Wall Street Breakfast

Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)

Show links: 
U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype

Episode transcripts: seekingalpha.com/wsb

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Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)    

Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season  

Episode transcripts: seekingalpha.com/wsb
 
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IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)      

Show Notes
Goldman’s top long duration stocks  

Episode transcripts seekingalpha.com/wsb.

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Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08)      

Show Notes
Microsoft climbs in historic multi-day rally
Alibaba targets AI games and video

Episode transcripts: seekingalpha.com/wsb  
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President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26)      

Show Notes
Credit spreads, banks signal ‘damage contained’  

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.