Wall Street Breakfast

Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)Show NotesThe top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofAM&A thrills: Meet the new theme park sector giantSA subscribers believe this will be the top-performing S&P 500 stock in H2Episode transcripts: seekingalpha.com/wsbSign 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.