Wall Street Breakfast

A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)

Show Notes
Stocks with the highest ROIC but not the highest valuation
Apple and Meta have held talks about AI partnership
GLP-1 drugs linked to reduced dementia risk: study
Earnings Calendar

Episode transcripts seekingalpha.com/wsb
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Qualcomm (QCOM) dips following reports of AI laptop struggles; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, following lead of U.S. and EU. (01:19) WHO warns on fake versions of Novo Nordisk's (NVO) Ozempic. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: Biggest stock movers: ASAN, SWBI, and more
Unprofitable growth stocks with a path to profitability - GS
Top 10 Info Tech stocks according to SA Quant Ratings
SoftBank boss regrets Nvidia stake sale, calling it 'the fish that got away'

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Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump. (2:09) UBS spies small-cap outperformance. (5:38)

Show Notes
Seeking Alpha Investing Summit insight
Nvidia ahead in 'big tech race' to $4T as GPUs are tech's 'new gold or oil'
Kroger rallies after topping Q1 estimates, backing full-year profit guidance

Episode transcripts seekingalpha.com/wsb
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Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI company. (00:56)  Netflix House (NFLX) to open in Pennsylvania, Texas next year. (01:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NVDA, DJT, and more
BlackRock sees no AI bubble and says AI winners will drive market returns for a while
Accenture plans to buy Fibermind - a network services player in Italy
U.S. homebuilder sentiment declines for the second month

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Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety about 2nd half of the year (2:50). Apple price target raised; tech bull market 'is just starting.' (4:00). Crypto eventually going to be in every portfolio (7:20).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Nvidia rises after Rosenblatt sets Street High PT of $200
Invesco sees two rate cuts this year while KPMG sees six in 2025; SA Summit
Apple's price target raised at J.P. Morgan on AI boost to iPhones
Tech bull market to last another 2–3 years
Powell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness Ahead





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U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount reduction, restructuring. (01:39) McDonald's (MCD) ends drive-thru AI partnership with IBM as it looks for a broad voice ordering solution. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
J.P. Morgan’s top picks within Defensives
Most shorted S&P 500 stocks in May
Biden set to reopen U.S. oil reserves if gasoline prices surge again - FT

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The Surgeon General calls for mental health warning on social media. (0:16) BofA gets more bullish on chips. (2:54) Evercore puts Street-high target of 6,000 on the S&P. (4:25)

Show Notes
Next Apple Watch likely to have larger screen sizes, be 3D printed
Five catalysts that could propel Costco even higher

Episode transcripts seekingalpha.com/wsb
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Toyota (TM) proxy advisers demand vote against chairman amid scandal. (00:25) Boeing (BA) whistleblower reports to FAA have jumped since 737 incident. (02:10) Federal Reserve is well poised to be patient on rate moves, Kashkari says. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Ozempic drives more demand for smaller clothes, WSJ reports
10 predictions on how artificial intelligence will reshape the world: UBS
SA Asks: What is the No. 1 cybersecurity threat facing companies today?

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Retail sales are expected to climb for the first time since January. (0:18) How can you build a rate-agnostic portfolio? (1:34) Deadpool & Wolverine set for a record open. (3:52)

Show Notes
Goldman Sachs raises its S&P 500 year-end target to a joint Street high at 5,600
Earnings calendar
Catalyst Watch

Episode transcripts seekingalpha.com/wsb
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China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oil. (5:11)

Show Notes
Chinese stocks with improving earnings momentum and expectations of margin expansion
Broadcom soars as Q2 results, stock split buoy hopes

Episode transcripts seekingalpha.com/wsb
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