Wall Street Breakfast

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)  

Show Notes
Shakeup coming in one of the biggest gold ETFs

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.

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years

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.

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market? (5:47)  

Show Notes 
Earnings Calendar
Dividend Roundup

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.

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Musk And Trump Fight Goes Off The Rails
Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates

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.

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TSLA, DOCU, and more
Amazon set to test AI-powered humanoid robots for deliveries - report
Rent the Runway's refreshed inventory lures in new shoppers
DocuSign crashes as company lowers full-year billings guidance

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.

Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)  

Show Notes
ETF inflows surge

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.

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MDB, TOPS, and more
Trump signs travel ban for citizens from 12 countries, citing security concerns
Canada to hold off response on higher U.S. metals tariffs
Global energy investment to touch record $3.3 trillion in 2025, IEA says

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 IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50)  

Show Notes
Highest-conviction picks from Jefferies

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.

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, HPE, and more
Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
Wells Fargo's asset cap is lifted by Federal Reserve after seven years
Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'

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.

Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)  

Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?

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.