Is the Fed done after second straight pause?

Fed chief says 'elevated inflation is not the only risk.' (0:16) Mounjaro tops Ozempic in study. (3:32) Warren Buffett value indicator tops dot-com levels. (4:47)

Show Notes
Nvidia, Micron, others in focus as KeyBanc boosts targets after chip checks
Federal Reserve considers tweaking GSIB surcharge for U.S.'s biggest banks

Episode transcripts: seekingalpha.com/wsb
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Beryl hits Texas: Houston sees widespread power outage, heat alert issued (CNP). (00:20) Tesla (TSLA) rival BYD (BYDDF) to build $1B EV plant in Turkey. (01:18) Stellantis (STLA) to have 30 hybrid models available in Europe this year. (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: BP, INTC, and more
Study finds patients lost more weight on Mounjaro than Ozempic
Big Lots sets another all-time low as risk of bankruptcy looms
U.S. consumer credit expands by $11.4B in May, exceeding consensus

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Merger Monday deals in beverages, energy, drugs and entertainment. (0:15) Hedge funds like commodity-linked stocks. (2:35) Apple iPhone sales said to be shoring up. (3:17) 

Show Notes
TSA boarding numbers show no signs of the economy slowing down - Apollo
UBS boosts NVDA target as checks confirm demand still 'exceedingly robust'

Episode transcripts: seekingalpha.com/wsb
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Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PARA, GRFS, and more
Paramount and Skydance agree to merge, shaking up entertainment industry
Merger Monday: Carlsberg to buy Britvic in $4B deal
SA Asks: What's a good alternative stock to Nvidia?

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Major banks are the start of quarterly results. (0:17) Consumer inflation is expected to fall annually. (3:10) The big thing about Nvidia. (5:37)

Show Notes
Farewell to the famous Tropicana

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Labour wins U.K. election by a landslide (0:22). Bitcoin slumps below $58K (1:15). Honda and Nissan eye collaboration (1:50). June nonfarm payrolls expected to reflect softening labor market (2:20).

Show Notes:
Bitcoin slumps below $58K for the first time in two months
Labour wins U.K. election, sweeping to power by a landslide
Automakers Honda and Nissan eye collaboration on software and EV charging

Episode transcripts: seekingalpha.com/wsb

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The Nasdaq and S&P gained led by big names in shortened session. (0:17) FOMC minutes show Fed members wanting more data before rate move. (3:48) Jeff Bezos sells $5 billion in Amazon stock. (5:04)

Show Notes
Odds of Harris getting Democratic nomination now even with Biden
JPMorgan chief global markets strategist Marko Kolanovic said to leave bank

Episode transcripts seekingalpha.com/wsb
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FTC sues to block Tempur Sealy's (TPX) $4B purchase of Mattress Firm. (00:23) EV maker Rivian (RIVN) has no production plans with Volkswagen - report. (01:42) Eli Lilly (LLY) wins FDA approval of donanemab for Alzheimer's. (02:27)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PARAA, CVAC, and more
Deutsche Bank’s Fresh Money list for Q3
The stocks with the most extreme upside in Q2 - Piper Sandler
Skydance, NAI come to new deal on Paramount merger - WSJ

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Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)

Show Notes
The top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofA
M&A thrills: Meet the new theme park sector giant
SA subscribers believe this will be the top-performing S&P 500 stock in H2

Episode transcripts seekingalpha.com/wsb
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Paramount (PARA) (PARAA) talking with potential partners to merge streaming - CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn's (CONN) may file for Chapter 11 bankruptcy - report. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARA, INCY, and more
Where Morgan Stanley sees pockets of safety as S&P 500 faces 'technical fragility'
Will BYD beat Tesla again in the EV sales race?
Salesforce shareholders reject pay package for CEO Marc Benioff, top execs

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