Wall Street Breakfast

The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52)

Show Notes
CoreWeave to buy Core Scientific

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Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)

Episode transcripts seekingalpha.com/wsb.


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Biggest stock movers Monday: TSLA, WNS, and more
Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations
Carney says possible oil pipeline project is 'highly likely’ in Canada
Oracle is said to offer big discounts to U.S. government on software

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Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear. (1:54) Elon Musk announces American First party. (2:14)

Show Notes
Tech picks for Q3

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Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30)

Show Notes
Ford CEO says AI will take 50% of white collar jobs

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Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TRIP, DDOG, and more
Ford CEO: AI will replace half of all white-collar workers in U.S.
Datadog surges after placement on S&P 500
Google proposes fresh changes to search results to comply with EU's antitrust rules: report

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The two have held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poison pill. (2:35)

Show Notes
Quantum stock Rigetti gets a bull call

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Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris interview. (01:40) Thoma Bravo reportedly in talks to acquire Verint; shares rise in after-hours trading. (02:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: VRNT, CNC, and more
All 22 banks pass Fed's 2025 stress test on capital levels
Baidu revamps search engine with AI features, voice functionality - report
Chinese investors dump $5.9 billion worth of Tencent, Xiaomi, and Alibaba shares in June
Intel's new CEO said to weigh ending 18A marketing to new customers

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President Trump threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. (1:33) Rise of the Amazon machines. (3:22)

Show Notes
Top tech stocks for the rest of ‘25

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Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The Athletic. (01:32) Netflix boosts its live programming slate with a new NASA feed. (02:49)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: TSLA, AVAV, and more
Musk threatens to oust Trump tax bill backers, floats new political party
Hershey to remove artificial food dyes from products by 2027 - report
Tesla’s Europe slump deepens as Denmark, Sweden registrations fall over 60% in June

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The companies are reportedly battling over sales of the Switch 2 on Amazon U.S.  (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ races to big box office. (2:49)

Show Notes
Oracle rallies on CEO comments, upgrade

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