Wall Street Breakfast

Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35)

Show links: 
Nasdaq crosses 25K for first time as tech stocks power gains
Meta Platforms (META) Q1 2026 Earnings Call Transcript
Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work

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.

Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TWLO, ROKU, RBLX, and more
Senators ban themselves from betting in prediction markets
Huawei expects AI chip sales to surge at least 60% in 2026: report
U.S. seeks to deploy hypersonic missile for possible use against Iran - 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.

GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze. (2:55)      

Show Notes
Jobless claims hit lowest level since 1969

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.

Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) discusses 'The Apprentice' reboot, with Don Jr. as potential host - WSJ. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: GOOG, META, QCOM, and more
Nvidia B300 servers hit $1M price in China amid U.S. curbs - report
U.S. said to pitch new coalition to restore freedom of navigation in Strait of Hormuz
Amazon, Google, and Microsoft are seeing unprecedented gains in cloud, thanks to AI

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.

Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year. (2:37)      

Show Notes
Why Powell says he’s staying  

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.