Wall Street Breakfast

DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment. (2:19)      

Show Notes
The market’s fatal conceit?
Quantum company IonQ posts strong results  

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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.

Show links: 
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.

Show links: 
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.