Wall Street Breakfast

• Wall Street Roundup: AI trade, market melt up

  Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials see rate cut as appropriate this year: FOMC minutesEpisode 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.

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• Bitcoin blasts past $117K

  Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Crypto stocks, and moreTesla applies to test robotaxis in Phoenix, Arizona - reportTrump to make 'major statement' on Russia on Monday, eyes sanctions - reportBrazil tariff shock rattles Dutch Bros as coffee futures climbSign 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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• Meta spending like the Yankees

  Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)Show NotesDisney+ adds more UK showsEpisode 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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• It’s a wrap

  McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: KLG, DAL, and moreAutodesk considers acquisition of software firm PTC: reportIntel prices Mobileye share saleNvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - reportSign 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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• Copper retreats, crude oil gains

  Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).Show NotesCopper retreats from record high, crude oil gains after EIA forecastU.S. stock futures inch higher as tariff updates remain in focusEpisode 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.

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