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 CalendarDividend RoundupEpisode 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.
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5:03
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5:03
Trump nominates adviser Miran to Fed
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 hammeredIntel CEO reaffirms commitment to the companyEpisode 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.
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6:24
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6:24
Eli Lilly shares hammered
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 NotesWarner 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.
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5:50
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5:50
Tariff win sends TSMC higher
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 moreThe Week After: How has MSFT performed since FQ4 earnings?AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce rampsIonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprintSign 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.
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5:21
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5:21
Golden Arches comeback
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 NotesThe 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.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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