Wall Street Breakfast

Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)

Show Notes
Dividend stocks with an attractive mix  

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Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: REPL, BKR, and more
Chinese rare earth producers hike prices by 44% for Q2
‘Annoyance Economy’ costs U.S. households $165B a year, study finds
Wall Street trading desks poised for $40B quarter amid geopolitical turmoil

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Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  

Show Notes
Dividend Roundup

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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)

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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

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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

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