Wall Street Breakfast

Biden endorses VP Kamala Harris. (0:17) Tesla robotaxi and AI initiatives could balance core auto struggles. (1:54) The world emerges from the blue screen of death. (6:56)Show NotesEarnings calendarDividend RoundupSteven Bavaria Takes Investors Inside The Income FactoryEpisode 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.

Major tech outage from CrowdStrike (CRWD) hits Microsoft (MSFT) systems worldwide. (00:22) Netflix (NFLX) tops financial, user expectations, though cash flow growth pauses. (01:35) Align (ALGN) reportedly launching sales initiative through Costco. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CRWD, PLUG, HE, and moreWhy 'unloved' small-cap stocks are in store for a strong second half - Carson's DetrickSF Fed chief Daly says price stability yet to be achieved, 'we're not there yet'D.R. Horton Q3 earnings and revenue beat; announces $4B stock buybackSign 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.

AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34)Show NotesNot the time to buy the dip - GoldmanEpisode 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.

Restaurant M&A: Darden Restaurants (DRI) acquires Chuy's Holdings (CHUY) for $605M. (00:24) Warner Bros. Discovery (WBD) said to be weighing split of streaming, studio businesses. (01:41) Beyond Meat (BYND) said to talk with bondholders over restructuring. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NOK, TSM, and moreNetflix ad-tier growth in focus during Q2 earningsAir-safety officials schedule 2 days of hearings about Boeing 737Google, Samsung chatbot deal falls under EU scrutiny: reportSign 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.

Money continues to look for other homes away from overcrowded tech. (0:16) Five Below has Wall Street crying 'mea culpa!' (2:49) Small-caps are back - here's where to buy. (5:18)Show NotesEli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drugGitLab soars as Google-backed firm eyes saleEpisode 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.

Spirit Airlines (SAVE) dips on weak Q2 outlook, non-ticket revenue landed lower. (00:24) Spot ether (ETH-USD) ETFs likely to start trading as early as July 23 - report. (01:28) Musk moving SpaceX to Texas, calls California transgender law 'the final straw'. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SAVE, ASML, and moreTrumponomics: Trump details plan for economy, Wall Street and foreign policyadidas raises its full-year outlook after robust Q2 performanceWarner Bros. Discovery reportedly to undergo a 'significantly smaller' round of layoffsSign 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.

Core retail sales see the best month since January 2023. (0:16) GM backs off its big EV prediction for 2024. (3:49) Stifel still sees a market correction. (4:51)Show NotesBank of America Q2 earnings top consensus on strong sales and tradingCharles Schwab stock slides as stock buybacks stay on hold in Q2 earnings callEpisode 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.

Retail blockbuster: Amazon Prime Day (AMZN) is expected to set a record as discounting ramps up. (00:32) Trump picks Ohio Senator Vance as running mate; Rumble (RUM) shares jump. (02:06) Starboard tells Match Group (MTCH) to fix Tinder issues and margins or go private. (03:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DJT and MTCHBlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skepticBack-to-school spending likely to remain unchanged this yearElon Musk says the robotaxi team has extra time to update the design before the big reveal eventSign 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.

Goldman Sachs declares a quarterly dividend of $3 per shares. (0:16) The 30-year yield tops the 2-year for the first time since January. (1:26) Hedge funds keep selling tech. (8:10)Show NotesRaymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced InNvidia faces French probe over anti-competitive practicesWalmart continues to add more restaurant chains to its storesEpisode 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.

Google's (GOOG) (GOOGL) biggest acquisition: plans to buy cybersecurity startup Wiz for $23B - report. (00:29) Trump Media (DJT) skyrockets 70% as markets reopen following assassination attempt. (01:39)  Smithfield Foods (WHGLY) to be listed on U.S. exchange, Chinese parent says. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DJT and crypto stocksBurberry ropes in Joshua Schulman as CEO, issues profit warningInvestors weigh effects of Trump shooting on election, marketsElon Musk says he was target of 2 assassination attemptsWhat can Coach v Michael Kors tell us about Lululemon's future?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.

