Wall Street Breakfast

Paramount (PARA) adds to gains with plans to cut 15% of U.S. workforce. (00:23) Taiwan Semiconductor's (TSM) July sales surge nearly 45% amid AI chip demand. (01:21) Amazon (AMZN) to let TikTok (BDNCE) users shop select products without leaving the video app - report. (02:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARA, TTD, and more
Donald Trump thinks the president should have a say on monetary policy - report
Richmond Fed's Barkin says hiring is slowing, but layoffs still remain low
Delta warns of $380M revenue hit from CrowdStrike outage

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.

Intel (INTC) shareholders sue: chipmaker was hiding problems. (00:24) Boeing (BA) boosts output of key Patriot missile components. (01:34) Costco (COST) to scan membership cards at store entrances to deter non-members. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: WBD, MNST, and more
Monster Beverage falls after cautious guidance, reversal in alcohol sales
Airbnb losses accelerate as market continues to digest soft outlook for travel
Citi spotlights 33 stocks in what it calls its ‘post pullback shopping list’

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.

Household debt rises modestly in Q2: New York Fed Household Debt Report. (00:22) Cannabis MSOs rise as Harris picks pro-marijuana Gov. Tim Walz as running mate. (01:43) Hyundai (HYMTF) to invest $28M in Thailand for EV assembly and batteries. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock today: SMCI, LUMN, and more
Microsoft says Delta declined 'repeated' assistance after CrowdStrike-linked outage
NBA's telecast deal with Amazon has 'several provisions' Warner couldn't match - WSJ
Fed emergency rate cut? Pantheon Macro, BofA, and Goldman CEO don't think so
Disney hikes prices for Disney+, Hulu and ESPN+ plans in U.S.

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.

Google (GOOG) (GOOGL) loses antitrust suit over search payments; stock declines further. (00:22) Southwest Airlines (LUV) gains as activist Elliott files 13D filing. (01:18) SunPower (SPWR) files for bankruptcy, enters stalking horse asset purchase deal with Complete Solaria (CSLR). (01:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PLTR, LCID, and more
Market Opportunity In Today's Uncertain Market
Warner Bros. Discovery wants to avoid break-up of company - report
Jefferies thinks Netflix might raise prices by year end helped by 'impressive content slate'
FDA indicates Lilly, Novo weight-loss drug shortages easing

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.

Mars in advanced talks to purchase Kellanova (K) - WSJ. (00:21) Coca-Cola (KO) to pay $6 billion in IRS back taxes case, appeal ruling. (01:12) Chevron (CVX) moving to Texas, says California policies discourage investment and hurt consumers. (01:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Selloff rocks the globe as markets start the week in panic mode
Earnings week ahead: Disney, Duke Energy, Palantir, Shopify, Uber and more
Buffett's Berkshire Hathaway cuts massive Apple stake by nearly 50% in Q2
Blame game: CrowdStrike hits back at Delta Air Lines over litigation threat

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 Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time to get out of dividend plays (7:15).This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show links: 
How To Make Better Decisions In Any Financial Market
Fed Chair Powell’s message was what the markets ‘wanted and needed to hear’ 
The 20+ Year US Treasury is up for 7 days straight

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.

Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AMZN, INTC, and more
Snap dives 23% on narrow revenue miss, light earnings outlook
Uranium stocks plummet as world's top producer hikes production outlook
NFL's $4.7B verdict in Sunday Ticket case tossed out by judge
Warren Buffett's Berkshire sells more Bank of America stock

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 Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40)

Show Notes
Continuing jobless claims highest since November 2021
Arm Holdings sinks as Wall Street defends after Q1 results, guidance

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.

The Federal Reserve keeps rates unchanged, brings more focus to jobs market. (0:14) Fed chief Jay Powell says September cut is on the table. (0:50) Stocks rally, led by the Nasdaq. (1:52)

Show Notes
Favorite high-yield dividend stocks - BMO
Boeing names Kelly Ortberg as next chief executive

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.