Wall Street Breakfast

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17)

Show links: 
U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue
Palantir declines, but Wedbush downplays any threat by Anthropic
Investing Experts

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.

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SLP, TGLS, and more
China AI firm reveals $92M of banned Nvidia chip servers: report
Starmer “fed up” with volatile energy prices due to Putin, Trump
Russia, Ukraine agree to ceasefire for Orthodox Easter

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.

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 more
OpenAI plans retail IPO share allocation, CFO says
Bessent flags urgency on crypto bill amid regulatory gaps
Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report

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.

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 more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report

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.

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 Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List

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.