Wall Street Breakfast

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

Episode transcripts: seekingalpha.com/wsb

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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)

Episode transcripts seekingalpha.com/wsb.

Show links: 
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?  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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)

Episode transcripts seekingalpha.com/wsb.

Show links: 
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  

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, SOFI, LC, and more
SoFi Technologies stock stumbles after pricing $1.5B share offering
Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance
Meta faces Italian regulator's probe over AI service in WhatsApp

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UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern Southern seal merger. (5:07)

Show Notes
UPS fails to provide outlook amid macro uncertainty  

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Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav; Wiedenfels to head networks unit 'Discovery Global'. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: TLRY, PHG, and more
U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips
Medicare Part D premiums will sharply rise in 2026 - report
Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report

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Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20).

Show Notes:
AI may hold the key to the U.S. debt problem Apollo economist says
Luckin Coffee's early test of U.S. expansion goes smoothly
LNG producers surge after Europe pledges $750B purchases in U.S. trade deal

Episode transcripts: seekingalpha.com/wsb

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Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52)  

Show Notes
Trump says a trade deal with China is close
Huawei unveils potential Nvidia rival
Investors shift to value amid meme froth

Episode transcripts: seekingalpha.com/wsb  
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