Wall Street Breakfast

This week we're joined by David Alton Clark, also known on Seeking Alpha as "The Winter Warrior," to discuss why he's buying AT&T stock after earnings, and get his thoughts on the semiconductor bill passing through legislative hurdles. Plus, Daniel covers upcoming earnings and economic events to watch for next week!" Learn more about your ad choices. Visit megaphone.fm/adchoices

Sinema agrees to proceed with the Senate tax and climate bill after carried interest pledge. Meta Platforms selling debt for first time with $10B deal. Apple accused of retaliating against, mishandling allegations against women: report. Markets will be looking for signs of cracking in Friday's jobs report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Walmart lays off hundreds of corporate employees after guidance cut. Two senators unveil bill that would put bitcoin, ethereum within scope of CFTC. Tesla continues to climb premarket ahead of 'Cyber Roundup' event. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Household debt tops $16T in Q2, rising $2T since pandemic, NY Fed says. Sanctions and drills: Here's how China responded to Pelosi's visit to Taiwan. Inflation fight: Fed officials remain adamant about restrictive policy. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets drop as tensions flare ahead of Pelosi's visit to Taiwan. Oracle to start laying off employees in the U.S: report. Twitter issues flood of document requests to Musk associates in lawsuit - report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

First grain ship leaves Ukraine since start of the Russian invasion. Home price growth slows at record pace in June, Black Knight says. Musk countersues Twitter over $44B deal in a sealed filing. Nasdaq, S&P, and Dow futures point lower to start August trading after a rally in July. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

A heavy earnings calendar this week, including anticipated reports from Starbucks (SBUX) and Caterpillar (CAT). All eyes are on oil, as OPEC+ is expected to announce key targets, and Russian President Putin meets with Turkey’s Erdogan. Could food technology companies be the answer to a looming global crisis? Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we're joined by Will Thomson, Portfolio Manager and Founder at Massif Capital. We dive into everything! The recession (or not?,) Europe's woes, the strong US dollar and where it goes from here, the undersupply of precious metals, and so much more. Plus Kim covers why he's watching AMC earnings like a hawk next week for Catalyst Watch. Learn more about your ad choices. Visit megaphone.fm/adchoices

Biden met with Xi as Congress passed China competition bill. WH says U.S. economy is in state of transition, not recession. Elon Musk says inflation may be easing, Bill Ackman scoffs at Fed at neutral. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Spirit Airlines agrees on $3.8B buyout from JetBlue. Meta earnings call: Tackling the downturn. Manchin reaches surprise deal with Schumer on energy, healthcare package. Stock futures slip after Fed rally, key GDP report on tap. House Democrats to propose stock trading ban in August - report. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Federal Reserve poised for another 75-bp rate hike — question is 'what next'? Tech helps Nasdaq, S&P, Dow futures climb on Fed Day. Microsoft skids as Q4 results miss expectations, Alphabet: Tough comps ahead, happy with Cloud uptake. U.S. senators introduce bill that would end taxes on small crypto transactions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Walmart shook the market; will it shake the Fed? Amazon Prime to scale up prices in Europe and U.K. by up to 43% to offset rising costs. Coinbase under SEC investigation for cryptocurrency listings. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's earnings tsunami, Wall Street looks for resilience. U.S. housing affordability poised to fall to lowest since GFC on soaring prices, rates. Streaming jumps to capture a third of television viewing. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple (AAPL) highlights its focus on health and gets ready to report earnings after COVID causes major slowdowns in China. Even after a successful Prime Day event, Amazon’s (AMZN) latest numbers may have been hit hard by inflation. Parents say they won’t be breaking the bank this year on new gear, as kids get ready to go back to school. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we're joined by Chris DeMuth Jr., Founder of Sifting The World, to discuss complicated mergers in the market. Specifically, what's happening with Twitter vs. Elon Musk and Spirit Airlines' complicated situation with Frontier and JetBlue. Someone will not be free to move around the cabin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Snap nosedives as revenue falls short, company pulls guidance. Musk says lithium refining a 'license to print money,' stock investors jump in. Twitter earnings may get more attention than expected. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft reportedly cuts job listings in Azure, security. Google pausing hiring for two weeks - report.  Biden unveils plans to expand offshore wind; no climate emergency declaration. Tesla aims for record production in back half of the year. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chips for America Act passes first procedural hurdle in the Senate. Conoco CEO warns of looming crude oil shortages, price volatility. Netflix's Hastings: One 'single thing' boosted the company's Q2 performance. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple reportedly planning to slow down hiring into 2023. Netflix to start charging some customers for sharing their passwords; subscriber numbers on tap. President Biden could declare a climate emergency this week - WaPo. Catch today’s WSB article here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oil production decisions to be made by OPEC, Saudis say as Biden departs. Elon Musk pushes back at Twitter's request for an expedited trial. Chip funding: Congress moves closer to vote on scaled-back semiconductor bill. Boeing climbs 2% premarket as it readies to battle Airbus at Farnborough. Catch today’s WSB article here.  Learn more about your ad choices. Visit megaphone.fm/adchoices