Wall Street Breakfast

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 NotesWilliam Blair’s stock conviction listA 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.

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 moreGreg Abel steps into Buffett’s arena, Berkshire shareholders like what they sawBessent warns Americans should be concerned about AI threats to bank accountsTrump 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.

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 gainsMeta Platforms (META) Q1 2026 Earnings Call TranscriptGoogle, Nvidia among 8 inking deals with Pentagon for AI use on classified workEpisode transcripts: seekingalpha.com/wsbSign 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.

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 moreSenators ban themselves from betting in prediction marketsHuawei expects AI chip sales to surge at least 60% in 2026: reportU.S. seeks to deploy hypersonic missile for possible use against Iran - reportSign 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.

GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)      Show NotesJobless claims hit lowest level since 1969Episode 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.

Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) discusses 'The Apprentice' reboot, with Don Jr. as potential host - WSJ. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: GOOG, META, QCOM, and moreNvidia B300 servers hit $1M price in China amid U.S. curbs - reportU.S. said to pitch new coalition to restore freedom of navigation in Strait of HormuzAmazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AISign 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.

Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year. (2:37)      Show NotesWhy Powell says he’s staying  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.

Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)  Show NotesSeagate soars post-earnings Warsh passes first Fed chair vote  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.

Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)Show NotesShell warns global crude supply disruption could drag into 2027Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdownAmazon Q1 preview: All eyes on AWS, capital spendingEpisode transcripts: seekingalpha.com/wsbSign 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.

UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong organic revenue. (1:39)      Show NotesWill a wealth tax cause an AI bubble to pop?Semiconductors flash dot-com vibesEpisode 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.

Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30)  Show NotesNo cheap import autos for the U.S.?Bed, Bath & Beyond back from the grave  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.

Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger. (2:29)      Show NotesHow are the top IPOs of ’25 faring? OpenAI phone coming?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.

Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10)  Show NotesSee what the S&P would look like with SpaceX, OpenAI and Anthropic China shuts down Meta deal   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.

Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance. (3:26)Show NotesTrump safe after shooting at Correspondents DinnerEarnings CalendarDividend 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.

Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, COUR, and moreTSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%Spirit Airlines bailout? Trump says 'I think we'd just buy it'Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: reportSign 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.

Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)      Show NotesMagic: The Gathering levitates Hasbro stockEpisode 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.

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.Show links: Biggest stock movers Thursday: IBM, QS, NOW, and moreBessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflictQuantumScape sees increased demand outside of auto industrySpaceX may make its own GPUs amid AI push - reportSign 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.

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 NotesGoldman says rally is getting harder to chaseEpisode 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.

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.Show links: Biggest stock movers Wednesday: ADBE, GTLB, and moreAnthropic’s Mythos model is being accessed by unauthorized users: BloombergMusk's SpaceX weighs $60B buyout of Cursor or $10B partnership payoutManhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlogSign 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.

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 NotesCondom prices jumping because of Iran warThe unlikely rally leader (not tech)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.