Wall Street Breakfast

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: CRCL, GMS, and moreStellantis and Renault urge EU to ease regulations amid rising competition from China's small carsMeta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - reportBBC threatens legal action versus Perplexity over alleged use of content to train AI models - 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.

Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)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.

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).Show Notes:Housing starts plunge more than expected in May, building permits also dropNetflix quietly slides into live TV business via partnership with France's TF1Alibaba-backed MiniMax mulls Hong Kong IPO - reportMarvell rises as analysts praise custom AI event announcementsEpisode 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.

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)  Show NotesHexagon launches new humanoid robotWhat is MiniMax?X sues New YorkEpisode 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.

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)   Show Notes The 5 mega forces driving equity conditionsEpisode 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.

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Solar stocks, and moreG7 Summit: Leaders said to draft strategy to secure critical mineral supplyEli Lilly nears $1.3B deal for Verve Therapeutics - reportU.S. and UK reach tariffs deal at G7, steel imports unresolvedSign 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.

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)  Show Notes The Fed ‘hates’ Trump’s policiesEpisode 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.

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: SRPT, CSCO, and moreWhat are stablecoins?U.S. pushes Vietnam to reduce reliance on Chinese tech - reportJapan, Europe and China tipped to outperform U.S. stocks over next decadeSign 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.

Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)  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.

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzShow links: Will War Trigger A Bear Market And Spike In Oil?Will Macroeconomic Shocks Lead To Business Cycle Recession?War Scenarios: A Guide For InvestorsEpisode transcripts: seekingalpha.com/wsbGet 20% off James' Successful Portfolio StrategySign 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.