Wall Street Breakfast

Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33)

Show Notes
Goldman’s out-of-consensus picks    

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Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush

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Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)

Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks

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Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).

Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

Episode transcripts: seekingalpha.com/wsb

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Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: Crypto stocks, and more
Tesla applies to test robotaxis in Phoenix, Arizona - report
Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
Brazil tariff shock rattles Dutch Bros as coffee futures climb

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Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)

Show Notes
Disney+ adds more UK shows

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McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: KLG, DAL, and more
Autodesk considers acquisition of software firm PTC: report
Intel prices Mobileye share sale
Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report

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Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).

Show Notes
Copper retreats from record high, crude oil gains after EIA forecast
U.S. stock futures inch higher as tariff updates remain in focus

Episode transcripts: seekingalpha.com/wsb

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New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)

Show Notes
Goldman, BofA up S&P targets

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Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WOLF, CIEN, and more
Trump says U.S. will send more weapons to Ukraine after last week's pause
Epic Games settles antitrust app store case against Samsung
China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains

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