Wall Street Roundup: Tesla skepticism, Google stands out, DORK shorts

Wall Street Breakfast

Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).

Show Notes: 
Waiting On Tech Earnings, Don't Overplay Market Seasonality
Alphabet Q2 2025 earnings call transcript
Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives
Chipotle Q2 2025 earnings call transcript

Episode transcripts: seekingalpha.com/wsb

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Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).

Show Notes: 
Waiting On Tech Earnings, Don't Overplay Market Seasonality
Alphabet Q2 2025 earnings call transcript
Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiatives
Chipotle Q2 2025 earnings call transcript

Episode transcripts: seekingalpha.com/wsb

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.
2025-07-25 20 min
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