Wall Street Breakfast

Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)

Show Notes 
Earnings Calendar
Dividend Roundup

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Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12)

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Biggest stock movers Friday: AMAT, UNH, and more
Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays
Cathie Wood bets big on Bullish IPO, buys over 2.5M shares
Oracle to offer Google’s Gemini AI models to its customers

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The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)

Show Notes
Ethereum to $15,000 by year end?  

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Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)

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Biggest stock movers Thursday: COHR, RRGB, and more
Foxconn sees AI server demand growing after Q2 profit soars
Two Pentagon projects set to be axed, risking costly do-over - report
Cisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driver

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CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)

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Biggest stock movers Wednesday: CRWV, INTA, and more
Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’
Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report
AI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJ

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The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)

Show Notes
Citi boosts its S&P target  

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Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45)

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Biggest stock movers Tuesday: Pot stocks, BBAI, and more
China urges firms not to use Nvidia's H20 chips, Bloomberg reports
Trump signals openness to Nvidia selling scaled-back Blackwell to China
Archer Aviation Q2 loss widens

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AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)

Show Notes
The best sectors for tactical investors  

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U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Crypto stocks, AI, and more
Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes
Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ
Palantir’s record run tests investor faith as valuation soars to S&P 500 peak

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The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)

Show Notes 
Earnings Calendar
Dividend Roundup


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