Wall Street Breakfast

Google plans to acquire cybersecurity startup Wiz for $23B, Trump Media surges following an assassination attempt, Smithfield Foods to be listed on U.S. exchange, Elon Musk claims he was target of 2 assassination attempts, and comparison between Coach and Michael Kors for insights into Lululemon's future.

Former president Trump fine after rally shooting. Netflix earnings in focus. Goldman's top tactical trades for earnings season.

Big banks are expected to bounce back in Q2 earnings with improved investment banking and slower loan growth. Tesla stock dips after delay of robotaxi event. Dollar General faces $12M fine for workplace safety violations.

The podcast discusses the recent drop in core CPI, leading to treasury yield and dollar declines. Delta warns of reduced fare discounts. Other topics include Pfizer's weight-loss pill development, potential Tesla replacements, and MicroStrategy's stock split.

Costco reports rise in net sales and hikes membership fees. HubSpot sinks after Google acquisition plans are shelved. NBA sets deals with NBC, Amazon, ESPN. Tesla's business shows promise. UBS 'Global top list' of stocks updated.

Goldman hikes target for Tesla as Bill Gross warns it trades like a meme stock. Samsung faces 'indefinite' strike. Citi advises taking AI profit. Carvana introduces features for easier EV purchases. Baidu rises on Beijing's robotaxi rules.

Albemarle's stock hits a four-year low due to sliding lithium prices. Fed's Powell warns about long-term risks in commercial real estate. Oracle's stock dips after failed server deal with XAI. Podcast also covers upcoming market events and trends.

Fed chief Powell expresses concerns about inflation risks. Mounjaro outperforms Ozempic in a study. Warren Buffett's indicator signals a record high. KeyBanc raises targets for Nvidia and Micron after chip checks.

Topics discussed include widespread power outages in Houston due to Beryl, BYD's $1B EV plant in Turkey, and Stellantis offering 30 hybrid models in Europe. Other highlights cover stock movement, weight loss study, Big Lots bankruptcy risk, and U.S. consumer credit increase in May.

Merger Monday deals in various sectors, hedge funds favor commodity-linked stocks. Apple's iPhone sales strength noted. Analysis includes market transactions like Carlsberg-Britvic takeover, Eli Lilly's acquisition, and Devon Energy's purchase. Insight into Southwest Airlines challenges, UBS raising NVDA target, and overall market performance.