0:00-14:50
Streams straight from the publisher. podnod never proxies or re-hosts episode audio.
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/wsb
Show links:
Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript
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Episode transcripts: seekingalpha.com/wsb
Show links:
Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript
Sign 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.
seekingalpha.com/wsb
seekingalpha.comMicrosoft Earnings Call Transcript
seekingalpha.comWhat analysts are saying about Amazon
seekingalpha.comStarbucks tumbles as analysts push back the turnaround timeline
seekingalpha.comUPS Q1 2025 Earnings Call Transcript
seekingalpha.comhere
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