Wall Street Breakfast

UK-US trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout. (02:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: U.S. banks, JNPR, and more
Renewables industry reels as Senate megabill unveils new excise tax
Indonesia plans to cut import red tape, pitches critical minerals investment to U.S.
Tesla launches V4 superchargers in China

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Nonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bull vs. bear. (1:06) Senate GOP clears bill hurdle. (2:12)

Show Notes
Dividend Roundup

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.

Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode.

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Danielle DiMartino Booth On America's Game Of Thrones
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again
Should We Trust Economic Data? With Danielle DiMartino Booth

Episode transcripts: seekingalpha.com/wsb

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Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15).

Show links: 
S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again

Episode transcripts: seekingalpha.com/wsb

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Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: NKE, TM, and more
SA Asks: What are the best crypto stocks right now?
Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade
Enphase Energy surges to top of S&P 500 on solar tax credit optimism

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The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11)

Show Notes
Palantir signs deal with The Nuclear Company
JetBlue’s second-largest investor threatens to sell

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.

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: FUL, KTOS, and more
Meta recruits three OpenAI researchers for superintelligence push - WSJ
Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices
AT&T executives advocate shifting from copper landlines to fiber

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Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)

Show Notes
Nvidia gest new Street-high price target

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Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more
Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei
Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed
Top 10 S&P 500 performers year-to-date as the index nears record high

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The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)

Show Notes
Oil prices sink on Iran export expectations
Doughnut divorce
Speeding Tesla robotaxis

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.