Wall Street Breakfast

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.

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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

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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.

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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?

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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
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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.

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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

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AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34)

Show Notes
Not the time to buy the dip - Goldman

Episode transcripts: seekingalpha.com/wsb
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Restaurant M&A: Darden Restaurants (DRI) acquires Chuy's Holdings (CHUY) for $605M. (00:24) Warner Bros. Discovery (WBD) said to be weighing split of streaming, studio businesses. (01:41) Beyond Meat (BYND) said to talk with bondholders over restructuring. (03:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NOK, TSM, and more
Netflix ad-tier growth in focus during Q2 earnings
Air-safety officials schedule 2 days of hearings about Boeing 737
Google, Samsung chatbot deal falls under EU scrutiny: report

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Money continues to look for other homes away from overcrowded tech. (0:16) Five Below has Wall Street crying 'mea culpa!' (2:49) Small-caps are back - here's where to buy. (5:18)

Show Notes
Eli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drug
GitLab soars as Google-backed firm eyes sale

Episode transcripts: seekingalpha.com/wsb
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Spirit Airlines (SAVE) dips on weak Q2 outlook, non-ticket revenue landed lower. (00:24) Spot ether (ETH-USD) ETFs likely to start trading as early as July 23 - report. (01:28) Musk moving SpaceX to Texas, calls California transgender law 'the final straw'. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: SAVE, ASML, and more
Trumponomics: Trump details plan for economy, Wall Street and foreign policy
adidas raises its full-year outlook after robust Q2 performance
Warner Bros. Discovery reportedly to undergo a 'significantly smaller' round of layoffs

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Core retail sales see the best month since January 2023. (0:16) GM backs off its big EV prediction for 2024. (3:49) Stifel still sees a market correction. (4:51)

Show Notes
Bank of America Q2 earnings top consensus on strong sales and trading
Charles Schwab stock slides as stock buybacks stay on hold in Q2 earnings call

Episode transcripts: seekingalpha.com/wsb
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Retail blockbuster: Amazon Prime Day (AMZN) is expected to set a record as discounting ramps up. (00:32) Trump picks Ohio Senator Vance as running mate; Rumble (RUM) shares jump. (02:06) Starboard tells Match Group (MTCH) to fix Tinder issues and margins or go private. (03:07)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: DJT and MTCH
BlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skeptic
Back-to-school spending likely to remain unchanged this year
Elon Musk says the robotaxi team has extra time to update the design before the big reveal event

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