Wall Street Breakfast

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.

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Biggest stock movers today: LYFT, RIVN, TWLO, and more
Boy given Pfizer experimental Duchenne muscular dystrophy therapy dies
Tesla in China: Elon Musk eyes robotaxi testing; top exec returns to lead local business
TikTok sues U.S. government over law forcing its sale or ban

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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 Notes
Druckenmiller cuts Nvidia stake, says AI may be 'overhyped' near term
Palantir sell-off is 'golden buying opportunity,' Wedbush says

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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.

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Biggest stock movers today: PLTR, LCID, and more
BP p.l.c. misses top-line and bottom-line estimates; initiates Q2 and reaffirms FY24 outlook
BlackRock sees 3 reasons why stock investors should stay in the market in May
Amazon plans to invest nearly $9B to boost cloud infrastructure in Singapore - report

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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 Notes
Earnings estimates for the Magnificent 7 are ramping up. What about the other 493?

Episode transcripts seekingalpha.com/wsb
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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.

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Biggest stock movers today: Crypto stocks, MPW, LAZR, and more
Earnings week ahead: Disney, Palantir, Shopify, Uber, Plug Power and more
Paramount now in formal negotiations with Apollo, Sony over acquisition
Ford has an $80B beast under the hood. Will investors start noticing?

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Focus returns to Disney numbers, streaming after proxy battle. (0:18) First iPad update in 18 months expected. (1:59) Warren Buffett's Q&A. (2:45)

Show Notes
Goldman’s top 50 Stable Growth stocks
Full earnings calendar
Catalyst Watch

Episode transcripts seekingalpha.com/wsb
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Dave & Buster's (PLAY) arcade game betting venture sparks youth gambling concerns. (00:25) Rivian (RIVN) lands $827M in state funding to help expand manufacturing plant in Illinois. (01:16) Apple (AAPL) Q2 results top expectations despite iPhone fears; unveils $110B buyback. (02:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: AAPL, SQ, and more
J.P. Morgan cautious on crypto with retreat by retail investors, dearth of upside drivers
Marijuana opposition group raising money to fight cannabis rescheduling
Sony, Apollo send letter advancing $26B Paramount bid - reports

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Peloton also announces layoffs, but shares fall post-earnings. (0:16) Novo Nordisk faces weight-loss drug price competition. (2:20) Second Boeing whistleblower dies. (3:28)

Show Notes
Ned Davis Research’s Crowd Sentiment Poll ends another long streak of optimism

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Exxon (XOM) set to win FTC OK for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to the test as stock soars after hours on Q1 results. (01:15) Google (GOOG) (GOOGL) to lay off hundreds in 'Core teams,' move some jobs to India, Mexico: report. (02:07)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: QCOM, DASH, and more
'Sell in May and go away': Does it apply in 2024?
These are the 10 biggest ETFs focused on Artificial Intelligence
Novo Nordisk lifts guidance as Ozempic, Wegovy sales surge; but stock falls 3%
Bitcoin starts May with a downward spiral, sliding to below $60K mark

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Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)

Show Notes
Viking Holdings jumps 10% above its IPO pricing level in opening trading
Will April's pullback bring 'May flowers’ for stocks? Or is it time to sell in May and go away?

Episode transcripts seekingalpha.com/wsb
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