Netflix and Spotify teaming up

This Seeking Alpha's Wall Street Lunch podcast provides a brief market update for July 2nd. Key topics include Netflix's potential partnerships with Spotify and plans for new music-focused shows (including a *Star Search* reboot), a disappointing ADP private sector jobs report, Jefferies' upgrade of Apple stock to "hold," a new overweight rating for Rigetti Computing, Centene's withdrawal of 2025 earnings guidance due to increased medical costs, Jack in the Box implementing a poison pill defense against activist investors, and Robico Asset Management's outlook for 2026, favoring companies with strong pricing power.