About this episode
A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58) Show Notes Stocks with the highest ROIC but not the highest valuation Apple and Meta have held talks about AI partnership GLP-1 drugs linked to reduced dementia risk: study Earnings Calendar 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 .