Wall Street Breakfast

Here come the 2024 Olympic Games: Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DXCM, COUR, and more
Bitcoin 2024: Trump set to woo crypto industry
Barack and Michelle Obama endorse Kamala Harris for president
Nvidia dethrones Tesla on IBKR's most-active list, CrowdStrike in at third after outage
Lululemon downgraded as athleisure falling out of favor, Breezethrough leggings pulled

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.

GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge, driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity drug. (3:35)  

Show Notes
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
The correction happening in stocks is 'far from over'

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.

Boeing (BA) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: F, CMG, and more
The correction happening in stocks is 'far from over,' IBKR says
Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report
Succession feud: Rupert Murdoch moves to ensure media empire's conservative stance

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.

Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48)

Show Notes
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps

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.

Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, V, DB, and more
Apple dabbles with foldable iPhone, eyes possible 2026 release: reports
Alphabet beats as search, Cloud come through and profit jumps
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIG

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 crypto-based ETFs moved slightly lower on first day of trading (0:16). Coca-Cola smashes organic sales. (2:15) CrowdStrike CEO called to Capitol Hill. (3:51)

Show Notes
Delta struggles to resume operations
AI startup Cohere sees valuation soar to $5.5B

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.

Wiz turns down Google's (GOOG) (GOOGL) $23B acquisition deal - report. (00:23) WBD taps matching rights in attempt to stay on NBA deal. (01:23) Mattel (MAT) jumps after report PE firm L Catterton made takeover approach. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NXPI, CCK, and more
New presidential contender Harris seen as tougher oil industry foe than Biden
CrowdStrike slips as Guggenheim, BTIG downgrade following global outage
Kronos Worldwide announces private offering

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.

Wall Street futures edge up as Biden drops out; China cuts rates. (00:24) Goodyear to sell Off-the-Road tire business to Yokohama for $905 million. (01:51)  Woodside Energy to buy Driftwood LNG developer Tellurian in $1.2B deal. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: RYAAY, CRWD, and more
Kamala Harris' potential impact on health care stocks
Quick service restaurants face disgruntled consumers and nervous investors
SA Asks: Which chip companies could weather an attack on Taiwan?

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.

Biden endorses VP Kamala Harris. (0:17) Tesla robotaxi and AI initiatives could balance core auto struggles. (1:54) The world emerges from the blue screen of death. (6:56)

Show Notes
Earnings calendar
Dividend Roundup
Steven Bavaria Takes Investors Inside The Income Factory

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.

Major tech outage from CrowdStrike (CRWD) hits Microsoft (MSFT) systems worldwide. (00:22) Netflix (NFLX) tops financial, user expectations, though cash flow growth pauses. (01:35) Align (ALGN) reportedly launching sales initiative through Costco. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: CRWD, PLUG, HE, and more
Why 'unloved' small-cap stocks are in store for a strong second half - Carson's Detrick
SF Fed chief Daly says price stability yet to be achieved, 'we're not there yet'
D.R. Horton Q3 earnings and revenue beat; announces $4B stock buyback

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.