Wall Street Breakfast

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...

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...