Wall Street Breakfast

Stellantis (STLA) shareholders sue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - report.  (01:35) Kroger (KR) pledges $1B in cuts to grocery items if it can complete Albertsons (ACI) deal - report. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: HRB, AMAT, and morePiper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and othersPepsiCo could be sued for misleading consumers on Gatorade protein bars - reportPershing Square doesn't expect Chipotle to miss a step with CEO's departureSign 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 sales allay recession worries with 1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49)Show NotesThe 'battleground' stocks shorted by hedge funds, owned by many long-onlysAlibaba posts mixed quarterly resultsEpisode 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.

SoftBank (SFTBY), Intel (INTC) talks to produce AI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—CrowdTangle despite pleas. (01:28) Serve Robotics (SERV) and Shake Shack (SHAK) roll out autonomous robot delivery via Uber Eats (UBER). (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CSCO, NKE, and moreCrypto bill can be passed this year, Schumer says, as Democrats woo industryGoogle says: Iranian group trying to access Biden-Trump campaign emailsWarren Buffett's Berkshire Hathaway's Q2 adds Ulta, sheds Snowflake, othersThe 'battleground' stocks shorted by hedge funds but owned by many long-only portfoliosSign 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 inflation keeps declining, but rents prove stubborn. (0:16) Nike could be the next activist target.. (3:33) Premier League turns to AI for offsides. (3:58)Show NotesVictoria’s Secret stock soars on prelim earnings beat, new CEONvidia, Coherent, Marvell, Apple supply chain updatesEpisode 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.

Candy maker-Mars strikes deal to buy Kellanova (K) for $30B - report. (00:24) Activist Elliott seeks 10 board seats at Southwest Airlines (LUV). (01:15) GRAIL (GRAL) to focus on multi-cancer early detection; cuts workforce by 30%. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NU, K, and moreJuly CPI in focus but keep watch on retail sales as growth risks stalk markets: GoldmanAutomakers lowered U.S. vehicle prices again in July and raised incentivesJustice Dept. considers push to break up Google: BloombergSign 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.

Starbucks shares jumped as it named Brian Niccol as its new CEO. (0:16) Wholesale inflation comes in soft. (1:49) Traders get jitters about Hawaiian Holdings deal. (4:12)Show NotesBofA’s Fund Manager Survey: Recession fears riseHome Depot points to weak consumer spending trendsEpisode 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.

CXApp (CXAI) soars on multi-million dollar deal with Google Cloud (GOOG). (00:25) KFC (YUM) expanding its $5 Value Meal to take on McDonald's (MCD) in price wars. (01:10) J&J (JNJ) makes headway in settling talc baby powder litigation: reports. (01:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: RUM, DELL, and moreSemiconductors could start recovering in October, BofA saysNASA watchdog hits Boeing on quality control problems with Space Launch SystemOxy Petroleum says CrownRock Holdings launches sale of 29.6M sharesSign 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.

After historic volatility shock, high fliers may offer cheap protection. (0:15) Robinhood catches an upgrade. (3:01) B. Riley plunges 50%. (3:52)Show Notes74 S&P 500 stocks that can beat the cash yieldStock market to stay choppy near term after historic volatility shockEpisode 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.

EV fires might spark new industry rules in South Korea. (00:27) LL Flooring (LL) commences voluntary Chapter 11 reorganization proceedings. (01:16) 'Deadpool & Wolverine' (DIS) surpasses $1B worldwide. (01:53) NBCUniversal (CMCSA) publishes impressive numbers as Olympics come to a close. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ESPR and HUMATesla pivots to pricier Cybertrucks; halts orders for cheapest versionEarnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco and moreEinhorn's Greenlight says it won't matter who wins the US election for marketsGoldman screens for post-selloff stocks with healthy fundamentals at a discountSign 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.

A soft CPI could mean a half-point Fed cut, but also hit stocks. (0:14) Walmart leads retail earnings. (2:33) Disney announces new films, attractions. (6:50) Show Notes42 high-quality, low beta stocks to better ‘sleep at night'Chinese robotaxi operator WeRide seeks up to $5B U.S. IPOFed Governor Bowman cautions against 'overreacting'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.

