Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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31
Pinterest Pins Premarket Pop

Pinterest Pins Premarket Pop

May 05, 2026

Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms an...

32
Cerebras seeks $3.5B IPO

Cerebras seeks $3.5B IPO

May 04, 2026

AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of...

33
GameStop adds eBay to cart

GameStop adds eBay to cart

May 04, 2026

eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls...

34
Wall Street Roundup: tech reports

Wall Street Roundup: tech reports

May 01, 2026

Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35) Show links:  Nasdaq...

35
Sandisk beats, shares slip

Sandisk beats, shares slip

May 01, 2026

Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback. (01:17) Blue Owl (OWL) sold half of...

36
GDP shy, inflation stays hot

GDP shy, inflation stays hot

Apr 30, 2026

GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in ...

37
Big Tech delivers, capex jumps

Big Tech delivers, capex jumps

Apr 30, 2026

Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) disc...

38
Powell to stay on at the Fed

Powell to stay on at the Fed

Apr 29, 2026

Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year. (2:37)       Show Notes Why Powell says ...

39
Robinhood falls on Q1 miss, expenses boost

Robinhood falls on Q1 miss, expenses boost

Apr 29, 2026

Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)   Show Not...

40
Oil rallies on OPEC shock

Oil rallies on OPEC shock

Apr 29, 2026

Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14) Show Notes Shell warns global crude supply disruption could drag into 2027 Crude oil ...

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