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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6:35
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6:35
Inflation expectations look anchored
New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)Show NotesGoldman, BofA up S&P targetsEpisode 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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4:50
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4:50
Samsung warns of 56% profit slide
Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WOLF, CIEN, and moreTrump says U.S. will send more weapons to Ukraine after last week's pauseEpic Games settles antitrust app store case against SamsungChina issues warning to Trump over tariffs, vows countermeasures targeting key US supply chainsSign 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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4:54
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4:54
Xpeng's AI EV
The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52)Show NotesCoreWeave to buy Core ScientificEpisode 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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5:34
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5:34
Bargain week begins
Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, WNS, and moreStock index futures fall as Trump threatens tariffs on BRICS-aligned nationsCarney says possible oil pipeline project is 'highly likely’ in CanadaOracle is said to offer big discounts to U.S. government on softwareSign 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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