Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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41
UAE exits OPEC

UAE exits OPEC

Apr 28, 2026

UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong organic revenue. (1:39)       Show Notes Will ...

42
Celestica stumbles post-earnings

Celestica stumbles post-earnings

Apr 28, 2026

Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30)   Show Notes No ...

43
Microsoft and OpenAI now in open relationship

Microsoft and OpenAI now in open relationship

Apr 27, 2026

Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger. (2:29)       Show Notes How are the top IPOs...

44
Budget airlines seek government aid

Budget airlines seek government aid

Apr 27, 2026

Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI cost competition intensifies. (2:10)   Show Notes ...

45
Earnings floodgate opens in Powell's last Fed Week

Earnings floodgate opens in Powell's last Fed Week

Apr 26, 2026

Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep underperformance. (3:26) Show Notes Trump safe...

46
Intel chips fly high

Intel chips fly high

Apr 24, 2026

Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal. (01:53) Nike (NKE) cuts 1,400 jo...

47
DEA reschedules pot as less dangerous

DEA reschedules pot as less dangerous

Apr 23, 2026

Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27)       Show Notes Magic: The...

48
ServiceNow tanks on margins

ServiceNow tanks on margins

Apr 23, 2026

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25...

49
Spirit Airlines in line for government bailout

Spirit Airlines in line for government bailout

Apr 22, 2026

Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41)       Show Notes Goldman says...

50
OpenAI faces Florida probe

OpenAI faces Florida probe

Apr 22, 2026

OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ ...

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