Wall Street Breakfast

Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: CRWD, AVGO, and more Netflix explores voice AI, generative tech to cure 'content overload' frustration U.S. House of Representatives vote to restrict Trump's military actions in Iran Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead 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.

Transcribed - Published: 4 June 2026

SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)      Show Notes Ford issues ‘do not drive’ advisory     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.

Transcribed - Published: 3 June 2026

Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: GME, MRVL, and more Google just said it plans to spend $80B more on AI. Which companies might benefit? GameStop rallies after record Q1 operating income tally, new $2B buyback program Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build 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.

Transcribed - Published: 3 June 2026

Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)      Show Notes William Blair updates its Conviction List   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.

Transcribed - Published: 2 June 2026

Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)    Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: HPE, MCHP, and more Microsoft Build: What to expect Damaged Blue Origin pad may not be restored until 2028, NASA official says McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A OpenAI sued by Florida over alleged AI harm 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.

Transcribed - Published: 2 June 2026

Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)   Show Notes Record IPO year at hand 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.

Transcribed - Published: 1 June 2026

Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: TMHC, NVDA, and more At a glance: stocks gapping down premarket At a glance: stocks gapping up premarket SoftBank dethrones Toyota as Japan's most valuable company Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops Trump says Iran 'really wants to make a deal' as peace talks enter new month 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.

Transcribed - Published: 1 June 2026

Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58) 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 Alpha at seekingalpha.com/subscriptions.

Transcribed - Published: 31 May 2026

Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14)  Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03)  Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more Exxon, Chevron heads warn of higher oil prices amid falling inventories FAA says premium airline seats are causing certification delays Anthropic surpasses OpenAI as most valuable AI startup after raising $65B 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.

Transcribed - Published: 29 May 2026

U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35)      Show Notes Best Buy soars 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.

Transcribed - Published: 28 May 2026

Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: UMAC, SNOW, crypto, and more Associated Press plans to provide OpenAI with its US election results Trump files new $10B lawsuit against Wall Street Journal publisher Oil futures rise as U.S., Iran trade strikes and Kuwait activates air defenses 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.

Transcribed - Published: 28 May 2026

AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45)      Show Notes The physical economy muscles its way into the rally 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.

Transcribed - Published: 27 May 2026

Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ZS, APPS, and more America’s trillion-dollar club just got bigger Goldman lifts S&P 500 target to 8,000 on robust earnings growth OpenAI's Altman realizes AI can't replace 'human part' of work Zscaler tumbles as mixed guidance outshines strong Q3 results 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.

Transcribed - Published: 27 May 2026

BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32) Show Notes The markets are doing the Fed’s job for it 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.

Transcribed - Published: 26 May 2026

Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: Space stocks and more Don’t believe the GDPNow hype Taiwan overtakes India as world's fifth-largest stock market as TSMC surges China limits overseas travel for top AI talent at Alibaba, DeepSeek: report 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.

Transcribed - Published: 26 May 2026

Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon. (2:26)   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 Alpha at seekingalpha.com/subscriptions.

Transcribed - Published: 24 May 2026

As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, companies like United Airlines (UAL) Airbnb (ABNB) and Marriott (MAR) are betting late-breaking travel demand will still turn this summer into a winning season. Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: WDAY, ZM, and more RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript Host Hotels & Resorts, Inc. (HST) Q1 2026 Earnings Call Transcript Airbnb CEO Chesky says company aims to become ‘Amazon for services’ - report 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.

Transcribed - Published: 22 May 2026

U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B. (1:59)       Show Notes SpaceX says its market rivals total U.S. GDP 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.

Transcribed - Published: 21 May 2026

Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: INTU, APLD, and more Iran deal looks like a 30-day ceasefire extension - Eurasia Group Traders bet big on OpenAI beating Anthropic to IPO first OpenAI prepares to possibly file for IPO as soon as Friday: report JPMorgan to hire more AI specialists, fewer bankers, Dimon 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.

Transcribed - Published: 21 May 2026

Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment. (1:29)       Show Notes Can NVDA learn from NVD.A? UK wants food price caps 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.

Transcribed - Published: 20 May 2026

CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: AMC, RBLX, and more Meta Platforms begins new round of layoffs affecting ~8,000 employees Nvidia heads into earnings with largest short position in SPX: S3 Partners Tesla steps up 'urgent' FSD hiring in China amid rollout delays 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.

Transcribed - Published: 20 May 2026

Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16)       Show Notes Best Income Ideas Online Summit 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.

Transcribed - Published: 19 May 2026

Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48) Episode transcripts seekingalpha.com/wsb. Show links:  Register Now: Best Income Ideas Online Summit  Biggest stock movers Tuesday: AGYS SEC eyes plan for trading tokenized versions of stocks on crypto platforms - report Samsung, union make concessions, but issues remain Lululemon slams its founder ahead of contested board vote 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.

Transcribed - Published: 19 May 2026

Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51)       Show Notes Best Income Ideas Online Summit 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.

Transcribed - Published: 18 May 2026

NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs, closing regional offices. (02:52)  Episode transcripts seekingalpha.com/wsb. Show links:  Register Now: Best Income Ideas Online Summit  Biggest stock movers Monday: RAMP, D, and more Seven warning signs — and two positives — for the market: BTIG’s Krinsky Amazon faces consumer lawsuit over tariff-related price hikes SA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan? 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.

