‘Red flare’ on housing marketEpisode 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.

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ASML, GPN, and moreNvidia CEO calls Chinese AI models ‘world class’Trump eyes drug, chip tariffs by month-endWestinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner saysSign 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.

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)Show NotesStocks most and least likely to beat on earningsEpisode 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.

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVDA, TTD, and moreTikTok trying to propose Canada security solution amid looming order to shut operationsMoody's chief economist fires 'red flare' on housing marketStocks most and least likely to beat their earnings expectations – BofASign 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.