Wall Street Breakfast

Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19)

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Biggest stock movers Wednesday: LUNR, NXT, and more
PayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program'
Qualcomm tumbles, leading semiconductor and AI stocks lower
Nvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. president

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Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. (1:49)      

Show Notes
UK bond market faces off against another prime minister  

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Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: PLUG, HIMS, and more
Silver surges to biggest gain since February; India's Modi asks citizens to pause gold buying
Nvidia’s CEO Jensen Huang reportedly left off Donald Trump’s China CEO delegation
Meta loses tussle in EU's top court over compensation to Italian publishers

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Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)      

Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks  

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Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: MRNA, WEN, and more
Did value meals kill the smashburger star?
Ma Bell's history hints that AI could be recession-proof
Trump administration proposes easier employer access to IVF benefits

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Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55)    

Show Notes
Earnings Calendar
Dividend Roundup

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Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)

Show Notes: 
SA Investing Community weighs in on Iran war
Micron, AMD lead AI and chip stocks higher despite Middle East woes
Know When To Hold 'Em And When To Fold 'Em

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Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/

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Biggest stock movers Friday: XYZ, TTD, NET, and more
Federal trade court strikes down Trump's 10% global tariff
Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one'
US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports

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DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment. (2:19)      

Show Notes
The market’s fatal conceit?
Quantum company IonQ posts strong results  

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SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: SNAP, FSLY, and more
Oil in red as market awaits Iran response; Trump sees swift end to war
Microsoft mulls delaying energy vow amid data center boom: report
'Credit card spending is through the roof' - NEC's Hassett

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