Wall Street Breakfast

Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report
SA Asks: What's the most attractive robotaxi stock right now?

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Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37)

Show Notes 
Earnings Calendar
Dividend Roundup

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Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).

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New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson & Johnson Q2 2025 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

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Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
Sarepta plunges after third patient death tied to gene therapy - report
AI search startup Perplexity valued at $18B after new funding - report

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Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).

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Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King

Episode transcripts: seekingalpha.com/wsb

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Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook

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Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)

Show Notes
‘Red flare’ on housing market

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MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘world class’
Trump eyes drug, chip tariffs by month-end
Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says

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Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)

Show Notes
Stocks most and least likely to beat on earnings

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.

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief economist fires 'red flare' on housing market
Stocks most and least likely to beat their earnings expectations – BofA

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