Wall Street Roundup: AI trade, market melt up

What this episode covers

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 capNetflix Is Still KingMost Fed officials see rate cut as appropriate this year: FOMC minutesEpisode transcripts: seekingalpha.com/wsbSign 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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Frequently Asked Questions

How long is this episode of Wall Street Breakfast?

This episode is 11 minutes long.

When was this Wall Street Breakfast episode published?

This episode was published on July 11, 2025.

What is this episode about?

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 capNetflix...

Can I download this Wall Street Breakfast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.