Wall Street Breakfast

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 NotesCondom prices jumping because of Iran warThe 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.

Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: AMZN, LCID, and moreSpaceX said to host three days of analyst meetings at Starbase, Colossus this week'Big Short' investor Burry says sudden crash after record surge would be uncharted territoryPG&E, Tesla approve Cybertruck and charging systems for residential V2X program in CaliforniaSign 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.

Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      Show NotesWhy it looks too soon to short stocksEpisode 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.

Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Psychedelic stocks and moreGreg Abel puts his stamp on Berkshire Hathaway as Buffett era fadesCarney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategyEli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJSign 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.

Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)  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 Seeking Alpha Premium at seekingalpha.com/subscriptions.

Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)Show links: U.S. stocks rise to new highs as the Strait of Hormuz is declared openBlue Owl Capital: Don't Believe The (Negative) HypeEpisode transcripts: seekingalpha.com/wsbSign 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.

Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)    Show NotesWestern states look to desalination amid Colorado River crisisA ‘reverse perfect storm’ coming this earnings season  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.

IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)      Show NotesGoldman’s top long duration stocks  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.

Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)      Show NotesMicrosoft climbs in historic multi-day rallyAlibaba targets AI games and videoEpisode 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.  

President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)      Show NotesCredit spreads, banks signal ‘damage contained’  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.

Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GTLB, AVGO, and moreGameStop to launch its digital trading card platform on April 15Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potentialNvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBTS, and XNDU see notable gainsSign 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.

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)      Show NotesPower stocks with AI tailwinds  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.

PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BE, GSAT, and moreSupply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few daysWhat happens when AI becomes sentient? Google hired a philosopher to find outMeta set to overtake Google in digital ad revenues for the first timeSign 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.

 Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)Show NotesDividend stocks with an attractive mix  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.

Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: REPL, BKR, and moreChinese rare earth producers hike prices by 44% for Q2‘Annoyance Economy’ costs U.S. households $165B a year, study findsWall Street trading desks poised for $40B quarter amid geopolitical turmoilSign 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 banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  Show NotesDividend 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 Seeking Alpha Premium at seekingalpha.com/subscriptions.

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)Show links: U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continuePalantir declines, but Wedbush downplays any threat by AnthropicInvesting ExpertsEpisode transcripts: seekingalpha.com/wsbSign 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.

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SLP, TGLS, and moreChina AI firm reveals $92M of banned Nvidia chip servers: reportStarmer “fed up” with volatile energy prices due to Putin, TrumpRussia, Ukraine agree to ceasefire for Orthodox EasterSign 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.

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: APLD, STAA, and moreOpenAI plans retail IPO share allocation, CFO saysBessent flags urgency on crypto bill amid regulatory gapsMeta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: 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.

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.Show links: Biggest stock movers Wednesday: LEVI, SHEL, and moreIran, Oman to charge fees for Hormuz transit during ceasefire - reportShipowners eye escape for 800 vessels as Hormuz reopening loomsMore departures at The Trade Desk as three execs depart -- 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.