# Earnings, inflation take center stage

Page: https://stenobird.com/podcast/wall-street-breakfast-618041/earnings-inflation-take-center-stage
Text version: https://stenobird.com/podcast/wall-street-breakfast-618041/earnings-inflation-take-center-stage.md
Podcast: [Wall Street Breakfast](https://stenobird.com/podcast/wall-street-breakfast-618041)
Published: 2026-07-12T16:32:41+00:00
Episode link: https://seekingalpha.com/wsb?source=wsb_podcast:earnings_inflation_take_center_stage
Audio file: https://api.spreaker.com/download/episode/72939757/wsb_combined_071226_7_12_26_12_26_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/wall-street-breakfast-618041/episodes/earnings-inflation-take-center-stage
Duration seconds: 265

## Resource

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 .

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## Transcript

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