The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)Show Notes Earnings CalendarEpisode 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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5:33
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5:33
Wall Street Roundup: valuation concerns and uncharted waters
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlookMore Volatility Ahead In This AI Bull MarketEpisode 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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10:59
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10:59
Caterpillar expects bigger tariff hit
Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58) Venture capitalist to be interim head of CDC. (2:02) Show NotesAlibaba misses earnings expectationsUnitedHealth under pressure over loans 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.
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4:16
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4:16
'Economy slowing, but still clearly growing'
Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40)Show NotesLumber on the brink of bear market territory as tariff-driven rally fizzles outTeva gets FDA nod for generic version of Novo's weight loss drugPending home sales dip 0.4% in July, weaker than expectedEpisode 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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5:19
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5:19
Nvidia's big China question
Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sales continue to slide. (3:25) Show NotesSnowflake rallies as AI boosts revenueYouTube, Fox avert blackout for now 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.
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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