Wall Street Breakfast Seeking Alpha

Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: META, IBM, F, and more
Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says
GDP watch: U.S. economic growth likely slowed in Q1
BHP weighs potential takeover of Anglo American - Bloomberg (update)

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Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53) 

Show Notes
Stock investors facing 'meaningful losses' but hope lies in key metric
Durable goods orders rise more than expected in March

Episode transcripts seekingalpha.com/wsb
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Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: TSLA, TXN, ENPH, and more
JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance
Grayscale files to register shares of ethereum trust, plans for lower-fee substitute
History suggests the materials sector is about to hit a seasonal peak, RenMac says

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State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22)

Snow Notes
J.P. Morgan's Kolanovic says the correction in stocks isn't finished yet
U.S. PMI Manufacturing unexpectedly slips into negative territory in April

Episode transcripts seekingalpha.com/wsb
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UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for 24/7 stock trading. (02:43)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: IBRX, NVS, and more
FTC sues to block Capri Holdings $8.5B sale to Tapestry
Headed into earnings, most Magnificent 7 stocks are well off their 2024 peaks
California bill aims to ban Clear from airport security lines

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UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new weight-loss drugs by '29. (5:11)

Show Notes
Goldman picks top capex and R&D stocks
Tesla skids to a new 52-week low with earnings on tap for Tuesday
Verizon gains as Q1 earnings top estimates

Episode transcripts seekingalpha.com/wsb
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