UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new weight-loss drugs by '29. (5:11)Show NotesGoldman picks top capex and R&D; stocksTesla skids to a new 52-week low with earnings on tap for TuesdayVerizon gains as Q1 earnings top estimatesEpisode 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.

Tech trade tide turning?

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb

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Biden administration reportedly revokes export licenses to supply Huawei with chips. (00:24) Reddit (RDDT) delivers profitable quarter on an adjusted EBITDA basis in first results since IPO. (01:13) Royal Caribbean (RCL) to hire thousands to keep up with record cruise demand - report. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: LYFT, RIVN, TWLO, and moreBoy given Pfizer experimental Duchenne muscular dystrophy therapy diesTesla in China: Elon Musk eyes robotaxi testing; top exec returns to lead local businessTikTok sues U.S. government over law forcing its sale or banSign 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.

U.S. reportedly restricts Qualcomm, Intel over Huawei supply

Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45)Show NotesDruckenmiller cuts Nvidia stake, says AI may be 'overhyped' near termPalantir sell-off is 'golden buying opportunity,' Wedbush saysEpisode 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.

Apple goes big on iPads

Lucid (LCID) erases intraday gains on downbeat Q1 results. (00:24) Japan may intervene if yen (USD:JPY) fluctuates excessively, top forex official warns. (01:08) Boeing's Starliner (BA) launch delayed due to faulty valve. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: PLTR, LCID, and moreBP p.l.c. misses top-line and bottom-line estimates; initiates Q2 and reaffirms FY24 outlookBlackRock sees 3 reasons why stock investors should stay in the market in MayAmazon plans to invest nearly $9B to boost cloud infrastructure in Singapore - reportSign 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.

Lucid retreats as Q1 disappoints

Elon Musk says Berkshire should take Tesla stake after trimming Apple. (0:16) Robinhood Crypto gets SEC Wells Notice. (1:41) iPhone takes top 4 spots in Q1 smartphone sales. (2:18)Show NotesEarnings estimates for the Magnificent 7 are ramping up. What about the other 493?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.

Musk says Buffett should buy Tesla stock

Up, up and away: Space investment in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be acquired by EQT for about $3B. (01:30) Starbucks (SBUX) ex-CEO Howard Schultz: U.S. operations need major fixes. (02:22) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto stocks, MPW, LAZR, and moreEarnings week ahead: Disney, Palantir, Shopify, Uber, Plug Power and moreParamount now in formal negotiations with Apollo, Sony over acquisitionFord has an $80B beast under the hood. Will investors start noticing?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.

Tech trade tide turning?

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