With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49)Show Notes Earnings CalendarDividend RoundupEpisode 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.
--------
5:35
--------
5:35
Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics
Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).Show Notes: Wall Street slumps to a negative close as trade jitters counter earnings euphoriaUnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps downMicrosoft outlines double-digit revenue and operating income growth as AI momentum acceleratesEpisode 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.
--------
15:50
--------
15:50
Trump signs new tariff order
Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, FIG, and moreAmazon posts a powerhouse quarter again; shares fall as guidance is weighedApple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'Trump issues 60-day ultimatum for big pharma to lower drug pricesSign 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.
--------
5:37
--------
5:37
Microsoft joins the $4 trillion club
Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46) Show NotesTesla robotaxi chauffeurs? 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.
--------
5:02
--------
5:02
All eyes on Amazon and Apple
Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: META, MSFT, and moreMeta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerateMicrosoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says WedbushQualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum acceleratesSign 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
Polska