Wall Street Breakfast

Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)      

Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks  

Episode transcripts seekingalpha.com/wsb.

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Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13) Dunkin' Donuts owner Inspire Brands files confidentially for IPO. (02:28)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: MRNA, WEN, and more
Did value meals kill the smashburger star?
Ma Bell's history hints that AI could be recession-proof
Trump administration proposes easier employer access to IVF benefits

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Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy prices driving inflation concerns. (1:55)    

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)

Show Notes: 
SA Investing Community weighs in on Iran war
Micron, AMD lead AI and chip stocks higher despite Middle East woes
Know When To Hold 'Em And When To Fold 'Em

Episode transcripts: seekingalpha.com/wsb

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Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: XYZ, TTD, NET, and more
Federal trade court strikes down Trump's 10% global tariff
Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one'
US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports

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