Wall Street Breakfast

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more
U.S. holiday spending likely to see sharpest decline since pandemic - PwC
NuScale surges on partnership with TVA for 6 GW of small modular reactors
Blackstone buys $819 million worth trophy office in central Paris

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Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)

Show Notes
The most overbought global stock markets  

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Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: FTNT, ULCC, and more
Trump says India offered to cut tariffs to zero, slams purchase of Russian oil and arms
Metaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoin
Bessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - report

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The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)

Show Notes 
Earnings Calendar

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Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).

Show Notes
Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
More Volatility Ahead In This AI Bull Market

Episode transcripts: seekingalpha.com/wsb

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Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58) Venture capitalist to be interim head of CDC. (2:02)    

Show Notes
Alibaba misses earnings expectations
UnitedHealth under pressure over loans  

Episode transcripts: seekingalpha.com/wsb  
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Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40)

Show Notes
Lumber on the brink of bear market territory as tariff-driven rally fizzles outTeva gets FDA nod for generic version of Novo's weight loss drug
Pending home sales dip 0.4% in July, weaker than expected

Episode transcripts: seekingalpha.com/wsb

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Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sales continue to slide. (3:25)    

Show Notes
Snowflake rallies as AI boosts revenue
YouTube, Fox avert blackout for now  

Episode transcripts: seekingalpha.com/wsb  
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Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50).

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'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10
Trump admin outlines rare earth plan to break China's dominance
Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job

Episode transcripts: seekingalpha.com/wsb

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Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15).

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The firing of Lisa Cook might be a warning for Powell
IBM and AMD join hands to build future computing
Gilead granted EU nod for twice-yearly HIV PrEP therapy
AT&T strikes $23B deal to buy spectrum licenses from EchoStar

Episode transcripts: seekingalpha.com/wsb

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