Wall Street Breakfast

Latest Episodes:

Celestica stumbles post-earnings Apr 28, 2026

Show notes

Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30)
Show Notes
No cheap import autos for the U.S.?
Bed, Bath & Beyond back from the grave
Episode transcripts: seekingalpha.com/wsb
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Microsoft and OpenAI now in open relationship Apr 27, 2026

Show notes

Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger. (2:29)
Show Notes
How are the top IPOs of ’25 faring?
OpenAI phone coming?
Episode transcripts seekingalpha.com/wsb.
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Budget airlines seek government aid Apr 27, 2026

Show notes

Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10)
Show Notes
See what the S&P would look like with SpaceX, OpenAI and Anthropic
China shuts down Meta deal
Episode transcripts: seekingalpha.com/wsb
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Earnings floodgate opens in Powell's last Fed Week Apr 26, 2026

Show notes

Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance. (3:26)
Show Notes
Trump safe after shooting at Correspondents Dinner
Earnings Calendar
Dividend Roundup
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 Alpha at seekingalpha.com/subscriptions.

Intel chips fly high Apr 24, 2026

Show notes

Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: INTC, COUR, and more
TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%
Spirit Airlines bailout? Trump says 'I think we'd just buy it'
Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: report
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DEA reschedules pot as less dangerous Apr 23, 2026

Show notes

Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)
Show Notes
Magic: The Gathering levitates Hasbro stock
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.

ServiceNow tanks on margins Apr 23, 2026

Show notes

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report
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Spirit Airlines in line for government bailout Apr 22, 2026

Show notes

Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)
Show Notes
Goldman says rally is getting harder to chase
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.

OpenAI faces Florida probe Apr 22, 2026

Show notes

OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog
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Consumers still spending Apr 21, 2026

Show notes

March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)
Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)
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.