Wall Street Breakfast Seeking Alpha

Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).

Episode transcripts: seekingalpha.com/wsb

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Nasdaq, S&P, Dow futures tick up after tech stocks recover
Asia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation data
Exxon threatens to suspend French refinery if strike continues

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Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech. (3:55)

Show Notes
Airbus's stock falls more than 9% after cutting guidance
U.S. consumer confidence pulls back in June, but range-bound for past two years

Episode transcripts seekingalpha.com/wsb
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Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would 'adversely' impact earnings. (02:04)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: DJT, SEDG, EPAC and more
Shein confidentially files paperwork for possible London IPO - reports
Uber cutting out idle time for NYC drivers by enacting lock-out periods - report
Google working on customizable chatbot product to rival Meta, Character. AI - report

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United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on the way to $1 billion. (4:23)

Show Notes
Gap between growth and small-cap is huge, but don't call it a bubble
Micron sees price target raised at Citi, Wolfe ahead of earnings
CrowdStrike reaches S&P 500 Index five years after IPO

Episode transcripts seekingalpha.com/wsb
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ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: RXO, RMD, and more
CDK Global works on fixing data breach that hit thousands of car dealers
Microsoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurity
Gap between growth and small-cap is huge, but don't call it a bubble - Oppenheimer

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A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)

Show Notes
Stocks with the highest ROIC but not the highest valuation
Apple and Meta have held talks about AI partnership
GLP-1 drugs linked to reduced dementia risk: study
Earnings Calendar

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.