Former president says he is OK after rally shooting. (0:16) Netflix highlights earnings week. (1:39) Dividend calendar. (2:15)Show NotesGoldman lists its top 25 tactical trades for earnings seasonEpisode 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.

Big banks Q2 earnings expected to show rebounding IB, soft loan growth. (00:21) Tesla (TSLA) falls 7% on reports that the robotaxi event is delayed until October. (01:36) Dollar General (DG) to pay $12M fine for workplace safety violations. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: TSLA, ERIC, and moreSA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7PayPal may profit from Apple-EU settlement, analyst saysAI made up a third of all VC funding this quarter, U.S. companies taking the lead - DataTrekSign 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.

Core CPI falls to the lowest level in three years. (0:16) Treasury yields tumble, along with the greenback. (1:45) Delta warns of lower fare discounting. (2:55)Show NotesS&P 'defiant' behaviorPfizer advances development of once-daily weight-loss pillWho could potentially replace Tesla in Magnificent 7?MicroStrategy to execute 10-for-1 stock splitEpisode 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.

Costco (COST) reports a 7.4% rise in June net sales, hikes membership fees. (00:29) HubSpot (HUBS) sinks after report Google shelved acquisition plans. (01:30) NBA sets up deals with NBC, Amazon, ESPN — but TNT can still match: Athletic. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: COST, AA, and moreMicrosoft dodges EU antitrust probe with €20M settlement - reportElectric stuff: Tesla's business that may have more promise than autos, robots, or FSDSamsung unveils slate of new AI-powered Galaxy devicesUpdate on UBS ‘Global top list’ of stocksSign 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.

Goldman hikes target, but Bill Gross says Tesla trades like a meme stock. (0:16) Samsung's 'indefinite' strike. (3:20) Citi says take AI profit. (4:03)Show NotesCarvana adds features to make it easier to buy electric vehiclesBaidu climbs after Beijing proposes draft rules for robotaxisEpisode 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.

Albemarle (ALB) plunges to lowest in nearly four years as lithium prices keep sliding. (00:23) Commercial real estate risk may last for years, Fed's Powell warns. (01:40) Oracle (ORCL) dips after potential server deal with xAI falls apart. (02:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BIDU, LZ, and moreMusk claims new Tesla Optimus design will be completed in 2024Albertsons, Kroger list stores to be sold in merger ahead of trial next monthMicrosoft and Apple ditch OpenAI seats amid antitrust scrutiny - reportSign 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.

Fed chief says 'elevated inflation is not the only risk.' (0:16) Mounjaro tops Ozempic in study. (3:32) Warren Buffett value indicator tops dot-com levels. (4:47)Show NotesNvidia, Micron, others in focus as KeyBanc boosts targets after chip checksFederal Reserve considers tweaking GSIB surcharge for U.S.'s biggest banksEpisode 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.

Beryl hits Texas: Houston sees widespread power outage, heat alert issued (CNP). (00:20) Tesla (TSLA) rival BYD (BYDDF) to build $1B EV plant in Turkey. (01:18) Stellantis (STLA) to have 30 hybrid models available in Europe this year. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BP, INTC, and moreStudy finds patients lost more weight on Mounjaro than OzempicBig Lots sets another all-time low as risk of bankruptcy loomsU.S. consumer credit expands by $11.4B in May, exceeding consensusSign 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.

Merger Monday deals in beverages, energy, drugs and entertainment. (0:15) Hedge funds like commodity-linked stocks. (2:35) Apple iPhone sales said to be shoring up. (3:17) Show NotesTSA boarding numbers show no signs of the economy slowing down - ApolloUBS boosts NVDA target as checks confirm demand still 'exceedingly robust'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.

Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PARA, GRFS, and moreParamount and Skydance agree to merge, shaking up entertainment industryMerger Monday: Carlsberg to buy Britvic in $4B dealSA Asks: What's a good alternative stock to Nvidia?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.