Wall Street Breakfast

• Xpeng's AI EV

  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 NotesCoreWeave to buy Core ScientificEpisode 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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• Bargain week begins

  Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, WNS, and moreStock index futures fall as Trump threatens tariffs on BRICS-aligned nationsCarney says possible oil pipeline project is 'highly likely’ in CanadaOracle is said to offer big discounts to U.S. government on softwareSign 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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• Tariff deadline week

  Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear. (1:54) Elon Musk announces American First party. (2:14)Show NotesTech picks for Q3Episode 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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• Jobs market cheats death again

  Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P 500 inclusion. (2:30)Show NotesFord CEO says AI will take 50% of white collar jobsEpisode 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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• OpenAI Rejects Robinhood Equity Tokens

  Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control practices. (01:44) TripAdvisor (TRIP) stock gains after WSJ report of Starboard taking over 9% stake. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TRIP, DDOG, and moreFord CEO: AI will replace half of all white-collar workers in U.S.Datadog surges after placement on S&P 500Google proposes fresh changes to search results to comply with EU's antitrust rules: 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.

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