Wall Street Breakfast

Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)      

Show Notes
Dunkin’ vs. Tim Hortons
BlackRock’s fixed income playbook  

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.

AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, DOCS, and more
US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports
Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit
Ford soars amid growing confidence that hyperscalers may use its energy storage business

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.

PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17)      

Show Notes
Wells Fargo’s playbook for market euphoria  

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.

Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LUNR, NXT, and more
PayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program'
Qualcomm tumbles, leading semiconductor and AI stocks lower
Nvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. president

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.

Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. (1:49)      

Show Notes
UK bond market faces off against another prime minister  

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.