Wall Street Roundup: AI trade, market melt up

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8 • 950 Ratings

🗓️ 11 July 2025

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).

Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

Episode transcripts: seekingalpha.com/wsb

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Transcript

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0:00.0	Welcome back to Wall Street Roundup.
0:12.2	I am Reina Sherbel.
0:13.8	I am with Brian Stewart, our director of news.
0:16.7	Welcome back, Brian.
0:17.9	Thanks.
0:18.2	Great to be here as usual.
0:19.1	As usual, starting off with a Musk and Tesla angle, perhaps.
0:26.6	Want to catch us up?
0:27.8	Is that the place to start?
0:29.1	Yeah, I think that's a good place to start.
0:31.5	We've been away for a while.
0:33.4	There was a holiday in there, so might as well jump back in where we were when we left.
0:37.7	Might as well celebrate America with Elon Musk and a Tesla talk.
0:42.0	Yeah, definitely.
0:43.0	The stock actually hasn't moved that much.
0:45.5	It's been pretty volatile, so you'll get days of declines, balance with days of gain.
0:50.2	So it's up about 5% in the past five days.
0:54.1	But as always, it's a headline generating hub.
0:58.2	You have Musk versus Trump again.
0:59.8	The two are snipping at each other.
1:01.3	And Musk has declared a new political party, though.
1:05.4	It's not clear how much actual effort in that direction has actually been put into it.
	...

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