Wall Street Breakfast

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.

Major banks are the start of quarterly results. (0:17) Consumer inflation is expected to fall annually. (3:10) The big thing about Nvidia. (5:37)Show NotesFarewell to the famous TropicanaEpisode 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.

Labour wins U.K. election by a landslide (0:22). Bitcoin slumps below $58K (1:15). Honda and Nissan eye collaboration (1:50). June nonfarm payrolls expected to reflect softening labor market (2:20).Show Notes:Bitcoin slumps below $58K for the first time in two monthsLabour wins U.K. election, sweeping to power by a landslideAutomakers Honda and Nissan eye collaboration on software and EV chargingEpisode transcripts: seekingalpha.com/wsbSign 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 Nasdaq and S&P gained led by big names in shortened session. (0:17) FOMC minutes show Fed members wanting more data before rate move. (3:48) Jeff Bezos sells $5 billion in Amazon stock. (5:04)Show NotesOdds of Harris getting Democratic nomination now even with BidenJPMorgan chief global markets strategist Marko Kolanovic said to leave bankEpisode transcripts: seekingalpha.com/wsbSign 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.

FTC sues to block Tempur Sealy's (TPX) $4B purchase of Mattress Firm. (00:23) EV maker Rivian (RIVN) has no production plans with Volkswagen - report. (01:42) Eli Lilly (LLY) wins FDA approval of donanemab for Alzheimer's. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PARAA, CVAC, and moreDeutsche Bank’s Fresh Money list for Q3The stocks with the most extreme upside in Q2 - Piper SandlerSkydance, NAI come to new deal on Paramount merger - WSJSign 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.

Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)Show NotesThe top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofAM&A thrills: Meet the new theme park sector giantSA subscribers believe this will be the top-performing S&P 500 stock in H2Episode transcripts: seekingalpha.com/wsbSign 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) (PARAA) talking with potential partners to merge streaming - CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn's (CONN) may file for Chapter 11 bankruptcy - report. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PARA, INCY, and moreWhere Morgan Stanley sees pockets of safety as S&P 500 faces 'technical fragility'Will BYD beat Tesla again in the EV sales race?Salesforce shareholders reject pay package for CEO Marc Benioff, top execsSign 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.

Keith Gill discloses 6.6% stake in Chewy and is named in pump-and-dump class action. (0:15) Manufacturing activity contracts again. (2:20) Tech industry turns to nuclear for AI power demands. (4:40)Show NotesAI megacap stocks face a tough valuation test this earnings seasonEpisode transcripts: seekingalpha.com/wsbSign 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.

BlackRock (BLK) to buy data provider Preqin in $3.2B deal. (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) takeover for $37.25 a share. (01:05) EU to charge Meta over ‘pay or consent’ model - report. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SPR and LISurveillance network: FedEx, retailers said to be sharing AI camera feeds with copsRising drug costs force a third of Americans to leave prescriptions unfilled: reportA second Trump administration may be more lenient towards antitrust enforcement - JPMorganSign 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.