About this episode
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25). Episode transcripts: seekingalpha.com/wsb Show links: AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements US-UK trade deal to increase access to billions of dollars of US products, Trump says Trump suggests cutting China tariffs to 80% 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 .