Wall Street Breakfast

Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: TSLA, V, DB, and moreApple dabbles with foldable iPhone, eyes possible 2026 release: reportsAlphabet beats as search, Cloud come through and profit jumpsWatch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIGSign 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 crypto-based ETFs moved slightly lower on first day of trading (0:16). Coca-Cola smashes organic sales. (2:15) CrowdStrike CEO called to Capitol Hill. (3:51)Show NotesDelta struggles to resume operationsAI startup Cohere sees valuation soar to $5.5BEpisode 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.

Wiz turns down Google's (GOOG) (GOOGL) $23B acquisition deal - report. (00:23) WBD taps matching rights in attempt to stay on NBA deal. (01:23) Mattel (MAT) jumps after report PE firm L Catterton made takeover approach. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NXPI, CCK, and moreNew presidential contender Harris seen as tougher oil industry foe than BidenCrowdStrike slips as Guggenheim, BTIG downgrade following global outageKronos Worldwide announces private offeringSign 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.

Wall Street futures edge up as Biden drops out; China cuts rates. (00:24) Goodyear to sell Off-the-Road tire business to Yokohama for $905 million. (01:51)  Woodside Energy to buy Driftwood LNG developer Tellurian in $1.2B deal. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: RYAAY, CRWD, and moreKamala Harris' potential impact on health care stocksQuick service restaurants face disgruntled consumers and nervous investorsSA Asks: Which chip companies could weather an attack on Taiwan?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.

Biden endorses VP Kamala Harris. (0:17) Tesla robotaxi and AI initiatives could balance core auto struggles. (1:54) The world emerges from the blue screen of death. (6:56)Show NotesEarnings calendarDividend RoundupSteven Bavaria Takes Investors Inside The Income FactoryEpisode 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.

Major tech outage from CrowdStrike (CRWD) hits Microsoft (MSFT) systems worldwide. (00:22) Netflix (NFLX) tops financial, user expectations, though cash flow growth pauses. (01:35) Align (ALGN) reportedly launching sales initiative through Costco. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CRWD, PLUG, HE, and moreWhy 'unloved' small-cap stocks are in store for a strong second half - Carson's DetrickSF Fed chief Daly says price stability yet to be achieved, 'we're not there yet'D.R. Horton Q3 earnings and revenue beat; announces $4B stock buybackSign 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.

AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34)Show NotesNot the time to buy the dip - GoldmanEpisode 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.

Restaurant M&A: Darden Restaurants (DRI) acquires Chuy's Holdings (CHUY) for $605M. (00:24) Warner Bros. Discovery (WBD) said to be weighing split of streaming, studio businesses. (01:41) Beyond Meat (BYND) said to talk with bondholders over restructuring. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NOK, TSM, and moreNetflix ad-tier growth in focus during Q2 earningsAir-safety officials schedule 2 days of hearings about Boeing 737Google, Samsung chatbot deal falls under EU scrutiny: 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.

Money continues to look for other homes away from overcrowded tech. (0:16) Five Below has Wall Street crying 'mea culpa!' (2:49) Small-caps are back - here's where to buy. (5:18)Show NotesEli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drugGitLab soars as Google-backed firm eyes saleEpisode 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.

Spirit Airlines (SAVE) dips on weak Q2 outlook, non-ticket revenue landed lower. (00:24) Spot ether (ETH-USD) ETFs likely to start trading as early as July 23 - report. (01:28) Musk moving SpaceX to Texas, calls California transgender law 'the final straw'. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SAVE, ASML, and moreTrumponomics: Trump details plan for economy, Wall Street and foreign policyadidas raises its full-year outlook after robust Q2 performanceWarner Bros. Discovery reportedly to undergo a 'significantly smaller' round of layoffsSign 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.

Core retail sales see the best month since January 2023. (0:16) GM backs off its big EV prediction for 2024. (3:49) Stifel still sees a market correction. (4:51)Show NotesBank of America Q2 earnings top consensus on strong sales and tradingCharles Schwab stock slides as stock buybacks stay on hold in Q2 earnings callEpisode 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.

