Wall Street Breakfast

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.

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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

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ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: IBM, QS, NOW, and more
Bessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflict
QuantumScape sees increased demand outside of auto industry
SpaceX may make its own GPUs amid AI push - report

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Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)      

Show Notes
Goldman says rally is getting harder to chase

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OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep discount after dropping WBD bid: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog

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