Wall Street Breakfast

Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14)  Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03)  Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more Exxon, Chevron heads warn of higher...

U.S. GDP growth slowed as inflation pressures remained elevated . (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)      Show Notes Best Buy soars Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, d...

Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: UMAC, SNOW, crypto, and more Associated Press plans to provide OpenAI wi...

AI-generated Iran protest film will premiere at Tribeca festival . (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes . (1:11) Boeing signals stronger production momentum after FAA review. (1:45)      Show Notes The physical economy muscles its way into the rally Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock...

Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory . (02:32)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ZS, APPS, and more America’...

BP Chairman Albert Manifold out over governance and oversight concerns . (0:15) BofA boosts Apple target on growing agentic AI opportunities . (0:52) China restricts overseas travel for AI experts . (2:32) Show Notes The markets are doing the Fed’s job for it Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores...

Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: Space stocks and more Don’t believe the GDPNow hype Taiwan overtak...

Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum . (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon . (2:26)   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...

As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, compani...

U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B . (1:59)       Show Notes SpaceX says its market rivals total U.S. GDP Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst rati...

Nvidia (NVDA) ‘ largely conceded ’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: INTU, APLD, and more Iran deal looks like a 30-day ceasefire...

Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment . (1:29)       Show Notes Can NVDA learn from NVD.A? UK wants food price caps Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access t...

CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: AMC, RBLX, and more Meta Platforms begins new round of layoffs affecting ~8,000 employee...

Leopold Aschenbrenner’s fund places big bearish bets against NVDA . (0:15) Home Depot issues upbeat annual guidance . (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16)       Show Notes Best Income Ideas Online Summit 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...

Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48) Episode transcripts seekingalpha.com/wsb . Show links:  Register Now: Best Income Ideas Online Summit   Biggest stock movers Tuesday: AGYS SEC eyes plan for tradin...

Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential . (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51)       Show Notes Best Income Ideas Online Summit Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, d...

NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs , closing regional offices. (02:52)  Episode transcripts seekingalpha.com/wsb . Show links:  Register Now: Best Income Ideas Online Summit   Biggest stock movers Monday: RAM...

Nvidia earnings test AI demand and priced-in investor expectations . (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical . (2:01)   Show Notes Best Income Ideas Online Summit Options indicate GTA 6 pre-sale Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and f...

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on  Investing Experts . Show Notes:  Best Income Ideas Online Summit   Alpha Picks Avoid S&P + Bonds, Buy Gold + Energy - George Noble Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analy...

Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20) Show Notes:  Best Income Ideas Online Summit   Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, divide...

POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand . (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350 . (02:32) Episode transcripts seekingalpha.com/wsb . Show links:  Register Now: Best Income Ideas Online Summit   Biggest stock movers Friday: PZZA, TSM, and mor...

Ford gets love for hyperscaler opportunity , not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)       Show Notes Dunkin’ vs. Tim Hortons BlackRock’s fixed income playbook   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sc...

AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites , more NFL games, and Quasimodo at the 2026 Upfront event. (02:22) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CSCO, DOCS, and more US clears Nvidia H200 sales to Alibaba, T...

PPI posted its largest monthly increase since 2022 . (0:15) Nebius revenue surged nearly sevenfold . (1:24) Meta employees protest workplace tracking software . (2:17)       Show Notes Wells Fargo’s playbook for market euphoria   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...

Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LUNR, NXT, and more PayPal to waive $30M in fees to settle DOJ...