About this episode
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00). Episode transcripts: seekingalpha.com/wsb Show links: Musk And Trump Fight Goes Off The Rails Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates 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 .