Wall Street Breakfast

UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong organic revenue. (1:39)      

Show Notes
Will a wealth tax cause an AI bubble to pop?
Semiconductors flash dot-com vibes

Episode transcripts seekingalpha.com/wsb.

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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, 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 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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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.