Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37)

Show Notes 
Earnings Calendar
Dividend Roundup

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Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).

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New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson & Johnson Q2 2025 Earnings Call Transcript

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Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)

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Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
Sarepta plunges after third patient death tied to gene therapy - report
AI search startup Perplexity valued at $18B after new funding - report

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Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).

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Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King

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Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)

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Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook

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Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)

Show Notes
‘Red flare’ on housing market

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MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)

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Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘world class’
Trump eyes drug, chip tariffs by month-end
Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says

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Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)

Show Notes
Stocks most and least likely to beat on earnings

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Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)

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Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief economist fires 'red flare' on housing market
Stocks most and least likely to beat their earnings expectations – BofA

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Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33)

Show Notes
Goldman’s out-of-consensus picks    

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Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)

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Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush

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Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)

Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks

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Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).

Show Notes:
Nvidia hits $4 trillion market cap
Netflix Is Still King
Most Fed officials see rate cut as appropriate this year: FOMC minutes

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Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)

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Biggest stock movers Friday: Crypto stocks, and more
Tesla applies to test robotaxis in Phoenix, Arizona - report
Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
Brazil tariff shock rattles Dutch Bros as coffee futures climb

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Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)

Show Notes
Disney+ adds more UK shows

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McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)

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Biggest stock movers Thursday: KLG, DAL, and more
Autodesk considers acquisition of software firm PTC: report
Intel prices Mobileye share sale
Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report

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Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).

Show Notes
Copper retreats from record high, crude oil gains after EIA forecast
U.S. stock futures inch higher as tariff updates remain in focus

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New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)

Show Notes
Goldman, BofA up S&P targets

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Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)

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Biggest stock movers Tuesday: WOLF, CIEN, and more
Trump says U.S. will send more weapons to Ukraine after last week's pause
Epic Games settles antitrust app store case against Samsung
China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains

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The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52)

Show Notes
CoreWeave to buy Core Scientific

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