Transcribed - Published: 18 May 2026

Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01)   Show Notes Best Income Ideas Online Summit Options indicate GTA 6 pre-sale 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 Alpha at seekingalpha.com/subscriptions.

Transcribed - Published: 17 May 2026

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts. Show Notes:  Best Income Ideas Online Summit  Alpha Picks Avoid S&P + Bonds, Buy Gold + Energy - George Noble 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.

Transcribed - Published: 16 May 2026

Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20) Show Notes:  Best Income Ideas Online Summit  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.

Transcribed - Published: 15 May 2026

POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350. (02:32) Episode transcripts seekingalpha.com/wsb. Show links:  Register Now: Best Income Ideas Online Summit  Biggest stock movers Friday: PZZA, TSM, and more Putin to visit Beijing on May 20, just days after Trump-Xi summit concludes, SCMP says SanDisk warns shareholders to reject below-market mini-tender offer from Tutanota Papa John's gains after report largest franchisee joins Irth in takeover bid 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.

Transcribed - Published: 15 May 2026

Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)       Show Notes Dunkin’ vs. Tim Hortons BlackRock’s fixed income playbook   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.

Transcribed - Published: 14 May 2026

AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: CSCO, DOCS, and more US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit Ford soars amid growing confidence that hyperscalers may use its energy storage business 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.

Transcribed - Published: 14 May 2026

PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17)       Show Notes Wells Fargo’s playbook for market euphoria   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.

Transcribed - Published: 13 May 2026

Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: LUNR, NXT, and more PayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program' Qualcomm tumbles, leading semiconductor and AI stocks lower Nvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. president 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.

Transcribed - Published: 13 May 2026

Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. (1:49)       Show Notes UK bond market faces off against another prime minister   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.

Transcribed - Published: 12 May 2026

Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLUG, HIMS, and more Silver surges to biggest gain since February; India's Modi asks citizens to pause gold buying Nvidia’s CEO Jensen Huang reportedly left off Donald Trump’s China CEO delegation Meta loses tussle in EU's top court over compensation to Italian publishers 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.

Transcribed - Published: 12 May 2026

Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)       Show Notes Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks   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.

Transcribed - Published: 11 May 2026

Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: MRNA, WEN, and more Did value meals kill the smashburger star? Ma Bell's history hints that AI could be recession-proof Trump administration proposes easier employer access to IVF benefits 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.

Transcribed - Published: 11 May 2026

Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55)     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 Alpha at seekingalpha.com/subscriptions.

Transcribed - Published: 10 May 2026

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Show Notes:  SA Investing Community weighs in on Iran war Micron, AMD lead AI and chip stocks higher despite Middle East woes Know When To Hold 'Em And When To Fold 'Em 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.

Transcribed - Published: 8 May 2026

Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/ Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: XYZ, TTD, NET, and more Federal trade court strikes down Trump's 10% global tariff Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one' US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports 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.

Transcribed - Published: 8 May 2026

DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment. (2:19)       Show Notes The market’s fatal conceit? Quantum company IonQ posts strong results   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.

Transcribed - Published: 7 May 2026

SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: SNAP, FSLY, and more Oil in red as market awaits Iran response; Trump sees swift end to war Microsoft mulls delaying energy vow amid data center boom: report 'Credit card spending is through the roof' - NEC's Hassett 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.

Transcribed - Published: 7 May 2026

Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00)       Show Notes Ryan Cohen says there’s no ‘urgency’ at eBay   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.

Transcribed - Published: 6 May 2026

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. Show links:  Biggest stock movers Wednesday: AMD, SMCI, and more Anthropic inks $200B Google cloud, chip pact - report Novo Nordisk says oral Wegovy success to soften sales decline DeepSeek may be valued at $45B as China's Big Fund eyes investment - report 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.

Transcribed - Published: 6 May 2026

The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)       Show Notes Duolingo sinks on soft guidance UnitedHealth to slash prior authorizations   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.

Transcribed - Published: 5 May 2026

Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: INTC, DUOL, and more Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports AI cloud providers gain ground as Micron makes lone jump among chip stocks Tesla’s FSD push in Europe hits roadblocks - report 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.

Transcribed - Published: 5 May 2026

AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of vehicles. (1:50)       Show Notes William Blair’s stock conviction list A history of Star Wars at the box office   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.

Transcribed - Published: 4 May 2026

eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection. (02:49) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Crypto stocks and more Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw Bessent warns Americans should be concerned about AI threats to bank accounts Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’ 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.

Transcribed - Published: 4 May 2026

Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35) Show links:  Nasdaq crosses 25K for first time as tech stocks power gains Meta Platforms (META) Q1 2026 Earnings Call Transcript Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work 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.

Transcribed - Published: 1 May 2026

Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: TWLO, ROKU, RBLX, and more Senators ban themselves from betting in prediction markets Huawei expects AI chip sales to surge at least 60% in 2026: report U.S. seeks to deploy hypersonic missile for possible use against Iran - report 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.

Transcribed - Published: 1 May 2026