Wall Street Breakfast

Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00) 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 Premium at seekingalpha.com/subscriptions .

lululemon athletica's (LULU)  struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: LULU, DOCU, and more The summer box offi...

Quantinuum ushers in the commercial quantum era . (0:16) CrowdStrike falls despite raising guidance and stock split . (0:56) Job cuts rise as companies restructure for AI . (1:44)      Show Notes The stocks poised to win the World Cup Bots top human internet traffic     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qu...

Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CRWD, AVGO, and more Netflix explores voice AI, genera...

SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit . (1:41)      Show Notes Ford issues ‘do not drive’ advisory     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...

Bitcoin (BTC-USD) lags equities as ETF outflows mount ; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GME, MRVL, and more Google just said it plans to...

Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker . (0:15) Hewlett Packard Enterprise jumps on outlook . (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)      Show Notes William Blair updates its Conviction List   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qua...

Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026 ? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)    Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: HPE, MCHP, and more Microsoft B...

Nvidia unveils new AI chips and agentic AI partnerships . (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed . (1:34)   Show Notes Record IPO year at hand Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, sub...

Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: TMHC, NVDA, and more At a glance: stocks gapping down premarket At a glance: stoc...

Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand . (1:09) May jobs report tests outlook for a cooling labor market. (1:58) 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 grades, su...

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...