Wall Street Breakfast

Here come the 2024 Olympic Games: Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: DXCM, COUR, and more Bitcoin 2024: Trump set to woo crypto industry Barack and Michelle Obama endorse Kamala Harris for president Nvidia dethrones Tesla on IBKR's most-active list, CrowdStrike in at third after outage Lululemon downgraded as athleisure falling out of favor, Breezethrough leggings pulled 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.

GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge, driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity drug. (3:35) Show Notes Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings The correction happening in stocks is 'far from over' 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) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: F, CMG, and more The correction happening in stocks is 'far from over,' IBKR says Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report Succession feud: Rupert Murdoch moves to ensure media empire's conservative stance 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.

Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48) Show Notes Watch this $70B ETF to gauge if bulls can maintain sway over small-caps 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.

Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: TSLA, V, DB, and more Apple dabbles with foldable iPhone, eyes possible 2026 release: reports Alphabet beats as search, Cloud come through and profit jumps Watch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIG 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.

The crypto-based ETFs moved slightly lower on first day of trading (0:16). Coca-Cola smashes organic sales. (2:15) CrowdStrike CEO called to Capitol Hill. (3:51) Show Notes Delta struggles to resume operations AI startup Cohere sees valuation soar to $5.5B 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.

Wiz turns down Google's (GOOG) (GOOGL) $23B acquisition deal - report. (00:23) WBD taps matching rights in attempt to stay on NBA deal. (01:23) Mattel (MAT) jumps after report PE firm L Catterton made takeover approach. (02:43) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: NXPI, CCK, and more New presidential contender Harris seen as tougher oil industry foe than Biden CrowdStrike slips as Guggenheim, BTIG downgrade following global outage Kronos Worldwide announces private offering 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.

Wall Street futures edge up as Biden drops out; China cuts rates. (00:24) Goodyear to sell Off-the-Road tire business to Yokohama for $905 million. (01:51) Woodside Energy to buy Driftwood LNG developer Tellurian in $1.2B deal. (02:07) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: RYAAY, CRWD, and more Kamala Harris' potential impact on health care stocks Quick service restaurants face disgruntled consumers and nervous investors SA Asks: Which chip companies could weather an attack on Taiwan? 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.

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 Notes Earnings calendar Dividend Roundup Steven Bavaria Takes Investors Inside The Income Factory 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.

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 more Why 'unloved' small-cap stocks are in store for a strong second half - Carson's Detrick SF 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 buyback 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.

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 Notes Not the time to buy the dip - Goldman 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.

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 more Netflix ad-tier growth in focus during Q2 earnings Air-safety officials schedule 2 days of hearings about Boeing 737 Google, Samsung chatbot deal falls under EU scrutiny: report 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.

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 Notes Eli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drug GitLab soars as Google-backed firm eyes sale 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.

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 more Trumponomics: Trump details plan for economy, Wall Street and foreign policy adidas raises its full-year outlook after robust Q2 performance Warner Bros. Discovery reportedly to undergo a 'significantly smaller' round of layoffs 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.

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 Notes Bank of America Q2 earnings top consensus on strong sales and trading Charles Schwab stock slides as stock buybacks stay on hold in Q2 earnings 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 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 MTCH BlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skeptic Back-to-school spending likely to remain unchanged this year Elon Musk says the robotaxi team has extra time to update the design before the big reveal event 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.

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 Notes Raymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced In Nvidia faces French probe over anti-competitive practices Walmart continues to add more restaurant chains to its stores 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.

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 stocks Burberry ropes in Joshua Schulman as CEO, issues profit warning Investors weigh effects of Trump shooting on election, markets Elon Musk says he was target of 2 assassination attempts What 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 Notes Goldman lists its top 25 tactical trades for earnings season 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.

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 more SA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7 PayPal may profit from Apple-EU settlement, analyst says AI made up a third of all VC funding this quarter, U.S. companies taking the lead - DataTrek 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.