Wall Street Breakfast

Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).

Episode transcripts: seekingalpha.com/wsb

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Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth
Home sales falling through at highest rate in years
Abercrombie & Fitch announces fashion partnership with NFL

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The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)

Show Notes 
Earnings Calendar
Dividend Roundup

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Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).

Episode transcripts: seekingalpha.com/wsb

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Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks
Chip stocks gain after Fed Chair Powell's speech at Jackson Hole
Cleveland Fed Pres. Hammack: Inflation is too high and trending higher

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Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: ZM, NIO, and more
Elon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bid
Nvidia to halt work on China-focused H20 AI chip - report
Tesla's fastest Cybertruck variant now costs $15,000 higher in the U.S.

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Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: COTY, NDSN, and more
Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS
Palantir shorts reap billions amid selloff - report
10 standout tech stocks to watch as the Nasdaq slides

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Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination. (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32) Graphic design platform Canva initiates share sale at $42B valuation amid IPO push - report. (02:07)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: FUTU, ALC, and more
U.S. expands 50% steel, aluminum tariffs to 407 products, including auto parts
Individual investors likely to slow stock buys in September – Citadel’s Scott Rubner
How does Viking’s oral obesity drug stand up to those of Eli Lilly and Novo?

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Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data. (2:43)

Show Notes
The Not-So-Nifty 50 revival stocks

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Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: PANW, BLNK, and more
Zelenskyy courts Trump with $90B defense package for U.S. protection
Nvidia said to develop new AI chip for China that beats the H20
Arm Holdings said to poach Amazon AI chip exec

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Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes private for $9 a share. (2:16)

Show Notes
Stocks retail investors love the most  

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Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NVO, DAY, and more
Stocks retail investors like the least
Stocks retail investors love the most
Tesla almost halves monthly leasing payments in UK as sales drop - report

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