Wall Street Breakfast

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 more
Don’t believe the GDPNow hype
Taiwan overtakes India as world's fifth-largest stock market as TSMC surges
China limits overseas travel for top AI talent at Alibaba, DeepSeek: report

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 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 Notes
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.

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 more
RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript
Host Hotels & Resorts, Inc. (HST) Q1 2026 Earnings Call Transcript
Airbnb CEO Chesky says company aims to become ‘Amazon for services’ - report

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.

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 Notes
SpaceX says its market rivals total U.S. GDP

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.

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 more
Iran deal looks like a 30-day ceasefire extension - Eurasia Group
Traders bet big on OpenAI beating Anthropic to IPO first
OpenAI prepares to possibly file for IPO as soon as Friday: report
JPMorgan to hire more AI specialists, fewer bankers, Dimon says

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.