Wall Street Breakfast

Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48)

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Biggest stock movers Tuesday: AGYS
SEC eyes plan for trading tokenized versions of stocks on crypto platforms - report
Samsung, union make concessions, but issues remain
Lululemon slams its founder ahead of contested board vote

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Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51)      

Show Notes
Best Income Ideas Online Summit

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NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs, closing regional offices. (02:52) 

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Biggest stock movers Monday: RAMP, D, and more
Seven warning signs — and two positives — for the market: BTIG’s Krinsky
Amazon faces consumer lawsuit over tariff-related price hikes
SA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan?

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Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01)  

Show Notes
Best Income Ideas Online Summit
Options indicate GTA 6 pre-sale
Earnings Calendar
Dividend Roundup

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Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts.

Show Notes: 
Best Income Ideas Online Summit 
Alpha Picks
Avoid S&P + Bonds, Buy Gold + Energy - George Noble

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Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20)

Show Notes: 
Best Income Ideas Online Summit 

Episode transcripts: seekingalpha.com/wsb

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POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350. (02:32)

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Biggest stock movers Friday: PZZA, TSM, and more
Putin to visit Beijing on May 20, just days after Trump-Xi summit concludes, SCMP says
SanDisk warns shareholders to reject below-market mini-tender offer from Tutanota
Papa John's gains after report largest franchisee joins Irth in takeover bid

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Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)      

Show Notes
Dunkin’ vs. Tim Hortons
BlackRock’s fixed income playbook  

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AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22)

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Biggest stock movers Thursday: CSCO, DOCS, and more
US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports
Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit
Ford soars amid growing confidence that hyperscalers may use its energy storage business

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PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17)      

Show Notes
Wells Fargo’s playbook for market euphoria  

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