Wall Street Breakfast Seeking Alpha

Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)

Show Notes
Viking Holdings jumps 10% above its IPO pricing level in opening trading
Will April's pullback bring 'May flowers’ for stocks? Or is it time to sell in May and go away?

Episode transcripts seekingalpha.com/wsb
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Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, near top of range - reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to develop AI content, products: report. (02:47)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AMD, PINS, SMCI, and more
Expect no rate change, hawkish tone, balance sheet clues at Fed meeting
Amazon sticks with the master plan of no dividend payouts, heavy capex spending
Microsoft plans cloud, AI infrastructure in Thailand, to open 1st data center in the country

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The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56)

Show Notes
Citi upgrades energy sector, says stocks can recover quickly from geopolitical jolts

Episode transcripts seekingalpha.com/wsb
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NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M for illegally sharing location data. (01:22) USDA now inspecting ground beef due to avian flu outbreak in cows - report. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NXPI, MSTR, ST, and more
Amazon earnings are coming. Could a dividend announcement be part of the mix?
Tesla's big rally on China developments is called overdone by Wells Fargo
Lululemon downgraded as apparel tastes change, competitors gain in popularity

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The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgrade ahead of earnings. (3:44)

Show Notes
With rate cuts pushed out, Goldman looks at quality stocks
Tesla's 'watershed' moment in China helps lift Chinese electric vehicle stocks

Episode transcripts seekingalpha.com/wsb
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Philips (PHG) to pay $1.1B to settle U.S. litigation over recalled sleep apnea devices. (00:26) Turkey in talks with Exxon (XOM) over multibillion dollar LNG supply deal - FT. (01:53) Skydance makes 'best and final' offer for Paramount Global (PARA) - Bloomberg. (02:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, PHG, and more
IPO watch: Cruise line operator Viking to go public as it looks to cash in on baby boomer buzz
Japanese yen rebounds on suspected intervention from Tokyo
Earnings week ahead: Amazon, Apple, Pfizer, AMD, Coca-Cola, Starbucks and more
MicroStrategy stands to flourish if it implements new accounting rules, analyst says

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