Wall Street Breakfast

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report

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Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)      

Show Notes
Goldman says rally is getting harder to chase

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OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog

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March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)      

Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)

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Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: AMZN, LCID, and more
SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California

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Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      

Show Notes
Why it looks too soon to short stocks

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Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Psychedelic stocks and more
Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ

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Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)  

Show Notes
Earnings Calendar
Dividend Roundup

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Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)

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U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype

Episode transcripts: seekingalpha.com/wsb

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Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)    

Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season  

Episode transcripts: seekingalpha.com/wsb
 
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