Wall Street Breakfast

Goldman Sachs declares a quarterly dividend of $3 per shares. (0:16) The 30-year yield tops the 2-year for the first time since January. (1:26) Hedge funds keep selling tech. (8:10)

Show Notes
Raymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced In
Nvidia faces French probe over anti-competitive practices
Walmart continues to add more restaurant chains to its stores

Episode transcripts: seekingalpha.com/wsb
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Google's (GOOG) (GOOGL) biggest acquisition: plans to buy cybersecurity startup Wiz for $23B - report. (00:29) Trump Media (DJT) skyrockets 70% as markets reopen following assassination attempt. (01:39)  Smithfield Foods (WHGLY) to be listed on U.S. exchange, Chinese parent says. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT and crypto stocks
Burberry ropes in Joshua Schulman as CEO, issues profit warning
Investors weigh effects of Trump shooting on election, markets
Elon Musk says he was target of 2 assassination attempts
What can Coach v Michael Kors tell us about Lululemon's future?

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Former president says he is OK after rally shooting. (0:16) Netflix highlights earnings week. (1:39) Dividend calendar. (2:15)

Show Notes
Goldman lists its top 25 tactical trades for earnings season

Episode transcripts: seekingalpha.com/wsb
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Big banks Q2 earnings expected to show rebounding IB, soft loan growth. (00:21) Tesla (TSLA) falls 7% on reports that the robotaxi event is delayed until October. (01:36) Dollar General (DG) to pay $12M fine for workplace safety violations. (02:42)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: TSLA, ERIC, and more
SA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7
PayPal may profit from Apple-EU settlement, analyst says
AI made up a third of all VC funding this quarter, U.S. companies taking the lead - DataTrek

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Core CPI falls to the lowest level in three years. (0:16) Treasury yields tumble, along with the greenback. (1:45) Delta warns of lower fare discounting. (2:55)

Show Notes
S&P 'defiant' behavior
Pfizer advances development of once-daily weight-loss pill
Who could potentially replace Tesla in Magnificent 7?
MicroStrategy to execute 10-for-1 stock split

Episode transcripts: seekingalpha.com/wsb
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Costco (COST) reports a 7.4% rise in June net sales, hikes membership fees. (00:29) HubSpot (HUBS) sinks after report Google shelved acquisition plans. (01:30) NBA sets up deals with NBC, Amazon, ESPN — but TNT can still match: Athletic. (02:20)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: COST, AA, and more
Microsoft dodges EU antitrust probe with €20M settlement - report
Electric stuff: Tesla's business that may have more promise than autos, robots, or FSD
Samsung unveils slate of new AI-powered Galaxy devices
Update on UBS ‘Global top list’ of stocks

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Goldman hikes target, but Bill Gross says Tesla trades like a meme stock. (0:16) Samsung's 'indefinite' strike. (3:20) Citi says take AI profit. (4:03)

Show Notes
Carvana adds features to make it easier to buy electric vehicles
Baidu climbs after Beijing proposes draft rules for robotaxis

Episode transcripts: seekingalpha.com/wsb
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Albemarle (ALB) plunges to lowest in nearly four years as lithium prices keep sliding. (00:23) Commercial real estate risk may last for years, Fed's Powell warns. (01:40) Oracle (ORCL) dips after potential server deal with xAI falls apart. (02:45)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: BIDU, LZ, and more
Musk claims new Tesla Optimus design will be completed in 2024
Albertsons, Kroger list stores to be sold in merger ahead of trial next month
Microsoft and Apple ditch OpenAI seats amid antitrust scrutiny - report

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Fed chief says 'elevated inflation is not the only risk.' (0:16) Mounjaro tops Ozempic in study. (3:32) Warren Buffett value indicator tops dot-com levels. (4:47)

Show Notes
Nvidia, Micron, others in focus as KeyBanc boosts targets after chip checks
Federal Reserve considers tweaking GSIB surcharge for U.S.'s biggest banks

Episode transcripts: seekingalpha.com/wsb
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Beryl hits Texas: Houston sees widespread power outage, heat alert issued (CNP). (00:20) Tesla (TSLA) rival BYD (BYDDF) to build $1B EV plant in Turkey. (01:18) Stellantis (STLA) to have 30 hybrid models available in Europe this year. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: BP, INTC, and more
Study finds patients lost more weight on Mounjaro than Ozempic
Big Lots sets another all-time low as risk of bankruptcy looms
U.S. consumer credit expands by $11.4B in May, exceeding consensus

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