Wall Street Breakfast

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.

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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

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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.

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Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)  

Show Notes
Seagate soars post-earnings
Warsh passes first Fed chair vote  

Episode transcripts: seekingalpha.com/wsb
 
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Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)

Show Notes
Shell warns global crude supply disruption could drag into 2027
Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown
Amazon Q1 preview: All eyes on AWS, capital spending

Episode transcripts: seekingalpha.com/wsb

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