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Wall Street Breakfast

Soda & chips: McDonald's and AMD in focus

Wall Street Breakfast

Seeking Alpha

News, Business, Business News, Investing

4.11K Ratings

🗓️ 6 May 2026

⏱️ 7 minutes

🧾️ Download transcript

Summary

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.

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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:07.0

We've made it to the middle of the trading week. Today is Wednesday, May 6th. I'm Julie Morgan.

0:13.0

McDonald's is adding six new crafted beverages to its menu today and a new position to make sure it's made right. The beverage

0:22.7

specialists will be focused on making the new more complex drinks. It includes three refreshers.

0:28.9

Customers can choose for mango pineapple flavor with strawberry boba, blackberry passion fruit with

0:35.0

freeze-dried dragon fruit fruit and a strawberry watermelon option.

0:39.5

In addition, three crafted sodas are also being added to the menu.

0:43.7

The crafted soda is a fountain drink enhanced with flavored syrups and cold foam.

0:49.0

Spriteberry blast will have blue raspberry syrup.

0:52.4

The orange dream resembles a cream sickle. And the dirty Dr. Pepper is a

0:57.0

classic Dr. Pepper with vanilla flavor, each top with cold foam. The new lineup will be closely

1:03.2

watched by rivals such as Starbucks, Taco Bell, Dutch Bros, and Duncan looking to protect their market

1:10.0

share. The updated drink menu reflects

1:12.7

McDonald's push into higher margin customizable drinks that can attract younger customers and create more

1:19.3

traffic beyond lunch and dinner. AMD is up 18% in early trading after reporting first quarter

1:27.3

results and guidance that topped Wall

1:29.6

Street's forecast. Shares have gained more than 60% in the past month and more than 250% in the

1:36.6

past year amid investor enthusiasm about AI spending. For the period ended March 28th, AMD said it earned and adjusted $1.37

1:46.6

cents per share as revenue rose 38% year over year to $10.25 billion. Analysts had expected the

1:55.0

company to earn $1.28 cents on revenues of $9.89 billion for the entire quarter.

2:01.3

AMD said it expects second quarter revenue to be between $10.9 and $11.5 billion,

2:07.6

which is above the $10.5 billion consensus.

...

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