Wall Street Breakfast

The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31) Show Notes Citi boosts its S&P target   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.

Transcribed - Published: 12 August 2025

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: Pot stocks, BBAI, and more China urges firms not to use Nvidia's H20 chips, Bloomberg reports Trump signals openness to Nvidia selling scaled-back Blackwell to China Archer Aviation Q2 loss widens 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.

Transcribed - Published: 12 August 2025

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01) Show Notes The best sectors for tactical investors   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.

Transcribed - Published: 11 August 2025

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers today: Crypto stocks, AI, and more Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ Palantir’s record run tests investor faith as valuation soars to S&P 500 peak 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.

Transcribed - Published: 11 August 2025

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34) Show Notes  Earnings Calendar Dividend Roundup 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.

Transcribed - Published: 10 August 2025

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)     Show Notes  The Trade Desk shares get hammered Intel CEO reaffirms commitment to the company 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.

Transcribed - Published: 8 August 2025

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05) Show Notes Warner Bros. Discovery mixed results   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.

Transcribed - Published: 7 August 2025

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: ABNB, DKNG, and more The Week After: How has MSFT performed since FQ4 earnings? AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint 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.

Transcribed - Published: 7 August 2025

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46) Show Notes The competition for ‘dip alpha’ is heating up   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.

Transcribed - Published: 6 August 2025

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: AMD, ANET, SMCI, and more Super Micro sinks as Q4 results, Q1 outlook falls short Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification AMD dips after earnings; revenue beats expectations, but data center growth slows 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.

Transcribed - Published: 6 August 2025

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17) Show Notes Don’t jump out of the saddle when stocks slide 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.

Transcribed - Published: 5 August 2025

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLTR, HIMS, and more Taiwan Semi starts legal actions against potential trade secret violators - report Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita Vertex Pharmaceuticals stock falls as pain drug fails in phase 2 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.

Transcribed - Published: 5 August 2025

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31) Show Notes Tyson Foods rallies after higher beef prices power a beat-and-raise quarter 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.

Transcribed - Published: 4 August 2025

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: BLDE, COMM, and more Amphenol set to acquire CommScope unit in $10.5B deal - report Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS SA Graphics: Here are the biggest S&P 500 winners and losers in July 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.

Transcribed - Published: 4 August 2025

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49) Show Notes  Earnings Calendar Dividend Roundup 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.

Transcribed - Published: 3 August 2025

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10). Show Notes:  Wall Street slumps to a negative close as trade jitters counter earnings euphoria UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates 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.

Transcribed - Published: 1 August 2025

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: AMZN, FIG, and more Amazon posts a powerhouse quarter again; shares fall as guidance is weighed Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show' Trump issues 60-day ultimatum for big pharma to lower drug prices 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.

Transcribed - Published: 1 August 2025

Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46)   Show Notes Tesla robotaxi chauffeurs?   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.

Transcribed - Published: 31 July 2025

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: META, MSFT, and more Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates 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.

Transcribed - Published: 31 July 2025

The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46) Show Notes Q2 GDP tops forecasts, but underlying growth a worry   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.

Transcribed - Published: 30 July 2025

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: SBUX, SOFI, LC, and more SoFi Technologies stock stumbles after pricing $1.5B share offering Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance Meta faces Italian regulator's probe over AI service in WhatsApp 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.

Transcribed - Published: 30 July 2025

UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern Southern seal merger. (5:07) Show Notes UPS fails to provide outlook amid macro uncertainty   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.

Transcribed - Published: 29 July 2025

Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav; Wiedenfels to head networks unit 'Discovery Global'. (01:56) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: TLRY, PHG, and more U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips Medicare Part D premiums will sharply rise in 2026 - report Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report 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.

Transcribed - Published: 29 July 2025

Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20). Show Notes: AI may hold the key to the U.S. debt problem Apollo economist says Luckin Coffee's early test of U.S. expansion goes smoothly LNG producers surge after Europe pledges $750B purchases in U.S. trade deal 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.

Transcribed - Published: 28 July 2025

Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52)   Show Notes Trump says a trade deal with China is close Huawei unveils potential Nvidia rival Investors shift to value amid meme froth 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.

