The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)

Show Notes
Don’t jump out of the saddle when stocks slide

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Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)

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Biggest stock movers Tuesday: PLTR, HIMS, and more
Taiwan Semi starts legal actions against potential trade secret violators - report
Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita
Vertex Pharmaceuticals stock falls as pain drug fails in phase 2

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The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)

Show Notes
Tyson Foods rallies after higher beef prices power a beat-and-raise quarter

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Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)

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Biggest stock movers Monday: BLDE, COMM, and more
Amphenol set to acquire CommScope unit in $10.5B deal - report
Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS
SA Graphics: Here are the biggest S&P 500 winners and losers in July

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With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49)

Show Notes 
Earnings Calendar
Dividend Roundup

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Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).

Show Notes: 
Wall Street slumps to a negative close as trade jitters counter earnings euphoria
UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates

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Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)

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Biggest stock movers Friday: AMZN, FIG, and more
Amazon posts a powerhouse quarter again; shares fall as guidance is weighed
Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'
Trump issues 60-day ultimatum for big pharma to lower drug prices

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Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46)  

Show Notes
Tesla robotaxi chauffeurs?  

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Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)

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Biggest stock movers Thursday: META, MSFT, and more
Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate
Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush
Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates

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The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)

Show Notes
Q2 GDP tops forecasts, but underlying growth a worry  

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