Paramount (PARA) adds to gains with plans to cut 15% of U.S. workforce. (00:23) Taiwan Semiconductor's (TSM) July sales surge nearly 45% amid AI chip demand. (01:21) Amazon (AMZN) to let TikTok (BDNCE) users shop select products without leaving the video app - report. (02:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PARA, TTD, and moreDonald Trump thinks the president should have a say on monetary policy - reportRichmond Fed's Barkin says hiring is slowing, but layoffs still remain lowDelta warns of $380M revenue hit from CrowdStrike outageSign 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.

Intel (INTC) shareholders sue: chipmaker was hiding problems. (00:24) Boeing (BA) boosts output of key Patriot missile components. (01:34) Costco (COST) to scan membership cards at store entrances to deter non-members. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: WBD, MNST, and moreMonster Beverage falls after cautious guidance, reversal in alcohol salesAirbnb losses accelerate as market continues to digest soft outlook for travelCiti spotlights 33 stocks in what it calls its ‘post pullback shopping list’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.

Household debt rises modestly in Q2: New York Fed Household Debt Report. (00:22) Cannabis MSOs rise as Harris picks pro-marijuana Gov. Tim Walz as running mate. (01:43) Hyundai (HYMTF) to invest $28M in Thailand for EV assembly and batteries. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock today: SMCI, LUMN, and moreMicrosoft says Delta declined 'repeated' assistance after CrowdStrike-linked outageNBA's telecast deal with Amazon has 'several provisions' Warner couldn't match - WSJFed emergency rate cut? Pantheon Macro, BofA, and Goldman CEO don't think soDisney hikes prices for Disney+, Hulu and ESPN+ plans in U.S.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 (GOOG) (GOOGL) loses antitrust suit over search payments; stock declines further. (00:22) Southwest Airlines (LUV) gains as activist Elliott files 13D filing. (01:18) SunPower (SPWR) files for bankruptcy, enters stalking horse asset purchase deal with Complete Solaria (CSLR). (01:59)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PLTR, LCID, and moreMarket Opportunity In Today's Uncertain MarketWarner Bros. Discovery wants to avoid break-up of company - reportJefferies thinks Netflix might raise prices by year end helped by 'impressive content slate'FDA indicates Lilly, Novo weight-loss drug shortages easingSign 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.

Mars in advanced talks to purchase Kellanova (K) - WSJ. (00:21) Coca-Cola (KO) to pay $6 billion in IRS back taxes case, appeal ruling. (01:12) Chevron (CVX) moving to Texas, says California policies discourage investment and hurt consumers. (01:46)Episode transcripts seekingalpha.com/wsb.Show links: Selloff rocks the globe as markets start the week in panic modeEarnings week ahead: Disney, Duke Energy, Palantir, Shopify, Uber and moreBuffett's Berkshire Hathaway cuts massive Apple stake by nearly 50% in Q2Blame game: CrowdStrike hits back at Delta Air Lines over litigation threatSign 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.

The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time to get out of dividend plays (7:15).This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links: How To Make Better Decisions In Any Financial MarketFed Chair Powell’s message was what the markets ‘wanted and needed to hear’ The 20+ Year US Treasury is up for 7 days straightSign 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.

Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AMZN, INTC, and moreSnap dives 23% on narrow revenue miss, light earnings outlookUranium stocks plummet as world's top producer hikes production outlookNFL's $4.7B verdict in Sunday Ticket case tossed out by judgeWarren Buffett's Berkshire sells more Bank of America stockSign 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.

The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40)Show NotesContinuing jobless claims highest since November 2021Arm Holdings sinks as Wall Street defends after Q1 results, guidanceEpisode 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.

Applied Materials (AMAT) said to be denied CHIPS Act funding for $4B research center. (00:24) Meta earnings call: Better spending on AI now, rather than too late. (01:37) Delta Air Lines (DAL) CEO sees $500M hit from CrowdStrike-Microsoft (CRWD) (MSFT) outage. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: META, TDOC, and moreNancy Pelosi buys more Nvidia, sells MicrosoftRussell 2000 rise: Top 5 best, worst performers during July's rally in small-cap stocksGundlach says Fed should’ve cut rates in July, sees room for reduction of 150bpsSign 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.

The Federal Reserve keeps rates unchanged, brings more focus to jobs market. (0:14) Fed chief Jay Powell says September cut is on the table. (0:50) Stocks rally, led by the Nasdaq. (1:52)Show NotesFavorite high-yield dividend stocks - BMOBoeing names Kelly Ortberg as next chief executiveEpisode 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.