Wall Street Breakfast

Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner, cut down on VP positions: report. (01:36) Terraform Labs to pay $4.47B to resolve SEC lawsuit. (02:07) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, AVGO, and more
Apple is not paying OpenAI for ChatGPT deal - report
Appeals court vacates ruling banning Amazon from firing pro-union workers
Ships will not return to Red Sea 'anytime soon' even with ceasefire, Frontline CEO says
GameStop is holding its annual meeting. Does Ryan Cohen have a surprise ready?

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Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P rally to new record highs as yields sink. (0:54) 

Show Notes
Seeking Alpha community still favors first Fed cut in September
Oracle has best day in years as Wall Street heaps hype on strong bookings, guidance
Global oil markets set for major surplus this decade, IEA says

Episode transcripts seekingalpha.com/wsb

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Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24)  Musk drops lawsuit against OpenAI: report. (01:31)  U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: ORCL, RTO, and more
No hot dog for you! Joey Chestnut banned from Nathan's iconic contest
Takeaways from Baird’s Global Consumer, Technology & Services Conference within Restaurants
Stocks with quality growth stories within Apparel, footwear and fitness - Baird
Changing energy market demands holistic view: Seeking Alpha Investing Summit Preview

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Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08)

Show Notes
Tesla topped Chevron as most shorted large-cap stock in May
Supreme Court seeks Biden administration views on Honolulu climate lawsuit
General Motors approves new $6B share repurchase program

Episode transcripts seekingalpha.com/wsb
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Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers: DXC, YEXT, and more
Is Nvidia primed for Dow inclusion after 10-for-1 stock split?
The stock market could see a shock after Wednesday’s inflation and Fed decision - analyst
Tesla fails to convince judge to throw out self-driving complaint; Musk issues Apple ban

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AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00)

Show Notes
Stocks with the highest and lowest liquidity - Goldman Sachs
Megacaps tend to get more retail juice post-stock splits - Goldman

Episode transcripts seekingalpha.com/wsb
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Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59)  Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: LUV, DO, KKR, and more
Adobe seeks to clarify new AI terms after users protest
Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now
Schwab Trading Activity Index rises slightly in May

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The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20)

Show Notes
Earnings calendar
Dividend Roundup 
7 Actionable trading ideas - Piper Sandler

Episode transcripts seekingalpha.com/wsb
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May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Meme stocks, DOCU, MTN, and more
Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA
Sportsbooks look for a boost from a highly anticipated NBA Finals
GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried?

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The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13)

Show Notes
Stocks with the largest market cap in the U.S. from the 1950s to today

Episode transcripts seekingalpha.com/wsb
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