Wall Street Breakfast

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30)Show Notes: Best Income Ideas Online Summit Alpha PicksAvoid S&P + Bonds, Buy Gold + Energy - George NobleEpisode 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.

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/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.

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 morePutin to visit Beijing on May 20, just days after Trump-Xi summit concludes, SCMP saysSanDisk warns shareholders to reject below-market mini-tender offer from TutanotaPapa John's gains after report largest franchisee joins Irth in takeover bidSign 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.

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 NotesDunkin’ vs. Tim HortonsBlackRock’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.

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 moreUS clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reportsXi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summitFord soars amid growing confidence that hyperscalers may use its energy storage businessSign 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.

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 NotesWells 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.

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 morePayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program'Qualcomm tumbles, leading semiconductor and AI stocks lowerNvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. presidentSign 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.

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 NotesUK 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.

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 moreSilver surges to biggest gain since February; India's Modi asks citizens to pause gold buyingNvidia’s CEO Jensen Huang reportedly left off Donald Trump’s China CEO delegationMeta loses tussle in EU's top court over compensation to Italian publishersSign 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.

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 NotesInvestor 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.

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 moreDid value meals kill the smashburger star?Ma Bell's history hints that AI could be recession-proofTrump administration proposes easier employer access to IVF benefitsSign 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.

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 NotesEarnings CalendarDividend RoundupEpisode 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.

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 warMicron, AMD lead AI and chip stocks higher despite Middle East woesKnow When To Hold 'Em And When To Fold 'EmEpisode 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.

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 moreFederal trade court strikes down Trump's 10% global tariffShell 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 reportsSign 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.

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 NotesThe 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.

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 moreOil in red as market awaits Iran response; Trump sees swift end to warMicrosoft mulls delaying energy vow amid data center boom: report'Credit card spending is through the roof' - NEC's HassettSign 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.

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 NotesRyan 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.

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 moreAnthropic inks $200B Google cloud, chip pact - reportNovo Nordisk says oral Wegovy success to soften sales declineDeepSeek may be valued at $45B as China's Big Fund eyes investment - 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.

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 NotesDuolingo 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.

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 moreApple weighs using Intel and Samsung to build main device chips, Bloomberg reportsAI cloud providers gain ground as Micron makes lone jump among chip stocksTesla’s FSD push in Europe hits roadblocks - 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.