Wall Street Breakfast

Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01)  

Show Notes
Options indicate GTA 6 pre-sale
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30)

Show Notes: 
Best Income Ideas Online Summit 
Alpha Picks
Avoid S&P + Bonds, Buy Gold + Energy - George Noble

Episode transcripts: seekingalpha.com/wsb

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Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (11:20)

Show Notes: 
Best Income Ideas Online Summit 

Episode transcripts: seekingalpha.com/wsb

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POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record-setting price as shares open at $350. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Register Now: Best Income Ideas Online Summit 
Biggest stock movers Friday: PZZA, TSM, and more
Putin to visit Beijing on May 20, just days after Trump-Xi summit concludes, SCMP says
SanDisk warns shareholders to reject below-market mini-tender offer from Tutanota
Papa John's gains after report largest franchisee joins Irth in takeover bid

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Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)      

Show Notes
Dunkin’ vs. Tim Hortons
BlackRock’s fixed income playbook  

Episode transcripts seekingalpha.com/wsb.

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