Welcome to See King Alpha's Wall Street breakfast, where we cover the top news for investors every morning.

Thanks for joining us today. I'm Julie Morgan, host of Wall Street Breakfast, Seeking Alpha's Daily flagship podcast.

This is our weekly show all about the catalyst for the upcoming week.

I'm joined by Kim Kahn. He's the senior managing news editor at Seeking Alpha,

and the host of our new afternoon show,

Wall Street Lunch.

So Kim from macro next week, let me guess.

Non-farm payrolls, am I right? That's right, as the beginning of any month, it's the exciting indicator.

Of course, it's also a holiday shortened week.

We've got early closing of the stock and bond markets on July 3rd Monday, then a complete holiday on Independence Day.

So not much time for traders to adjust going into the Friday payroll's number,

which is always just going to be a big influence on the markets and Fed thinking.

There's not too many big guesses out there as looking at the estimates and they're kind of across the board.

Those are already in so it's hard to gauge what really the market is expecting the consensus right now is around 200,000 gain in non-formed payrolls but that's kind, you know, the backstop number that people like pencil in and then adjust later on the jobless rates looking to stay around 3.7%.

So Kim, one of the topics we reported on this week, both you and I for Wall Street breakfast,

as well as our new program, Wall Street Lunch, the White House is reportedly weighing

implementing restrictions on AI chip exports to China.

What's an update on this?

And what do you think this means for companies like

Invidia, AMD, and Taiwan Semi going forward?

Well, nobody has really moved the story forward

much from what was initially

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