Wall Street Breakfast

Budget airlines look for $2.5B in return for warrants . (0:15) Tillis hints at Powell stay as Fed governor . (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10)   Show Notes See what the S&P would look like with SpaceX, OpenAI and Anthropic China shuts down Meta deal     Episode transcripts:  seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full...

Five of the Magnificent 7 report in a  packed week . (0:17) Powell probe dropped , Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance . (3:26) Show Notes Trump safe after shooting at Correspondents Dinner Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings,...

Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: INTC, COUR, and more TSMC hits record high after Taiwan loosens fund...

Marijuana moved to Schedule III, cannabis stocks surge . (0:15) IBM slips after holding guidance steady . (1:30) Meta faces backlash over employee keystroke tracking . (2:27)       Show Notes Magic: The Gathering levitates Hasbro stock 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...

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: IBM, QS, NOW, and more Bessent...

Trump administration nears Spirit rescue deal with major ownership stake . (0:16) Boeing tops expectations . (0:45) Aluminum market already in a ‘Black Swan’ shock . (1:41)       Show Notes Goldman says rally is getting harder to chase 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...

OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ADBE, GTLB, and more Anthropic’s Mythos mode...

March retail sales jump , even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)       Show Notes Condom prices jumping because of Iran war The unlikely rally leader (not tech) Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, s...

Apple (AAPL) CEO Cook steps down , effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: AMZN, LCID, and more SpaceX said to host three days of analyst meetings at Starbase, Colossus this week 'Big S...

Jersey Mike's looks to be a top 10 public restaurant company . (0:15) QXO agrees to buy TopBuild . (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)       Show Notes Why it looks too soon to short stocks 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 See...

Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Psychedelic stocks and more Greg Abel puts his stamp on Berkshire Ha...

Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)   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,...

Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40) Show links:  U.S. stocks rise to new highs as the Strait of Hormuz is declared open Blue Owl Capital: Don't Believe The (Negative) Hype Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter here and for full acces...

Reed Hastings will leave as chairman of Netflix in June . (0:15) Federal regulators to look at MLB online distribution deals . (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)     Show Notes Western states look to desalination amid Colorado River crisis A ‘reverse perfect storm’ coming this earnings season   Episode transcripts: seekingalpha.com/wsb   Sign up for our dai...

IEA head warns on largest energy crisis ever . (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand . (1:50) Microcap stocks surge after adding AI to their names . (2:19)       Show Notes Goldman’s top long duration stocks   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...

Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)       Show Notes Microsoft climbs in historic multi-day rally Alibaba targets AI games and video Episode transcripts:  seekingalpha.com/wsb   Sign up for our daily newsletter  here and for fu...

President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)       Show Notes Credit spreads, banks signal ‘damage contained’   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to a...

Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GTLB, AVGO, and more GameStop to launch its d...

Earnings season begins with mixed bank results and outlook divergence . (0:15) Producer prices rise less than expected . (1:05) Meta projected to surpass Google in global digital ad revenue . (2:02)       Show Notes Power stocks with AI tailwinds   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend g...

PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on  Globalstar deal to rival Starlink: report. (01:54) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: BE, GSAT, and more Supply shock coming...

 Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales fal ll as affordability and labor weakness weigh. (1:52) Show Notes Dividend stocks with an attractive mix   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst...

Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push . (02:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: REPL, BKR, and more Chinese rare earth producers hike prices by 44% for Q2 ‘Annoyance Economy’ cost...

Big banks and tech names kick off earnings season this week . (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)   Show Notes 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, subscrib...

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17) Show links:  U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue Palantir declines, but Wedbush downplays any threat by Anthropic Investing Experts Episode transcripts: seekingalpha.com/ws...

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: SLP, TGLS, and more China AI firm reveals $92M of...