Wall Street Breakfast

Board call’s GME’s $56B takeover proposal neither attractive nor credible . (0:15) Energy prices push April core and headline CPI higher . (0:50) Quantum Computing reports nearly 9,000% revenue growth . (1:49)       Show Notes UK bond market faces off against another prime minister   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst rat...

Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLUG, HIMS, and more Silver surges to biggest gain since Feb...

Hyperscaler capex looks better when compared to AT&T’s Depression spending . (0:15) Intel gains after SK hynix partnership report . (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs . (2:45)       Show Notes Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full acce...

Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: MRNA, WEN, and more Did value meals kill the smashburger star? Ma Bell's history hints...

Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions . (1:12) April CPI arrives with energy prices driving inflation concerns . (1:55)     Show Notes 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 g...

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Show Notes:  SA Investing Community weighs in on Iran war Micron, AMD lead AI and chip stocks higher despite Middle East woes Know When To Hold 'Em And When To Fold 'Em Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratin...

Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/ Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: XYZ, TTD, NET, and more Federal trade court strikes down Trump's 10% global tar...

DOJ investigates  multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales , helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment . (2:19)       Show Notes The market’s fatal conceit? Quantum company IonQ posts strong results   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for ful...

SpaceX (SPACE) IPO said to hand Elon Musk unchecked power ; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: SNAP, FSLY, and more Oil in red as market awaits...

Disney reports solid growth across all major segments . (0:15) Uber Q1 gross bookings jump 25% . (1:20) Oil swings sharply as prescient short trade draws scrutiny . (2:00)       Show Notes Ryan Cohen says there’s no ‘urgency’ at eBay   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscr...

McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch . (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: AMD, SMCI, and more Anthropic inks $200B Google cloud...

The UK 30-year yield hits the highest level since ’98 . (0:15) U.S. job openings decline less than feared . (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)       Show Notes Duolingo sinks on soft guidance UnitedHealth to slash prior authorizations   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant...

Pinterest (PINS) jumps on strong results , above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: INTC, DUOL, and more Apple weighs using Intel...

AI chipmaker Cerebras  plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand . (1:35) BlackBerry rallies as QNX software powers millions of vehicles . (1:50)       Show Notes William Blair’s stock conviction list A history of Star Wars at the box office   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here...

eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection . (02:49) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Crypto stocks and more Greg Abel steps into Buffett’s...

Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35) Show links:  Nasdaq crosses 25K for first time as tech stocks power gains Meta Platforms (META) Q1 2026 Earnings Call Transcript Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work Episode...

Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback . (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: TWLO, ROKU, RBLX, and more Senators ban themselves from betting in...

GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler . (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)       Show Notes Jobless claims hit lowest level since 1969 Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst rati...

Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors . (00:58) Amazon (AMZN) discusses ' The Apprentice ' reboot, with Don Jr. as potential host - WSJ. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: GOOG, META, QCOM, and more Nvidia...

Jerome Powell will stay as governor . (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise , markets see no rate moves this year. (2:37)       Show Notes Why Powell says he’s staying   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 Seeking Alpha...

Robinhood revenue misses , Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO ? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)   Show Notes Seagate soars post-earnings Warsh passes first Fed chair vote   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock qua...

Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14) Show Notes Shell warns global crude supply disruption could drag into 2027 Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown Amazon Q1 preview: All eyes on AWS, capital spending Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here...

UAE shocks market, quits cartel to seek output flexibility . (0:15 ) OpenAI partners fall after reported target misses . (1:19) Coca-Cola climbs on strong organic revenue . (1:39)       Show Notes Will a wealth tax cause an AI bubble to pop? Semiconductors flash dot-com vibes Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, st...

Celestica slides despite stronger earnings and upbeat guidance . (0:15) POET extends losses after Marvell-linked meltdown . (1:25) German Chancellor slams U.S. strategy on Iran . (2:30)   Show Notes No cheap import autos for the U.S.? Bed, Bath & Beyond back from the grave   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst rating...

Microsoft, OpenAI no longer cloud exclusive . (0:15) Domino’s revenue and same-store sales miss . (1:55) United CEO explains why he floated American merger . (2:29)       Show Notes How are the top IPOs of ’25 faring?   OpenAI phone coming? Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, s...