Wall Street Breakfast

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: CRDO, BMBL, and more
U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report
Toyota Industries receives take-private offer from Group companies
Huawei sets June 11 launch date for Pura 80 series smartphones

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Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax. (2:43)

Show Notes
New AI stock darling Nebius looks to raise cash
Morgan Stanley still bullish on U.S. exceptionalism

Episode transcripts: seekingalpha.com/wsb  
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Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21)

Episode transcripts seekingalpha.com/wsb.

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Samsung said to be close to wide-ranging deal with Perplexity for AI features
Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs
China 'firmly rejects' Trump's accusation on Geneva trade deal breach

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May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)

Show Notes 
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).

Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript

Episode transcripts: seekingalpha.com/wsb

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Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: MRVL, PATH, GAP, and more
Costco outpaces Walmart and Target again in the U.S.
SEC ends legal battle with top crypto exchange Binance
Nvidia, Dell to provide new supercomputer to US Department of Energy
Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in

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Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)  

Show Notes
Now might be the time for this ultimate contrarian trade

Episode transcripts: seekingalpha.com/wsb  
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Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: NVDA, AI, and more
U.S. pauses exports of airplane engine tech to China - report
Google starts direct online sales in India of Pixel smartphones
Tesla eyes June 12 as the launch date for its robotaxi service in Austin

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Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: OKTA, BOX, and more
SpaceX's Starship loses control mid-flight, 30 minutes after launch
Texas governor signs law mandating age verification on Apple and Google app stores
Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum

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Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: INFA, PRTA, and more
Trump says US Steel will remain under American control with Nippon deal
SA Asks: What are the best robotaxi stocks right now?
Trump’s $175B missile shield is said to face steep tech, budgetary challenges

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