Wall Street Breakfast

Merger Monday deals in beverages, energy, drugs and entertainment. (0:15) Hedge funds like commodity-linked stocks. (2:35) Apple iPhone sales said to be shoring up. (3:17) 

Show Notes
TSA boarding numbers show no signs of the economy slowing down - Apollo
UBS boosts NVDA target as checks confirm demand still 'exceedingly robust'

Episode transcripts: seekingalpha.com/wsb
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Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARA, GRFS, and more
Paramount and Skydance agree to merge, shaking up entertainment industry
Merger Monday: Carlsberg to buy Britvic in $4B deal
SA Asks: What's a good alternative stock to Nvidia?

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Major banks are the start of quarterly results. (0:17) Consumer inflation is expected to fall annually. (3:10) The big thing about Nvidia. (5:37)

Show Notes
Farewell to the famous Tropicana

Episode transcripts: seekingalpha.com/wsb
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Labour wins U.K. election by a landslide (0:22). Bitcoin slumps below $58K (1:15). Honda and Nissan eye collaboration (1:50). June nonfarm payrolls expected to reflect softening labor market (2:20).

Show Notes:
Bitcoin slumps below $58K for the first time in two months
Labour wins U.K. election, sweeping to power by a landslide
Automakers Honda and Nissan eye collaboration on software and EV charging

Episode transcripts: seekingalpha.com/wsb

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The Nasdaq and S&P gained led by big names in shortened session. (0:17) FOMC minutes show Fed members wanting more data before rate move. (3:48) Jeff Bezos sells $5 billion in Amazon stock. (5:04)

Show Notes
Odds of Harris getting Democratic nomination now even with Biden
JPMorgan chief global markets strategist Marko Kolanovic said to leave bank

Episode transcripts: seekingalpha.com/wsb

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FTC sues to block Tempur Sealy's (TPX) $4B purchase of Mattress Firm. (00:23) EV maker Rivian (RIVN) has no production plans with Volkswagen - report. (01:42) Eli Lilly (LLY) wins FDA approval of donanemab for Alzheimer's. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARAA, CVAC, and more
Deutsche Bank’s Fresh Money list for Q3
The stocks with the most extreme upside in Q2 - Piper Sandler
Skydance, NAI come to new deal on Paramount merger - WSJ

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Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)

Show Notes
The top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofA
M&A thrills: Meet the new theme park sector giant
SA subscribers believe this will be the top-performing S&P 500 stock in H2

Episode transcripts: seekingalpha.com/wsb

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Paramount (PARA) (PARAA) talking with potential partners to merge streaming - CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn's (CONN) may file for Chapter 11 bankruptcy - report. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARA, INCY, and more
Where Morgan Stanley sees pockets of safety as S&P 500 faces 'technical fragility'
Will BYD beat Tesla again in the EV sales race?
Salesforce shareholders reject pay package for CEO Marc Benioff, top execs

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Keith Gill discloses 6.6% stake in Chewy and is named in pump-and-dump class action. (0:15) Manufacturing activity contracts again. (2:20) Tech industry turns to nuclear for AI power demands. (4:40)

Show Notes
AI megacap stocks face a tough valuation test this earnings season

Episode transcripts: seekingalpha.com/wsb

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BlackRock (BLK) to buy data provider Preqin in $3.2B deal. (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) takeover for $37.25 a share. (01:05) EU to charge Meta over ‘pay or consent’ model - report. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: SPR and LI
Surveillance network: FedEx, retailers said to be sharing AI camera feeds with cops
Rising drug costs force a third of Americans to leave prescriptions unfilled: report
A second Trump administration may be more lenient towards antitrust enforcement - JPMorgan

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