Wall Street Breakfast

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: APLD, STAA, and moreOpenAI plans retail IPO share allocation, CFO saysBessent flags urgency on crypto bill amid regulatory gapsMeta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: reportSign 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.

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LEVI, SHEL, and moreIran, Oman to charge fees for Hormuz transit during ceasefire - reportShipowners eye escape for 800 vessels as Hormuz reopening loomsMore departures at The Trade Desk as three execs depart -- reportSign 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.

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)Show NotesDelta hikes baggage feesBenchmark’s Best Ideas ListEpisode 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.

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HUM, UNH, and moreAnthropic targets $30B revenue, signs TPU deal with Google and BroadcomThe stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s KettnerGoldman warns copper faces downside risk if Hormuz disruption persistsSign 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.

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      Show NotesCredit default swap volumes hit record    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.

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: SLNO, TWLO, and moreS&P 500 “up 80% of the time” in April over 20 yearsSA Asks: What's next for Tesla following a tepid EV deliveries report?Writers Guild, studios strike tentative deal to avert another Hollywood shutdownSign 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.

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  Show NotesDelta expected to report solid numbersEarnings Calendar 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.

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)Show NotesStocks hedge funds love to shortMcDonald’s makes big moves to win back value crowd  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.

Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: RC, CLDX, and moreIntel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - reportNo deal yet? Trump readies new tariffs on select drugmakers - reportStocks hedge funds love to shortSign 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.

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    Show NotesArtemis II moon mission    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.

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: NKE, BYND, and moreTrump to address nation Wednesday on Iran as U.S. signals exitGold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200Constellation Energy tops S&P 500 losers after no news on power deals for data centersNike slides 9% after issuing soft guidance during its earnings callSign 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.

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    Show NotesThe biggest pain trades of Q1 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.

Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: SPCE, MKC, and moreUnilever, McCormick near merger to create global food giantPentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructureSign 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.

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Monday: ORGN, RKLB, and moreBofA strategist sees weak stocks and bonds, strong dollar into Q2Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earningsSuspicious trades around Trump policy moves raise insider concernsSign 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.

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)Show NotesEarnings CalendarDividend RoundupEpisode 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.

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links: Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market CorrectionStrait of Hormuz disruptions send global plastics prices soaringSecretary of State Rubio says the war with Iran will continue for 2-4 weeks moreWall Street slides as Trump delays Iran energy strikesEpisode transcripts: seekingalpha.com/wsbSign 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.

Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: U, VERI, and moreTrump’s signature to appear on U.S. currency, a first for a sitting presidentOpenAI ad pilot crosses $100M annualized revenue mark in six weeksPentagon weighs sending up to 10,000 more troops to the Middle East: reportSign 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.

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: OLPX, SMCI, and moreTrump team reportedly exploring implications of oil reaching $200 per barrelIran said to draft bill to impose fees for transit through Strait of HormuzSuper Micro faces lawsuit alleging securities fraud tied to China salesSign 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.

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)    Show NotesMeta ties exec rewards to $9T valuation   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.

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ARM, KBH, and moreElon Musk's SpaceX may file for U.S. IPO as early as this week, report saysOpenAI plans to discontinue its video generation app SoraForeign phone shipments in China slump 7.7% in February: reportSign 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.