Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts are available at seekingalpha.com/wsb.
Episodes
Wall Street Roundup: Trillion dollar baby
SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)Episode transcripts: seekingalpha.com/wsbSign 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.
SpaceX enters public orbit
SpaceX (SPCX), a record rocket ride? (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57) Episode transcripts: seekingalpha.com/wsbShow links: Biggest stock movers Friday: Space stocks, ADBE, and moreNasdaq-100 shakeup rewards winners, ejects laggardsWorld Bank cuts global growth forecast to 2.5%, warning of 1.3% crash under severe war falloutWorld Cup of Stocks: Which tea
No reward for Oracle's beat
Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: ORCL, HUMA, and moreTrump reveals U.S. effort to remove 'millions of barr
CPI eases rate fears
May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond its network facilities nationwide. (1:51) Show NotesChewy results better than feared Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend
Iran strikes hit futures
Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report. (01:08) SK Hynix (HXSCL) reportedly targets U.S. listing as soon as August. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CBRL, CLLS, SMCI, chip stocks, and moreBYD chairman Wang Chuanfu bets on g
AI job fears ease
Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil supertankers as conflict lifts rates. (2:17) Show NotesRetail investors swap meme stocks for profit stocks Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock qua
Siri’s next act
Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore. (00:14) Sirius XM (SIRI) to join S&P MidCap 400; shares move higher. (01:37) Costco Wholesale (COST) lowers prices on select Kirkland brand items. (01:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: APLD, QCOM, and moreSpaceX set for early entry into MSCI indexes after IPOOpenAI confidentially f
Intel and chips lead Nasdaq rebound
Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish soccer club reportedly hedged relegation risk through Kalshi. (1:49) Show NotesAI picks World Cup winners and dark horsesJensen juices tech stocks Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for f
Pfizer chases monthly edge
Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system. (01:03) Marvell Technology (MRVL), Flex (FLEX) jump on S&P 500 inclusion plan.Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: NRIX, HON, and moreTech sell-off can be a buying opportunity, says Nvidia CEO Jens
SpaceX IPO tests $1.8T valuation
SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle earnings spotlight AI cloud growth. (2:13) Show NotesSiri to star at Apple WWDCEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quan
Wall Street Roundup: AI trade passes the baton
Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)Transcripts: seekingalpha.com/wsbSign 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.
LULU's discount dilemma
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 moreThe summer box office bli
Quantinuum IPO pops on Nasdaq debut
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 NotesThe stocks poised to win the World CupBots top human internet traffic Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scor
Broadcom beat not enough
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 moreNetflix explores voice AI, generative
SpaceX targets record IPO
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 NotesFord 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, subscribe to S
Bitcoin's great withdrawal
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 moreGoogle just said it plans to spend
Huang sees Marvell's trillion-dollar path
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 NotesWilliam 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 quant scor
Alphabet Wants $80B
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 moreMicrosoft Build: W
Nvidia expands its AI ambitions
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 NotesRecord 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, subscribe
Berkshire builds on Taylor Morrison
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 moreAt a glance: stocks gapping down premarketAt a glance: stocks gap
Quantinuum IPO and Broadcom earnings headline week
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 NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe
New Glenn ignites concern
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 moreExxon, Chevron heads warn of higher oil
GDP revised down with inflation elevated
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 NotesBest Buy soarsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend
Snowflake turns up the heat
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 moreAssociated Press plans to provide OpenAI with it
First AI film to debut at Tribeca
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 NotesThe physical economy muscles its way into the rallyEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sc
Micron bytes into $1T
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 moreAmerica’s tril
BP ousts chairman over governance
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 NotesThe markets are doing the Fed’s job for itEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen
Futures rise, oil drops
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 moreDon’t believe the GDPNow hypeTaiwan overtakes Ind
Inflation week takes center stage
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 NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sco
Summer travel meets FIFA fever
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
Quantum stakes and OpenAI IPO
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 NotesSpaceX says its market rivals total U.S. GDPEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, st
Nvidia bets beyond China
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 moreIran deal looks like a 30-day ceasefire extens
Intuit announces layoffs as Meta 'bloodbath' starts
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 NotesCan NVDA learn from NVD.A?UK wants food price capsEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analys
Big oil bets examined
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 moreMeta Platforms begins new round of layoffs affecting ~8,000 employeesNvid
Ex-OpenAI researcher bets against Nvidia
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 NotesBest Income Ideas Online SummitEpisode 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 S
Markets eye Iran pause
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: AGYSSEC eyes plan for trading token
Berkshire back in department stores after 60 years
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 NotesBest Income Ideas Online SummitEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen
Next era of power
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: RAMP, D, a
Nvidia faces priced-in perfection
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 NotesBest Income Ideas Online SummitOptions indicate GTA 6 pre-saleEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full acc
