Wall Street Breakfast

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...

Board call’s GME’s $56B takeover proposal neither attractive nor credible . (0:15) Energy prices push April core and headline CPI higher . (0:50) Quantum Computing reports nearly 9,000% revenue growth . (1:49)       Show Notes UK bond market faces off against another prime minister   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst rat...

Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLUG, HIMS, and more Silver surges to biggest gain since Feb...

Hyperscaler capex looks better when compared to AT&T’s Depression spending . (0:15) Intel gains after SK hynix partnership report . (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs . (2:45)       Show Notes Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full acce...

Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: MRNA, WEN, and more Did value meals kill the smashburger star? Ma Bell's history hints...

Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions . (1:12) April CPI arrives with energy prices driving inflation concerns . (1:55)     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 g...

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Show Notes:  SA Investing Community weighs in on Iran war Micron, AMD lead AI and chip stocks higher despite Middle East woes Know When To Hold 'Em And When To Fold 'Em Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratin...

Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/ Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: XYZ, TTD, NET, and more Federal trade court strikes down Trump's 10% global tar...

DOJ investigates  multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales , helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment . (2:19)       Show Notes The market’s fatal conceit? Quantum company IonQ posts strong results   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for ful...

SpaceX (SPACE) IPO said to hand Elon Musk unchecked power ; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: SNAP, FSLY, and more Oil in red as market awaits...

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...