Wall Street Breakfast

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)

Show Notes: 
SA Investing Community weighs in on Iran war
Micron, AMD lead AI and chip stocks higher despite Middle East woes
Know When To Hold 'Em And When To Fold 'Em

Episode transcripts: seekingalpha.com/wsb

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Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: XYZ, TTD, NET, and more
Federal trade court strikes down Trump's 10% global tariff
Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one'
US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports

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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  

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.

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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