Wall Street Breakfast

Is there an AI bubble building in stocks or a cash generating machine? Verizon (VZ) maintains full-year forecast. Amazon (AMZN) and iRobot (IRBT) adjust terms of big merger.Read a full transcript at Seeking Alpha.Show LinksLook at free cash flow when evaluating AI companies - CitiDisney falls as Atlantic Equities downgrades on TV, Disney+ worriesConsumer confidence climbs in July to highest level in two yearsMeta ticks higher after New Street Research upgrades on AI effortsRTX declines after disclosing Pratt & Whitney engine defect3M reports Q2 loss with ‘forever chemicals’ settlementGeneral Motors gains after boosting guidance, hitting EV targetGeneral Electric rises after Q2 revenue, earnings beat estimates