Transcribed - Published: 28 July 2025

The Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44) Show Notes  Earnings Calendar Dividend Roundup 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.

Transcribed - Published: 27 July 2025

Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45). Show Notes:  Waiting On Tech Earnings, Don't Overplay Market Seasonality Alphabet Q2 2025 earnings call transcript Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives Chipotle Q2 2025 earnings call transcript 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.

Transcribed - Published: 25 July 2025

Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: INTC, PARA, and more Google said to have bagged $1.2B cloud contract from ServiceNow What analysts are saying about Tesla Dow shares tumble as company swings to loss, slashes dividend amid global weakness 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.

Transcribed - Published: 25 July 2025

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07) Show Notes Would replacing Powell at Fed really save on debt?   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.

Transcribed - Published: 24 July 2025

Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: TSLA, IBM, and more Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio 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.

Transcribed - Published: 24 July 2025

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04) Show Notes Who is paying the tariffs so far?     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.

Transcribed - Published: 23 July 2025

Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: TXN, ENPH, and more Trump's 'AI Action Plan' for potential global dominance due today SpaceX alerts investors to possible Musk return to U.S. politics Palo Alto deal for SentinelOne would be a major strategic shift - analyst 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.

Transcribed - Published: 23 July 2025

Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20) Show Notes Why high-beta stocks are threatening the broader market Two AI models claim victory in math Olympics 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.

Transcribed - Published: 22 July 2025

SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: MEDP, NXPI, and more FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer Server hack on Microsoft affects 100 organizations - report U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns 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.

Transcribed - Published: 22 July 2025

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00) Show Notes Figma looks to raise $330 million in IPO 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.

Transcribed - Published: 21 July 2025

Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: XYZ, and more Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report SA Asks: What's the most attractive robotaxi stock right now? 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.

Transcribed - Published: 21 July 2025

Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37) Show Notes  Earnings Calendar Dividend Roundup 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.

Transcribed - Published: 20 July 2025

Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15). Show links:  New crypto laws will make US ‘Crypto capital of the world’ Joby Aviation set to double production at California facility Johnson & Johnson Q2 2025 Earnings Call Transcript 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.

Transcribed - Published: 18 July 2025

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: NFLX, NSC, and more Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries Sarepta plunges after third patient death tied to gene therapy - report AI search startup Perplexity valued at $18B after new funding - report 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.

Transcribed - Published: 18 July 2025

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00). Show links:  Wall Steet moves higher after the latest retail sales report and further earnings data Biggest stock movers Thursday: TSM, UAL Netflix Is Still King 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.

Transcribed - Published: 17 July 2025

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: TSM, UAL, and more Is Mexican Coke coming to America? AI bubble bigger than dot-com? Apollo economist sounds the alarm Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook 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.

Transcribed - Published: 17 July 2025

Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23) Show Notes ‘Red flare’ on housing market 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.

Transcribed - Published: 16 July 2025

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ASML, GPN, and more Nvidia CEO calls Chinese AI models ‘world class’ Trump eyes drug, chip tariffs by month-end Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says 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.

Transcribed - Published: 16 July 2025

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52) Show Notes Stocks most and least likely to beat on earnings 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.

Transcribed - Published: 15 July 2025

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: NVDA, TTD, and more TikTok trying to propose Canada security solution amid looming order to shut operations Moody's chief economist fires 'red flare' on housing market Stocks most and least likely to beat their earnings expectations – BofA 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.

Transcribed - Published: 15 July 2025

Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33) Show Notes Goldman’s out-of-consensus picks     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.

Transcribed - Published: 14 July 2025

Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Crypto stocks, and more Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales Bitcoin soars past $120K for the first time 'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush 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.

Transcribed - Published: 14 July 2025

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 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.

Transcribed - Published: 11 July 2025

Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: Crypto stocks, and more Tesla applies to test robotaxis in Phoenix, Arizona - report Trump to make 'major statement' on Russia on Monday, eyes sanctions - report Brazil tariff shock rattles Dutch Bros as coffee futures climb 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.

Transcribed - Published: 11 July 2025

Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18) Show Notes Disney+ adds more UK shows 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.

Transcribed - Published: 10 July 2025