Wall Street Breakfast

Huang sees Marvell's trillion-dollar path 02.06.2026 3мин

Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33) Show NotesWilliam Blair updates its Conviction 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.

Alphabet Wants $80B 02.06.2026 4мин

Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HPE, MCHP, and moreMicrosoft Build: What to expectDamaged Blue Origin pad may not be restored until 2028, NASA official saysMcDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-AOpenAI sued by Florida over alleged AI harmSign 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.

Nvidia expands its AI ambitions 01.06.2026 3мин

Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34) Show NotesRecord IPO year at hand 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.

Berkshire builds on Taylor Morrison 01.06.2026 5мин

Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TMHC, NVDA, and moreAt a glance: stocks gapping down premarketAt a glance: stocks gapping up premarketSoftBank dethrones Toyota as Japan's most valuable companyNvidia debuts RTX Spark AI superchip for Windows laptops, desktopsTrump says Iran 'really wants to make a deal' as peace talks enter new monthSign 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.

Quantinuum IPO and Broadcom earnings headline week 31.05.2026 3мин

Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook for a cooling labor market. (1:58)Show NotesEarnings CalendarDividend 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 Alpha at seekingalpha.com/subscriptions.

New Glenn ignites concern 29.05.2026 4мин

Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14) Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03) Costco (COST) sees record fuel sales volumes as shoppers look to save on gas.(01:45) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and moreExxon, Chevron heads warn of higher oil prices amid falling inventoriesFAA says premium airline seats are causing certification delaysAnthropic surpasses OpenAI as most valuable AI startup after raising $65BSign 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.

GDP revised down with inflation elevated 28.05.2026 3мин

U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends abandoning EV plans as luxury buyers favored hybrid vehicles. (2:35) Show NotesBest Buy soarsEpisode 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.

Snowflake turns up the heat 28.05.2026 4мин

Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M Polymarket bet. (1:31) Ohio to pause tax incentives for future data centers. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: UMAC, SNOW, crypto, and moreAssociated Press plans to provide OpenAI with its US election resultsTrump files new $10B lawsuit against Wall Street Journal publisherOil futures rise as U.S., Iran trade strikes and Kuwait activates air defensesSign 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.

First AI film to debut at Tribeca 27.05.2026 3мин

AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger production momentum after FAA review. (1:45) Show NotesThe physical economy muscles its way into the rallyEpisode 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.

Micron bytes into $1T 27.05.2026 5мин

Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ZS, APPS, and moreAmerica’s trillion-dollar club just got biggerGoldman lifts S&P 500 target to 8,000 on robust earnings growthOpenAI's Altman realizes AI can't replace 'human part' of workZscaler tumbles as mixed guidance outshines strong Q3 resultsSign 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.

BP ousts chairman over governance 26.05.2026 4мин

BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32)Show NotesThe markets are doing the Fed’s job for itEpisode 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.

Futures rise, oil drops 26.05.2026 3мин

Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Space stocks and moreDon’t believe the GDPNow hypeTaiwan overtakes India as world's fifth-largest stock market as TSMC surgesChina limits overseas travel for top AI talent at Alibaba, DeepSeek: 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.

Inflation week takes center stage 24.05.2026 3мин

Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon. (2:26) Show NotesEarnings CalendarDividend 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 Alpha at seekingalpha.com/subscriptions.

Summer travel meets FIFA fever 22.05.2026 8мин

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.Show links: Biggest stock movers Friday: WDAY, ZM, and moreRLJ Lodging Trust (RLJ) Q1 2026 Earnings Call TranscriptHost Hotels & Resorts, Inc. (HST) Q1 2026 Earnings Call TranscriptAirbnb CEO Chesky says company aims to become ‘Amazon for services’ - 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.

Quantum stakes and OpenAI IPO 21.05.2026 3мин

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 NotesSpaceX says its market rivals total U.S. GDPEpisode 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.

Nvidia bets beyond China 21.05.2026 6мин

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.Show links: Biggest stock movers Thursday: INTU, APLD, and moreIran deal looks like a 30-day ceasefire extension - Eurasia GroupTraders bet big on OpenAI beating Anthropic to IPO firstOpenAI prepares to possibly file for IPO as soon as Friday: reportJPMorgan to hire more AI specialists, fewer bankers, Dimon saysSign 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.

Intuit announces layoffs as Meta 'bloodbath' starts 20.05.2026 4мин

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 NotesCan NVDA learn from NVD.A?UK wants food price capsEpisode 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.

Big oil bets examined 20.05.2026 6мин

CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMC, RBLX, and moreMeta Platforms begins new round of layoffs affecting ~8,000 employeesNvidia heads into earnings with largest short position in SPX: S3 PartnersTesla steps up 'urgent' FSD hiring in China amid rollout delaysSign 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.

Ex-OpenAI researcher bets against Nvidia 19.05.2026 4мин

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 NotesBest Income Ideas Online SummitEpisode 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.

Markets eye Iran pause 19.05.2026 6мин

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.Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Tuesday: AGYSSEC eyes plan for trading tokenized versions of stocks on crypto platforms - reportSamsung, union make concessions, but issues remainLululemon slams its founder ahead of contested board voteSign 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.