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)

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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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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.

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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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