Wall Street Breakfast

Citi names Apple its top AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25)

Show Notes
Markets minted more 401(K) millionaires in Q2, marking new high
Chinese media issues warning on 'irrational' iron ore spike

Episode transcripts: seekingalpha.com/wsb
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Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NVDA, CRM, AFRM, and more
Nippon Steel offers additional $1.3B spending on US Steel plants
Senator Rick Scott questions Intel CEO on job cut despite $20B grants - report
Markets minted more 401(K) millionaires in Q2, marking new high

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Nvidia cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58)

Episode transcripts: seekingalpha.com/wsb
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XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: ELF, AMBA, and more
FDA approves Illumina's TruSight Oncology biomarker test
Warren Buffett's Berkshire Hathaway may soon join the $1T club
NFL greenlights private equity stakes in teams for the first time

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Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26)

Show Notes
Coca-Cola is called a top pick at Morgan Stanley
Nvidia could see more than 9% upside on its reporting day

Episode transcripts: seekingalpha.com/wsb
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Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PARA, TCOM, and more
Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content
Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo and Baidu
Albertsons may have to sell itself, close stores, cut jobs if it can't merge with Kroger

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Activist Elliott calls for Sept. 9 meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15)

Show Notes
Stocks most loved and shunned by hedge and mutual funds
Telegram backs CEO Pavel Durov as his arrest prompts online backlash

Episode transcripts: seekingalpha.com/wsb
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Kroger (KR) set to battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA) Starliner. (01:43) Earnings preview: Nordstrom (JWN). (02:45)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: SIRI, XPEV, and more
Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict
This sector is seen as being the most impacted by the 2024 U.S. election
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Canada labor board orders rail employees back to work, imposes binding arbitration

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AI chip demand has looked strong, but NVDA faces lofty expectations. (0:18)  Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36) Telegram founder arrested. (4:23)

Show Notes
Nvidia earnings previews
‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
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Jerome Powell says 'the time has come for policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points of rate cuts this year. (1:23)

Show Notes
A brief history of Jerome Powell's past Jackson Hole speeches

Episode transcripts: seekingalpha.com/wsb
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