Episode

Earnings, inflation take center stage

Podcast: Wall Street Breakfast
Published: Jul 12, 2026
Duration seconds: 265
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Summary

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 .