Wall Street Breakfast

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)    

Show Notes 
The Trade Desk shares get hammered
Intel CEO reaffirms commitment to the company

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Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)

Show Notes
Warner Bros. Discovery mixed results  

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TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: ABNB, DKNG, and more
The Week After: How has MSFT performed since FQ4 earnings?
AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps
IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint

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The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)

Show Notes
The competition for ‘dip alpha’ is heating up  

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Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: AMD, ANET, SMCI, and more
Super Micro sinks as Q4 results, Q1 outlook falls short
Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification
AMD dips after earnings; revenue beats expectations, but data center growth slows

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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)

Episode transcripts seekingalpha.com/wsb.

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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)

Episode transcripts seekingalpha.com/wsb.

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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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