Wall Street Breakfast

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists

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Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      

Show Notes
Credit default swap volumes hit record    

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PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown

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Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  

Show Notes
Delta expected to report solid numbers
Earnings Calendar 

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Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)

Show Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd  

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.