Wall Street Breakfast

Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00)      

Show Notes
Ryan Cohen says there’s no ‘urgency’ at eBay  

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.

McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: AMD, SMCI, and more
Anthropic inks $200B Google cloud, chip pact - report
Novo Nordisk says oral Wegovy success to soften sales decline
DeepSeek may be valued at $45B as China's Big Fund eyes investment - 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.

The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)      

Show Notes
Duolingo sinks on soft guidance
UnitedHealth to slash prior authorizations  

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.

Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INTC, DUOL, and more
Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports
AI cloud providers gain ground as Micron makes lone jump among chip stocks
Tesla’s FSD push in Europe hits roadblocks - 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.

AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of vehicles. (1:50)      

Show Notes
William Blair’s stock conviction list
A history of Star Wars at the box office  

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.

eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks and more
Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw
Bessent warns Americans should be concerned about AI threats to bank accounts
Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’

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.

Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35)

Show links: 
Nasdaq crosses 25K for first time as tech stocks power gains
Meta Platforms (META) Q1 2026 Earnings Call Transcript
Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work

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.

Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TWLO, ROKU, RBLX, and more
Senators ban themselves from betting in prediction markets
Huawei expects AI chip sales to surge at least 60% in 2026: report
U.S. seeks to deploy hypersonic missile for possible use against Iran - 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.

GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)      

Show Notes
Jobless claims hit lowest level since 1969

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.

Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) discusses 'The Apprentice' reboot, with Don Jr. as potential host - WSJ. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: GOOG, META, QCOM, and more
Nvidia B300 servers hit $1M price in China amid U.S. curbs - report
U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz
Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI

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.