Wall Street Breakfast

UK-US trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as Innovent gains approval for mazdutide. (01:20) Elon Musk slams Senate tax and spending bill, warns of economic fallout. (02:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: U.S. banks, JNPR, and moreRenewables industry reels as Senate megabill unveils new excise taxIndonesia plans to cut import red tape, pitches critical minerals investment to U.S.Tesla launches V4 superchargers in ChinaSign 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 hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bull vs. bear. (1:06) Senate GOP clears bill hurdle. (2:12)Show NotesDividend RoundupEpisode 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.

Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay Powell, weakening housing market and fighting inflation (4:25). US dollar behaving counterintuitively (8:22). This is an excerpt from a recent Investing Experts episode.Show links: Danielle DiMartino Booth On America's Game Of ThronesS&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation dataOil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls againShould We Trust Economic Data? With Danielle DiMartino BoothEpisode 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.

Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15).Show links: S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation dataOil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls againEpisode 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) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: NKE, TM, and moreSA Asks: What are the best crypto stocks right now?Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgradeEnphase Energy surges to top of S&P 500 on solar tax credit optimismSign 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 Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11)Show NotesPalantir signs deal with The Nuclear CompanyJetBlue’s second-largest investor threatens to sellEpisode 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.

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: FUL, KTOS, and moreMeta recruits three OpenAI researchers for superintelligence push - WSJBooking .com faces legal action as Dutch consumer groups allege inflated hotel pricesAT&T executives advocate shifting from copper landlines to fiberSign 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.

Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)Show NotesNvidia gest new Street-high price targetEpisode 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.

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: BB, QS, ALLT, CURV and moreBeijing vows retaliation after Taiwan blacklists Chinese tech firms, including HuaweiTrump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyedTop 10 S&P 500 performers year-to-date as the index nears record highSign 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 Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)Show NotesOil prices sink on Iran export expectationsDoughnut divorceSpeeding Tesla 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.

The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: TDOC, CHWY, and moreChina set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official saysTesla robotaxis violate traffic laws, spark federal scrutinyUK's competition regulator proposes new status for Google in search to increase controlSign 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.

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, NTRS, and moreDeepSeek aids China’s military, evades export controls - reportChinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPORetail investors cool on big tech after spring rebound, WSJ reportsSign 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.

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: CRCL, GMS, and moreStellantis and Renault urge EU to ease regulations amid rising competition from China's small carsMeta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - reportBBC threatens legal action versus Perplexity over alleged use of content to train AI models - 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 ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)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.

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).Show Notes:Housing starts plunge more than expected in May, building permits also dropNetflix quietly slides into live TV business via partnership with France's TF1Alibaba-backed MiniMax mulls Hong Kong IPO - reportMarvell rises as analysts praise custom AI event announcementsEpisode 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.

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  Show NotesHexagon launches new humanoid robotWhat is MiniMax?X sues New YorkEpisode 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.

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   Show Notes The 5 mega forces driving equity conditionsEpisode 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.

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Solar stocks, and moreG7 Summit: Leaders said to draft strategy to secure critical mineral supplyEli Lilly nears $1.3B deal for Verve Therapeutics - reportU.S. and UK reach tariffs deal at G7, steel imports unresolvedSign 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.

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)  Show Notes The Fed ‘hates’ Trump’s policiesEpisode 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.

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: SRPT, CSCO, and moreWhat are stablecoins?U.S. pushes Vietnam to reduce reliance on Chinese tech - reportJapan, Europe and China tipped to outperform U.S. stocks over next decadeSign 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.