Wall Street Roundup: Tesla skepticism, Google stands out, DORK shorts
Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).Show Notes: Waiting On Tech Earnings, Don't Overplay Market SeasonalityAlphabet Q2 2025 earnings call transcriptTesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiativesChipotle Q2 2025 earnings call transcriptEpisode 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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New Paramount must ditch bias, says FCC in merger OK
Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, PARA, and moreGoogle said to have bagged $1.2B cloud contract from ServiceNowWhat analysts are saying about TeslaDow shares tumble as company swings to loss, slashes dividend amid global weaknessSign 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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The job market that won't quit
Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)Show NotesWould replacing Powell at Fed really save on debt? 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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Tesla touts ambitious plans, market shrugs
Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, IBM, and moreKey takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plansServicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growthIBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolioSign 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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Meme stocks Class of '25
A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)Show NotesWho is paying the tariffs so far? 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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