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.Show links: Biggest stock movers Tuesday: CRDO, BMBL, and moreU.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - reportToyota Industries receives take-private offer from Group companiesHuawei sets June 11 launch date for Pura 80 series smartphonesSign 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 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 NotesNew AI stock darling Nebius looks to raise cashMorgan Stanley still bullish on U.S. exceptionalismEpisode 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.

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.Show links: Samsung said to be close to wide-ranging deal with Perplexity for AI featuresAsian steelmaker stocks fall as Trump moves to double U.S. metal tariffsChina 'firmly rejects' Trump's accusation on Geneva trade deal breachSign 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.

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 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 Seeking Alpha Premium at seekingalpha.com/subscriptions.

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 dataCostco outpaces Walmart and Target again in the U.S.Salesforce Q1 Earnings Call TranscriptEpisode 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.

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.Show links: Biggest stock movers Friday: MRVL, PATH, GAP, and moreCostco outpaces Walmart and Target again in the U.S.SEC ends legal battle with top crypto exchange BinanceNvidia, Dell to provide new supercomputer to US Department of EnergyBessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh inSign 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.

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 NotesNow might be the time for this ultimate contrarian tradeEpisode 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.

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.Show links: Biggest stock movers Thursday: NVDA, AI, and moreU.S. pauses exports of airplane engine tech to China - reportGoogle starts direct online sales in India of Pixel smartphonesTesla eyes June 12 as the launch date for its robotaxi service in AustinSign 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.

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.Show links: Biggest stock movers Wednesday: OKTA, BOX, and moreSpaceX's Starship loses control mid-flight, 30 minutes after launchTexas governor signs law mandating age verification on Apple and Google app storesBox outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentumSign 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.

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

Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)  Show NotesEarnings CalendarThe ticking fiscal time bombEpisode 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.

Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30).Show Notes:Target Q1 Earnings Call TranscriptTech Stocks - Focus On What Management Isn't Talking AboutEpisode 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.

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: WDAY, INTU, and moreJapan could trigger a ‘global financial market Armageddon’ – SGSupreme Court preserves Fed independence, lets Trump shake up other agenciesNuclear names surge as Trump set to sign orders to boost industrySign 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.

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)  Show NotesThe most crowded hedge fund longsEpisode 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: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNOW, URBN, and moreMicrosoft files legal action against malware Lumma StealerFormer Apple exec Jony Ive joins OpenAI in $6.5B blockbuster dealSnowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovationSign 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 company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20)Show Notes Man United bears rooting for SpursEpisode 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 unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy: report. (03:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PANW, TOL, and moreElon Musk on robots, litigious shareholders, and AISA Asks: Can retailers afford to eat tariff costs?Kraft Heinz considering strategic options to unlock valueSign 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 lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)   Show NotesMickey Mouse joins F1Episode 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.

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ASAN, ASPI, and moreFed likely to stay in wait-and-see mode till at least SeptemberAlphabet's Waymo cleared to expand robotaxi service in Bay AreaIntel mulls sale of networking and edge unit - 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.

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)  Show NotesCostco’s sales of Kirkland brand rival Lowe’s and P&GEpisode 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.