Wall Street Breakfast

Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year. (2:37)      

Show Notes
Why Powell says he’s staying  

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Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)  

Show Notes
Seagate soars post-earnings
Warsh passes first Fed chair vote  

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Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)

Show Notes
Shell warns global crude supply disruption could drag into 2027
Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown
Amazon Q1 preview: All eyes on AWS, capital spending

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UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong organic revenue. (1:39)      

Show Notes
Will a wealth tax cause an AI bubble to pop?
Semiconductors flash dot-com vibes

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Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30)  

Show Notes
No cheap import autos for the U.S.?
Bed, Bath & Beyond back from the grave  

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Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger. (2:29)      

Show Notes
How are the top IPOs of ’25 faring?
 OpenAI phone coming?

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Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10)  

Show Notes
See what the S&P would look like with SpaceX, OpenAI and Anthropic
China shuts down Meta deal
   
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Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance. (3:26)

Show Notes
Trump safe after shooting at Correspondents Dinner
Earnings Calendar
Dividend Roundup

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Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20)

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Show links: 
Biggest stock movers Friday: INTC, COUR, and more
TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%
Spirit Airlines bailout? Trump says 'I think we'd just buy it'
Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: report

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Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)      

Show Notes
Magic: The Gathering levitates Hasbro stock

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