Wall Street Breakfast

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.

Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jobs in another layoff round this year. (03:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: INTC, COUR, and more
TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%
Spirit Airlines bailout? Trump says 'I think we'd just buy it'
Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: report

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Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)      

Show Notes
Magic: The Gathering levitates Hasbro stock

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.