Wall Street Breakfast

The Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44)

Show Notes 
Earnings Calendar
Dividend Roundup

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Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).

Show Notes: 
Waiting On Tech Earnings, Don't Overplay Market Seasonality
Alphabet Q2 2025 earnings call transcript
Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives
Chipotle Q2 2025 earnings call transcript

Episode transcripts: seekingalpha.com/wsb

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Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: INTC, PARA, and more
Google said to have bagged $1.2B cloud contract from ServiceNow
What analysts are saying about Tesla
Dow shares tumble as company swings to loss, slashes dividend amid global weakness

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Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)

Show Notes
Would replacing Powell at Fed really save on debt?  

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Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TSLA, IBM, and more
Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans
Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth
IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio

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A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)

Show Notes
Who is paying the tariffs so far?    

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Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to possible Musk return to U.S. politics
Palo Alto deal for SentinelOne would be a major strategic shift - analyst

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Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)

Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics

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SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer
Server hack on Microsoft affects 100 organizations - report
U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns

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Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)

Show Notes
Figma looks to raise $330 million in IPO

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