Wall Street Breakfast

Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)

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Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?

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Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)     

Show Notes
The AI pendulum has swung too far

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Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)

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Biggest stock movers Tuesday: ABVX, AVAV, and more
Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'
Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit
U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns

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NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)     

Show Notes
The biggest contributors to S&P earnings growth

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South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58) 

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Biggest stock movers Monday: GME, BTI, and more
Dutch World Cup fans discover America’s biggest attraction: Its suburbs
DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ
Bank of America sees summer stock market pullback before possible year-end rally

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June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)  

Show Notes
Earnings Calendar
Dividend Roundup

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Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11)

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Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20) 

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Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest U.S. retailer. (2:39)     

Show Notes
Apple boosts price due to memory shortage

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Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)

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Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and more
Qualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029
Brain drain: Alphabet set to lose two more AI researchers, report says
JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks

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