Earnings, inflation take center stage

Wall Street Breakfast

Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)  

Show Notes
U.S. strikes Iran; Iran strikes Gulf countries
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Will AI earnings eclipse big bank reports? (0:17) Taiwan Semi, ASML offer clues on AI demand. (0:54) Headline CPI seen cooling. (2:01)  

Show Notes
U.S. strikes Iran; Iran strikes Gulf countries
Earnings Calendar
Dividend Roundup

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 Alpha at seekingalpha.com/subscriptions.
2026-07-12 4 min
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