Wall Street Breakfast

Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06) Show Notes  Earnings Calendar Dividend Roundup 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.

Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: AMAT, UNH, and more Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays Cathie Wood bets big on Bullish IPO, buys over 2.5M shares Oracle to offer Google’s Gemini AI models to its customers 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.

The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29) Show Notes Ethereum to $15,000 by year end?   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.

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 more Foxconn sees AI server demand growing after Q2 profit soars Two Pentagon projects set to be axed, risking costly do-over - report Cisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driver 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.

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 more Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’ Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report AI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJ 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.

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 Notes Citi 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 more China urges firms not to use Nvidia's H20 chips, Bloomberg reports Trump signals openness to Nvidia selling scaled-back Blackwell to China Archer Aviation Q2 loss widens 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.

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 Notes The 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 more Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ Palantir’s record run tests investor faith as valuation soars to S&P 500 peak 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.

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 Calendar Dividend Roundup 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.