Wall Street Breakfast

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 rally is getting harder to chase

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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’ studio lot at deep discount after dropping WBD bid: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ADBE, GTLB, and more
Anthropic’s Mythos model is being accessed by unauthorized users: Bloomberg
Musk's SpaceX weighs $60B buyout of Cursor or $10B partnership payout
Manhattan Associates jumps 9% after lifting FY26 guidance, signals strong backlog

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March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)      

Show Notes
Condom prices jumping because of Iran war
The unlikely rally leader (not tech)

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Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: AMZN, LCID, and more
SpaceX said to host three days of analyst meetings at Starbase, Colossus this week
'Big Short' investor Burry says sudden crash after record surge would be uncharted territory
PG&E, Tesla approve Cybertruck and charging systems for residential V2X program in California

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Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      

Show Notes
Why it looks too soon to short stocks

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