Wall Street Breakfast

SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended his account. (01:39) DoorDash (DASH) rallies after pointing to record membership signups in Q1. (02:43)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: SNAP, FSLY, and more
Oil in red as market awaits Iran response; Trump sees swift end to war
Microsoft mulls delaying energy vow amid data center boom: report
'Credit card spending is through the roof' - NEC's Hassett

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Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws scrutiny. (2:00)      

Show Notes
Ryan Cohen says there’s no ‘urgency’ at eBay  

Episode transcripts seekingalpha.com/wsb.

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McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple (AAPL) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: AMD, SMCI, and more
Anthropic inks $200B Google cloud, chip pact - report
Novo Nordisk says oral Wegovy success to soften sales decline
DeepSeek may be valued at $45B as China's Big Fund eyes investment - report

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The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)      

Show Notes
Duolingo sinks on soft guidance
UnitedHealth to slash prior authorizations  

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.

Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INTC, DUOL, and more
Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports
AI cloud providers gain ground as Micron makes lone jump among chip stocks
Tesla’s FSD push in Europe hits roadblocks - report

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