Wall Street Breakfast

Latest Episodes:

Cerebras seeks $3.5B IPO May 04, 2026

Show notes

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 Notes
William Blair’s stock conviction list
A 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.

GameStop adds eBay to cart May 04, 2026

Show notes

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.
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Biggest stock movers Monday: Crypto stocks and more
Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw
Bessent warns Americans should be concerned about AI threats to bank accounts
Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’
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Wall Street Roundup: tech reports May 01, 2026

Show notes

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 gains
Meta Platforms (META) Q1 2026 Earnings Call Transcript
Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work
Episode transcripts: seekingalpha.com/wsb
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Sandisk beats, shares slip May 01, 2026

Show notes

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.
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Biggest stock movers Friday: TWLO, ROKU, RBLX, and more
Senators ban themselves from betting in prediction markets
Huawei expects AI chip sales to surge at least 60% in 2026: report
U.S. seeks to deploy hypersonic missile for possible use against Iran - report
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GDP shy, inflation stays hot Apr 30, 2026

Show notes

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 Notes
Jobless claims hit lowest level since 1969
Episode transcripts seekingalpha.com/wsb.
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Big Tech delivers, capex jumps Apr 30, 2026

Show notes

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.
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Biggest stock movers Thursday: GOOG, META, QCOM, and more
Nvidia B300 servers hit $1M price in China amid U.S. curbs - report
U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz
Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI
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Powell to stay on at the Fed Apr 29, 2026

Show notes

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 Notes
Why Powell says he’s staying
Episode transcripts seekingalpha.com/wsb.
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Robinhood falls on Q1 miss, expenses boost Apr 29, 2026

Show notes

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 Notes
Seagate soars post-earnings
Warsh passes first Fed chair vote
Episode transcripts: seekingalpha.com/wsb
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