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

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