Wall Street Breakfast

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...

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: APLD, STAA, and more OpenAI plans retai...

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LEVI, SHEL, and more Iran, Oman to charge fees for Hormuz transit during ceasef...

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand . (1:40) Show Notes Delta hikes baggage fees Benchmark’s Best Ideas List Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant s...

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule ; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: HUM, UNH, and more Anthropic targets $30B re...

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)       Show Notes Credit default swap volumes hit record     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scor...

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: SLNO, TWLO, and more S&P 500 “up 80% of the time” i...

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations . (2:51)   Show Notes Delta expected to report solid numbers Earnings Calendar   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...

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations . (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55) Show Notes Stocks hedge funds love to short McDonald’s makes big moves to win back value crowd   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access...

Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: RC, CLDX, and more Intel to boost stake in Sam...

Nike shares fall on weak outlook, options , analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes . (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)     Show Notes Artemis II moon mission     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra...

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NKE, BYND, and more Trump to address nation Wednesday on Iran as U.S. sig...

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell , expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)     Show Notes The biggest pain trades of Q1   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...