Wall Street Breakfast

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.

Nonfarm payrolls are expected to rise by 200,000. (0:17) Why Apple may be the place to be. (3:12) Wall Street myth busting. (6:40)Show NotesWho Doesn't Feel Comfortable Owning Apple? Nvidia's Upside Volatility.Earnings CalendarDividend RoundupEpisode 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.

Nike (NKE) cuts revenue growth forecasts as macro headwinds to have 'pronounced' impact. (00:27) Biden, Trump go back and forth over inflation at first U.S. presidential debate. (01:47) Equinor (EQNR) comes up dry in first Argentina offshore well. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NKE, DJT, and moreMeta may block news content on Facebook in Australia if forced to pay licensing feeNFL ordered to pay $4.7B after losing Sunday Ticket antitrust trialTractor Supply shelves climate, diversity goals after pushbackSign 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.

Shares hit multi-year-low on weak guidance. (0:16) Levi's shares fade fast. (3:47) Uber offers cash to ditch your car for 5 weeks. (4:26) Show NotesDurable goods orders edge up in MayThe S&P 500 is the ‘perfectly constructed index’ - Goldman SachsEpisode 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.

SpaceX said to hit $210B valuation, wins $843M NASA deal. (00:25) Baxter (BAX) issues Class 1 recall of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch discount shopping with direct shipping from China: report. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BB, MU, and moreThe negative correlation between the dollar and the S&P 500 will continue - Piper SandlerAmazon joins $2T market cap club, boosted by Rivian stake and AI waveMorgan Stanley to deploy OpenAI-powered assistant for financial advisorsSign 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.

Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull. (4:08) The IRS says sorry. (5:00)Show NotesGoldman’s top 50 high Sharpe Ratio stocksThese 5 stocks in the S&P now have the highest prices following Chipotle's splitWhirlpool stock jumps as Bosch weighs takeover bidEpisode 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.

Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).Episode transcripts: seekingalpha.com/wsbShow links: Nasdaq, S&P, Dow futures tick up after tech stocks recoverAsia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation dataExxon threatens to suspend French refinery if strike continuesSign 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.

Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech. (3:55)Show NotesAirbus's stock falls more than 9% after cutting guidanceU.S. consumer confidence pulls back in June, but range-bound for past two yearsEpisode 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.

Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would 'adversely' impact earnings. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DJT, SEDG, EPAC and moreShein confidentially files paperwork for possible London IPO - reportsUber cutting out idle time for NYC drivers by enacting lock-out periods - reportGoogle working on customizable chatbot product to rival Meta, Character. AI - 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.

United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on the way to $1 billion. (4:23)Show NotesGap between growth and small-cap is huge, but don't call it a bubbleMicron sees price target raised at Citi, Wolfe ahead of earningsCrowdStrike reaches S&P 500 Index five years after IPOEpisode 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.

ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: RXO, RMD, and moreCDK Global works on fixing data breach that hit thousands of car dealersMicrosoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurityGap between growth and small-cap is huge, but don't call it a bubble - OppenheimerSign 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 cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)Show NotesStocks with the highest ROIC but not the highest valuationApple and Meta have held talks about AI partnershipGLP-1 drugs linked to reduced dementia risk: studyEarnings CalendarEpisode 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.

Qualcomm (QCOM) dips following reports of AI laptop struggles; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, following lead of U.S. and EU. (01:19) WHO warns on fake versions of Novo Nordisk's (NVO) Ozempic. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: ASAN, SWBI, and moreUnprofitable growth stocks with a path to profitability - GSTop 10 Info Tech stocks according to SA Quant RatingsSoftBank boss regrets Nvidia stake sale, calling it 'the fish that got away'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.

Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump. (2:09) UBS spies small-cap outperformance. (5:38)Show NotesSeeking Alpha Investing Summit insightNvidia ahead in 'big tech race' to $4T as GPUs are tech's 'new gold or oil'Kroger rallies after topping Q1 estimates, backing full-year profit guidanceEpisode 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.

Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI company. (00:56)  Netflix House (NFLX) to open in Pennsylvania, Texas next year. (01:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NVDA, DJT, and moreBlackRock sees no AI bubble and says AI winners will drive market returns for a whileAccenture plans to buy Fibermind - a network services player in ItalyU.S. homebuilder sentiment declines for the second monthSign 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.

Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety about 2nd half of the year (2:50). Apple price target raised; tech bull market 'is just starting.' (4:00). Crypto eventually going to be in every portfolio (7:20).Episode transcripts: seekingalpha.com/wsbShow links: Nvidia rises after Rosenblatt sets Street High PT of $200Invesco sees two rate cuts this year while KPMG sees six in 2025; SA SummitApple's price target raised at J.P. Morgan on AI boost to iPhonesTech bull market to last another 2–3 yearsPowell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness AheadSign 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.

U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount reduction, restructuring. (01:39) McDonald's (MCD) ends drive-thru AI partnership with IBM as it looks for a broad voice ordering solution. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: J.P. Morgan’s top picks within DefensivesMost shorted S&P 500 stocks in MayBiden set to reopen U.S. oil reserves if gasoline prices surge again - FTSign 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.