Retail blockbuster: Amazon Prime Day (AMZN) is expected to set a record as discounting ramps up. (00:32) Trump picks Ohio Senator Vance as running mate; Rumble (RUM) shares jump. (02:06) Starboard tells Match Group (MTCH) to fix Tinder issues and margins or go private. (03:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DJT and MTCHBlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skepticBack-to-school spending likely to remain unchanged this yearElon Musk says the robotaxi team has extra time to update the design before the big reveal eventSign 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.

Goldman Sachs declares a quarterly dividend of $3 per shares. (0:16) The 30-year yield tops the 2-year for the first time since January. (1:26) Hedge funds keep selling tech. (8:10)Show NotesRaymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced InNvidia faces French probe over anti-competitive practicesWalmart continues to add more restaurant chains to its storesEpisode 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.

Google's (GOOG) (GOOGL) biggest acquisition: plans to buy cybersecurity startup Wiz for $23B - report. (00:29) Trump Media (DJT) skyrockets 70% as markets reopen following assassination attempt. (01:39)  Smithfield Foods (WHGLY) to be listed on U.S. exchange, Chinese parent says. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DJT and crypto stocksBurberry ropes in Joshua Schulman as CEO, issues profit warningInvestors weigh effects of Trump shooting on election, marketsElon Musk says he was target of 2 assassination attemptsWhat can Coach v Michael Kors tell us about Lululemon's future?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.

Former president says he is OK after rally shooting. (0:16) Netflix highlights earnings week. (1:39) Dividend calendar. (2:15)Show NotesGoldman lists its top 25 tactical trades for earnings seasonEpisode 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.

Big banks Q2 earnings expected to show rebounding IB, soft loan growth. (00:21) Tesla (TSLA) falls 7% on reports that the robotaxi event is delayed until October. (01:36) Dollar General (DG) to pay $12M fine for workplace safety violations. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: TSLA, ERIC, and moreSA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7PayPal may profit from Apple-EU settlement, analyst saysAI made up a third of all VC funding this quarter, U.S. companies taking the lead - DataTrekSign 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.

Core CPI falls to the lowest level in three years. (0:16) Treasury yields tumble, along with the greenback. (1:45) Delta warns of lower fare discounting. (2:55)Show NotesS&P 'defiant' behaviorPfizer advances development of once-daily weight-loss pillWho could potentially replace Tesla in Magnificent 7?MicroStrategy to execute 10-for-1 stock splitEpisode 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.

Costco (COST) reports a 7.4% rise in June net sales, hikes membership fees. (00:29) HubSpot (HUBS) sinks after report Google shelved acquisition plans. (01:30) NBA sets up deals with NBC, Amazon, ESPN — but TNT can still match: Athletic. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: COST, AA, and moreMicrosoft dodges EU antitrust probe with €20M settlement - reportElectric stuff: Tesla's business that may have more promise than autos, robots, or FSDSamsung unveils slate of new AI-powered Galaxy devicesUpdate on UBS ‘Global top list’ of stocksSign 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.

Goldman hikes target, but Bill Gross says Tesla trades like a meme stock. (0:16) Samsung's 'indefinite' strike. (3:20) Citi says take AI profit. (4:03)Show NotesCarvana adds features to make it easier to buy electric vehiclesBaidu climbs after Beijing proposes draft rules for 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.

Albemarle (ALB) plunges to lowest in nearly four years as lithium prices keep sliding. (00:23) Commercial real estate risk may last for years, Fed's Powell warns. (01:40) Oracle (ORCL) dips after potential server deal with xAI falls apart. (02:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BIDU, LZ, and moreMusk claims new Tesla Optimus design will be completed in 2024Albertsons, Kroger list stores to be sold in merger ahead of trial next monthMicrosoft and Apple ditch OpenAI seats amid antitrust scrutiny - 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.