Wall Street Breakfast

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)      Show NotesPower stocks with AI tailwinds  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.

PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BE, GSAT, and moreSupply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few daysWhat happens when AI becomes sentient? Google hired a philosopher to find outMeta set to overtake Google in digital ad revenues for the first timeSign 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.

 Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)Show NotesDividend stocks with an attractive mix  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.

Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: REPL, BKR, and moreChinese rare earth producers hike prices by 44% for Q2‘Annoyance Economy’ costs U.S. households $165B a year, study findsWall Street trading desks poised for $40B quarter amid geopolitical turmoilSign 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 and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  Show NotesDividend 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.

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)Show links: U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continuePalantir declines, but Wedbush downplays any threat by AnthropicInvesting ExpertsEpisode 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.

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SLP, TGLS, and moreChina AI firm reveals $92M of banned Nvidia chip servers: reportStarmer “fed up” with volatile energy prices due to Putin, TrumpRussia, Ukraine agree to ceasefire for Orthodox EasterSign 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.

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: APLD, STAA, and moreOpenAI plans retail IPO share allocation, CFO saysBessent flags urgency on crypto bill amid regulatory gapsMeta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: 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.

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LEVI, SHEL, and moreIran, Oman to charge fees for Hormuz transit during ceasefire - reportShipowners eye escape for 800 vessels as Hormuz reopening loomsMore departures at The Trade Desk as three execs depart -- 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.

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)Show NotesDelta hikes baggage feesBenchmark’s Best Ideas ListEpisode 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.

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HUM, UNH, and moreAnthropic targets $30B revenue, signs TPU deal with Google and BroadcomThe stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s KettnerGoldman warns copper faces downside risk if Hormuz disruption persistsSign 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.

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      Show NotesCredit default swap volumes hit record    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.

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: SLNO, TWLO, and moreS&P 500 “up 80% of the time” in April over 20 yearsSA Asks: What's next for Tesla following a tepid EV deliveries report?Writers Guild, studios strike tentative deal to avert another Hollywood shutdownSign 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 threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  Show NotesDelta expected to report solid numbersEarnings Calendar 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.

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)Show NotesStocks hedge funds love to shortMcDonald’s makes big moves to win back value crowd  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 prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: RC, CLDX, and moreIntel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - reportNo deal yet? Trump readies new tariffs on select drugmakers - reportStocks hedge funds love to shortSign 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.

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    Show NotesArtemis II moon mission    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.

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: NKE, BYND, and moreTrump to address nation Wednesday on Iran as U.S. signals exitGold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200Constellation Energy tops S&P 500 losers after no news on power deals for data centersNike slides 9% after issuing soft guidance during its earnings callSign 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.

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    Show NotesThe biggest pain trades of Q1 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.

Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: SPCE, MKC, and moreUnilever, McCormick near merger to create global food giantPentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructureSign 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.