Wall Street Saturday: Shorting consumer stocks with George Noble
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 PicksAvoid S&P + Bonds, Buy Gold + Energy - George NobleEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings
Wall Street Roundup: Macro Week
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/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra
POET deal sparks surge
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 morePutin t
Ford rallies on energy storage push
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 NotesDunkin’ vs. Tim HortonsBlackRock’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 scores, d
Cerebras sells like hot chips
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 moreUS clears Nvidia H200 sales to Alibaba, Tencent
Wholesale inflation hits post-Covid levels
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 NotesWells 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 Seekin
Dimon warns markets too giddy
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 morePayPal to waive $30M in fees to settle DOJ prob
eBay rejects GameStop bid
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 NotesUK 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 ratings, st
Trump targets pump prices
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 moreSilver surges to biggest gain since February
AI lessons from Ma Bell
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 NotesInvestor who called Nvidia in ’16 now likes ‘lifecording’ stocks Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to an
Futures dip as oil jumps
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 moreDid value meals kill the smashburger star?Ma Bell's history hints that A
Cerebras leads IPO rush
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 NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, su
Wall Street Roundup: Market turning lemons into limoncello
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 warMicron, AMD lead AI and chip stocks higher despite Middle East woesKnow When To Hold 'Em And When To Fold 'EmEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stoc
Cloudflare trades staff for AI
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 moreFederal trade court strikes down Trump's 10% global tariffSh
DOJ probes timed oil trades
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 NotesThe market’s fatal conceit?Quantum company IonQ posts strong results Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access
SpaceX sets course for one Musk rule
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 moreOil in red as market awaits Iran r
Disney rallies on broad growth
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 NotesRyan 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, subscribe to S
Soda & chips: McDonald's and AMD in focus
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 moreAnthropic inks $200B Google cloud, chip
Global borrowing costs soaring
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 NotesDuolingo 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 score
Pinterest Pins Premarket Pop
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 moreApple weighs using Intel and Sa
Cerebras seeks $3.5B IPO
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 NotesWilliam Blair’s stock conviction listA history of Star Wars at the box office Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for
GameStop adds eBay to cart
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 moreGreg Abel steps into Buffett’s arena,
Wall Street Roundup: tech reports
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 gainsMeta Platforms (META) Q1 2026 Earnings Call TranscriptGoogle, Nvidia among 8 inking deals with Pentagon for AI use on classified workEpisode tran
Sandisk beats, shares slip
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 moreSenators ban themselves from betting in predic
GDP shy, inflation stays hot
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 NotesJobless claims hit lowest level since 1969Episode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, st
Big Tech delivers, capex jumps
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 moreNvidia B300 se
Powell to stay on at the Fed
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 NotesWhy 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 Premiu
Robinhood falls on Q1 miss, expenses boost
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 NotesSeagate 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 quant scor
Oil rallies on OPEC shock
Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)Show NotesShell warns global crude supply disruption could drag into 2027Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdownAmazon Q1 preview: All eyes on AWS, capital spendingEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and fo
UAE exits OPEC
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 NotesWill a wealth tax cause an AI bubble to pop?Semiconductors flash dot-com vibesEpisode transcripts seekingalpha.com/wsb.Sign up for our daily newsletter here and for full access to analyst ratings, stock quant
Celestica stumbles post-earnings
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 NotesNo 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 ratings, stock
Microsoft and OpenAI now in open relationship
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 NotesHow 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, subscribe t
Budget airlines seek government aid
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 NotesSee 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 access to
Earnings floodgate opens in Powell's last Fed Week
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 NotesTrump safe after shooting at Correspondents DinnerEarnings CalendarDividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock qua
Intel chips fly high
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 moreTSMC hits record high after Taiwan loosens fund inves
DEA reschedules pot as less dangerous
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 NotesMagic: The Gathering levitates Hasbro stockEpisode 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
ServiceNow tanks on margins
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 moreBessent says
Spirit Airlines in line for government bailout
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 NotesGoldman says rally is getting harder to chaseEpisode 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
OpenAI faces Florida probe
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 moreAnthropic’s Mythos model is
Consumers still spending
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 NotesCondom prices jumping because of Iran warThe unlikely rally leader (not tech)Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock q
Cook hands Apple to Ternus
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 moreSpaceX said to host three days of analyst meetings at Starbase, Colossus this week'Big Short' i
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