Wall Street Breakfast

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers

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The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15)

Show Notes
Claude gets salts with ChatGPT over ads

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Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: AMD, SMCI, and more
Group of BP investors seeks proof that shift to oil and gas will bring value
Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
Bitcoin-led crypto selloff wipes out nearly $468B in market value - report

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PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)

Show Notes
Pepsi boosts shareholder returns

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Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, TER, and more
Alphabet's Waymo valued at $126B in latest funding round
India's stock market rallies as investors cheer U.S. trade deal
Uber reenters Chinese market after years, starting with Macau

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