The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)

Show Notes 
Earnings Calendar

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Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).

Show Notes
Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
More Volatility Ahead In This AI Bull Market

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Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58) Venture capitalist to be interim head of CDC. (2:02)    

Show Notes
Alibaba misses earnings expectations
UnitedHealth under pressure over loans  

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Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40)

Show Notes
Lumber on the brink of bear market territory as tariff-driven rally fizzles outTeva gets FDA nod for generic version of Novo's weight loss drug
Pending home sales dip 0.4% in July, weaker than expected

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Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sales continue to slide. (3:25)    

Show Notes
Snowflake rallies as AI boosts revenue
YouTube, Fox avert blackout for now  

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Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50).

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'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10
Trump admin outlines rare earth plan to break China's dominance
Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job

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Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15).

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The firing of Lisa Cook might be a warning for Powell
IBM and AMD join hands to build future computing
Gilead granted EU nod for twice-yearly HIV PrEP therapy
AT&T strikes $23B deal to buy spectrum licenses from EchoStar

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Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).

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Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth
Home sales falling through at highest rate in years
Abercrombie & Fitch announces fashion partnership with NFL

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The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)

Show Notes 
Earnings Calendar
Dividend Roundup

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Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).

Episode transcripts: seekingalpha.com/wsb

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Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks
Chip stocks gain after Fed Chair Powell's speech at Jackson Hole
Cleveland Fed Pres. Hammack: Inflation is too high and trending higher

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Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47)

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Biggest stock movers Friday: ZM, NIO, and more
Elon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bid
Nvidia to halt work on China-focused H20 AI chip - report
Tesla's fastest Cybertruck variant now costs $15,000 higher in the U.S.

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Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39)

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Biggest stock movers Thursday: COTY, NDSN, and more
Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS
Palantir shorts reap billions amid selloff - report
10 standout tech stocks to watch as the Nasdaq slides

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Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination. (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32) Graphic design platform Canva initiates share sale at $42B valuation amid IPO push - report. (02:07)

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Biggest stock movers Wednesday: FUTU, ALC, and more
U.S. expands 50% steel, aluminum tariffs to 407 products, including auto parts
Individual investors likely to slow stock buys in September – Citadel’s Scott Rubner
How does Viking’s oral obesity drug stand up to those of Eli Lilly and Novo?

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Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data. (2:43)

Show Notes
The Not-So-Nifty 50 revival stocks

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Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13)

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Biggest stock movers Tuesday: PANW, BLNK, and more
Zelenskyy courts Trump with $90B defense package for U.S. protection
Nvidia said to develop new AI chip for China that beats the H20
Arm Holdings said to poach Amazon AI chip exec

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Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes private for $9 a share. (2:16)

Show Notes
Stocks retail investors love the most  

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Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking. (02:39)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: NVO, DAY, and more
Stocks retail investors like the least
Stocks retail investors love the most
Tesla almost halves monthly leasing payments in UK as sales drop - report

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Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)

Show Notes 
Earnings Calendar
Dividend Roundup

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Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: AMAT, UNH, and more
Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays
Cathie Wood bets big on Bullish IPO, buys over 2.5M shares
Oracle to offer Google’s Gemini AI models to its customers

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The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)

Show Notes
Ethereum to $15,000 by year end?  

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