Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59)Show NotesSeeking Alpha Catalyst WatchEarnings CalendarEpisode 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.

Here comes Nvidia

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Trump Media (DJT) drops after verdict reached in New York criminal case. (00:32) OPEC+ considering extending some production cuts into 2025 - report. (01:15)  AI content deals said to be under DOJ scrutiny. (02:08) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ZS, DELL, DJT, and moreWalmart jumps head of Amazon Prime Day with its Walmart+ Week eventEU approves Biogen treatment for genetic form of ALSHome prices hit new all-time highs in March - S&P; CoreLogic Case-ShillerXLU and its 10 top holdings on course for May win as AI investing lights up utility stocksSign 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.

Trump Media falls after verdict reached in New York criminal case

Q1 inflation was also revised lower, cheering rate doves. (0:16) Analysts defend Salesforce after first revenue miss since 2006. (2:02) Is the 60/40 portfolio back? (4:17) Show NotesActivist investor Nelson Peltz sells out of entire Disney stakeC3.ai soars as analysts praise AI-enhanced Q4 results, forecastEpisode 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.

GDP revised down to 1.3% with weaker consumption

Google (GOOG) (GOOGL) Search secret algorithm documentation leaked. (00:27) Biden administration throws support behind building large-scale nuclear reactors. (01:16) Homeland Security cracking down on customs brokers used by Shein, Temu (PDD). (03:18) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CRM, PATH, and moreActivist investor Nelson Peltz sells out of entire Disney stake - CNBCGap between Nvidia's 20% post-Q1 leap and S&P; 500's slip was unprecedented - Evercore ISIStocks with momentum and at least 5% EPS revisions since end of March - Wolfe ResearchSign 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.

Google confirms leak of algorithm documents

ARK Investment management bets on the AI startup. (0:16) Could Devon Energy hijack ConocoPhillips deal for Marathon? (4:11) Hedge funds at record exposure to Magnificent 7. (5:00)Show NotesAmerican Airlines stock slides on adjusted profit guidance cutOpenAI to see PWC become its largest ChatGPT Enterprise customerEpisode 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.

Cathie Wood invests in Elon Musk's xAI

ConocoPhillips (COP) is looking to scoop up Marathon Oil (MRO) - FT. (00:22) Merck (MRK) to buy eye-care startup EyeBio for up to $3B - report. (00:59) Trading platform Robinhood (HOOD) launches $1B share buyback plan. (01:55) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: HOOD, AAL, and moreHess shareholders approve $53B sale to ChevronFirst of Sam Bankman-Fried's lieutenants sentenced to 7.5 years in prison - reportBHP wants more time to discuss $49B takeover bid for Anglo AmericanVolkswagen is still charging ahead with plans for a low-cost electric vehicle launch in Europe in 2027Sign 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.

Here comes Nvidia

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