Wall Street Breakfast Seeking Alpha

ARK Investment management bets on the AI startup. (0:16) Could Devon Energy hijack ConocoPhillips deal for Marathon? (4:11) Hedge funds at record exposure to Magnificent 7. (5:00)

Show Notes
American Airlines stock slides on adjusted profit guidance cut
OpenAI to see PWC become its largest ChatGPT Enterprise customer

Episode transcripts seekingalpha.com/wsb
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ConocoPhillips (COP) is looking to scoop up Marathon Oil (MRO) - FT. (00:22) Merck (MRK) to buy eye-care startup EyeBio for up to $3B - report. (00:59) Trading platform Robinhood (HOOD) launches $1B share buyback plan. (01:55) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: HOOD, AAL, and more
Hess shareholders approve $53B sale to Chevron
First of Sam Bankman-Fried's lieutenants sentenced to 7.5 years in prison - report
BHP wants more time to discuss $49B takeover bid for Anglo American
Volkswagen is still charging ahead with plans for a low-cost electric vehicle launch in Europe in 2027

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T-Mobile to buy substantially all of UScellular's wireless operations. (0:16) Consumer confidence snaps losing streak. (2:26) UBS boosts S&P target to Street high. (4:51)

Show Notes
Energy Transfer to buy WTG Midstream in $3.25B cash and stock deal
Bitfarms jumps after rejecting $2.30 a sharer offer from rival Riot Platforms
CrowdStrike gains as Morgan Stanley sees it topping $100B valuation soon

Episode transcripts seekingalpha.com/wsb
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Hess (HES) shareholders to vote on proposed $53B sale to Chevron (CVX). (00:25) Micron (MU) said to plan new DRAM chip factory in Hiroshima. (01:42) Fed's Kashkari: More positive inflation data needed before rate cut, can't rule out hike. (02:15) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GME, MOMO, and more
Earnings week ahead: Salesforce, Costco, Canopy Growth, Dell, Dollar General, and more
Elon Musk’s AI startup xAI hits $24B valuation after latest fundraising round
Families of Uvalde school shooting victims sue Meta, Microsoft's Activision
Auto insurance inflation set to tap on the brakes, BofA economist says

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Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). This is an abridged conversation from a recent Investing Experts podcast.

Show Notes:
Chaim Siegel Is Bullish For 2024
All About Inflation (Again)
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’

Episode transcripts: seekingalpha.com/wsb

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The core PCE price index for April hits Friday. (0:14) Salesforce, Best Buy and Chewy highlight earnings. (0:55) GameStop cashes in on meme resurgence. (3:02) 

Show Notes
Cathie Wood says investors at Great Depression-level of intensity in search for safety

Episode transcripts seekingalpha.com/wsb
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