Latest / Wall Street Breakfast

Earnings dilute tariff concerns
Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55).Episode transcripts: seekingalpha.com/wsbShow links: Apple shows resiliency in Q2 results, but tariffs weigh on stock: analystsMicrosoft Earnings Call TranscriptWhat analysts are saying about AmazonStarbucks tumbles as analysts push back the turnaround timelineUPS Q1 2025 Earnings Call TranscriptSign up…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.