Wall Street Breakfast

Latest Episodes:

Summer travel meets FIFA fever May 22, 2026

Show notes

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.
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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
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Quantum stakes and OpenAI IPO May 21, 2026

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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.
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Nvidia bets beyond China May 21, 2026

Show notes

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.
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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
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Intuit announces layoffs as Meta 'bloodbath' starts May 20, 2026

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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.
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Big oil bets examined May 20, 2026

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Ex-OpenAI researcher bets against Nvidia May 19, 2026

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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.
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Markets eye Iran pause May 19, 2026

Show notes

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.
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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
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Berkshire back in department stores after 60 years May 18, 2026

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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.
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