Wall Street Breakfast

Here come the 2024 Olympic Games: Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: DXCM, COUR, and more
Bitcoin 2024: Trump set to woo crypto industry
Barack and Michelle Obama endorse Kamala Harris for president
Nvidia dethrones Tesla on IBKR's most-active list, CrowdStrike in at third after outage
Lululemon downgraded as athleisure falling out of favor, Breezethrough leggings pulled

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GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge, driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity drug. (3:35)  

Show Notes
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
The correction happening in stocks is 'far from over'

Episode transcripts: seekingalpha.com/wsb
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Boeing (BA) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: F, CMG, and more
The correction happening in stocks is 'far from over,' IBKR says
Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report
Succession feud: Rupert Murdoch moves to ensure media empire's conservative stance

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Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48)

Show Notes
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps

Episode transcripts: seekingalpha.com/wsb
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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.

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Biggest stock movers today: TSLA, V, DB, and more
Apple dabbles with foldable iPhone, eyes possible 2026 release: reports
Alphabet beats as search, Cloud come through and profit jumps
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIG

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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 Notes
Delta struggles to resume operations
AI startup Cohere sees valuation soar to $5.5B

Episode transcripts: seekingalpha.com/wsb
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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.

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Biggest stock movers today: NXPI, CCK, and more
New presidential contender Harris seen as tougher oil industry foe than Biden
CrowdStrike slips as Guggenheim, BTIG downgrade following global outage
Kronos Worldwide announces private offering

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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.

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Biggest stock movers today: RYAAY, CRWD, and more
Kamala Harris' potential impact on health care stocks
Quick service restaurants face disgruntled consumers and nervous investors
SA Asks: Which chip companies could weather an attack on Taiwan?

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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 Notes
Earnings calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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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.

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Biggest stock movers today: CRWD, PLUG, HE, and more
Why 'unloved' small-cap stocks are in store for a strong second half - Carson's Detrick
SF 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 buyback

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