Wall Street Breakfast

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 . Show links:  Biggest stock movers Wednesday: ASML, GPN, and more...

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,...

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 . Show links:  Biggest stock movers Tuesday: NVDA, TTD, and more TikTok trying to propose Canada security solution amid looming...

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     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divi...

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 . Show links:  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...

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 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 Se...

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 Sign up for our daily...

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 . Show links:  Biggest stock movers Friday: Crypto stocks, and more Tesla applies...

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 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/subs...

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 . Show links:  Biggest stock movers Thursday: KLG, DAL, and more Autodesk considers acquisition of softwar...

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 Sign up for our dail...

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 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 Premiu...

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 s...

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 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...

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 . Show links:  Biggest stock movers Monday: TSLA, WNS, and more Stock index futures fall as Trump threat...

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 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 Seek...

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 Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra...

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 . Show links:  Biggest stock movers Thursday: TRIP, DDOG, and more Ford CEO: AI will replace...

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 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 Al...

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 . Show links:  Biggest stock movers Wednesday: VRNT, CNC, and more All 22 banks pass Fed's...

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 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri...

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 . Show links:  Biggest stock movers Tuesday: TSLA, AVAV, and more Musk threatens to oust Trump tax bill backers,...

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 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 See...

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 Ren...

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/...