Wall Street Breakfast

Latest Episodes:

Markets pop on peace hopes Apr 08, 2026

Show notes

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.
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Biggest stock movers Wednesday: LEVI, SHEL, and more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report
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Quantum computer fever cooling Apr 07, 2026

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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 Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List
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.

Insurers pop on Medicare rate hike Apr 07, 2026

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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.
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Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists
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Disney's new chapter in Paris begins Apr 06, 2026

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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 Notes
Credit 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 exits Kanye fest Apr 06, 2026

Show notes

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.
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Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown
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Trump says he may blow up Iran and seize its oil Apr 05, 2026

Show notes

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)
Show Notes
Delta expected to report solid numbers
Earnings Calendar
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Anthropic leak hits Claude Code Apr 02, 2026

Show notes

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 Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd
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Oil gains after war talk Apr 02, 2026

Show notes

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.
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Biggest stock movers Thursday: RC, CLDX, and more
Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report
No deal yet? Trump readies new tariffs on select drugmakers - report
Stocks hedge funds love to short
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Nike plunges, options hint rebound Apr 01, 2026

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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 Notes
Artemis II moon mission
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RH feels housing chill Apr 01, 2026

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