Wall Street Breakfast

Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)     

Show Notes
Dan Ives exits Wedbush

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Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: FIZZ, CANF, and more
Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring
Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report
Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June

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Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)     

Show Notes
William Blair Conviction List
AOL public again (sorta)

Episode transcripts seekingalpha.com/wsb.

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Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: NKE, BE, and more
Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce
Nike's headline FQ4 beat not enough to win over Wall Street
Which stocks fueled—and held back—the Nasdaq in Q2?

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Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)     

Show Notes
The AI pendulum has swung too far

Episode transcripts seekingalpha.com/wsb.

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