Wall Street Breakfast

Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56)  

Show Notes
Jane Street loses $15B in AI fund
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied Materials (AMAT) investors. (01:50)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Friday: AMAT, NU, and more
U.S. to ramp up economic isolation of Iran, eyes indefinite naval blockade
Goldman Sachs lines up investors for Nvidia’s $500B AI funding plan - report
Ford to move production of some Lincoln models from China to US: Reuters

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Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on enterprise. (1:29)     

Show Notes
If you stream it, they will view
This stock is ‘what a boom top looks like’ – Michael Burry  

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Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War games: Ukrainian drone operators overwhelm U.S. armored units. (2:07)    

Show Notes
Korean stocks are back in a bull market
Legendary corporate raider bid for Caesars

Episode transcripts: seekingalpha.com/wsb

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July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famous logo. (2:13)     

Show Notes
Machines will go ‘full tilt’ on gold at this level    

Episode transcripts seekingalpha.com/wsb.

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