Wall Street Breakfast

Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, near top of range - reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to develop AI content, products: report. (02:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AMD, PINS, SMCI, and more
Expect no rate change, hawkish tone, balance sheet clues at Fed meeting
Amazon sticks with the master plan of no dividend payouts, heavy capex spending
Microsoft plans cloud, AI infrastructure in Thailand, to open 1st data center in the country

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.

The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56)

Show Notes
Citi upgrades energy sector, says stocks can recover quickly from geopolitical jolts

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 Premium at seekingalpha.com/subscriptions.

NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M for illegally sharing location data. (01:22) USDA now inspecting ground beef due to avian flu outbreak in cows - report. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NXPI, MSTR, ST, and more
Amazon earnings are coming. Could a dividend announcement be part of the mix?
Tesla's big rally on China developments is called overdone by Wells Fargo
Lululemon downgraded as apparel tastes change, competitors gain in popularity

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.

The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgrade ahead of earnings. (3:44)

Show Notes
With rate cuts pushed out, Goldman looks at quality stocks
Tesla's 'watershed' moment in China helps lift Chinese electric vehicle stocks

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 Premium at seekingalpha.com/subscriptions.

Philips (PHG) to pay $1.1B to settle U.S. litigation over recalled sleep apnea devices. (00:26) Turkey in talks with Exxon (XOM) over multibillion dollar LNG supply deal - FT. (01:53) Skydance makes 'best and final' offer for Paramount Global (PARA) - Bloomberg. (02:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, PHG, and more
IPO watch: Cruise line operator Viking to go public as it looks to cash in on baby boomer buzz
Japanese yen rebounds on suspected intervention from Tokyo
Earnings week ahead: Amazon, Apple, Pfizer, AMD, Coca-Cola, Starbucks and more
MicroStrategy stands to flourish if it implements new accounting rules, analyst says

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.

Traders will be looking for any hints to the timing of rate cuts. (0:17) Apple and Amazon lead the earnings parade. (2:06) Elon Musk makes surprise visit to China. (4:12)

Show Notes
SA Analyst Roundtable: When will the Fed cut rates?
Earnings Calendar
Baird says short interest increased in April in the fashion and wellness industries

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 Premium at seekingalpha.com/subscriptions.

Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show links:
Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report

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.

Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GOOG, MSFT, SNAP, and more
Hertz slides 20% as depreciating Teslas dent the bottom line
Honda to spend C$15B to expand electric vehicle efforts in Canada
FCC votes to bring back net neutrality rules

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.

GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defend Meta stock. (3:33) Biggest oil ETF sees biggest outflows ever. (4:42)

Show Notes
David Einhorn: Gold demand from the East is pushing its price higher
Only 14 S&P stocks have a 3% yield and have climbed over 10% YTD
7 Stocks in Fin-tech and Payments Baird analysts like the most

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 Premium at seekingalpha.com/subscriptions.

Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: META, IBM, F, and more
Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says
GDP watch: U.S. economic growth likely slowed in Q1
BHP weighs potential takeover of Anglo American - Bloomberg (update)

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.