Wall Street Breakfast Seeking Alpha

Trump Media (DJT) drops after verdict reached in New York criminal case. (00:32) OPEC+ considering extending some production cuts into 2025 - report. (01:15)  AI content deals said to be under DOJ scrutiny. (02:08) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ZS, DELL, DJT, and more
Walmart jumps head of Amazon Prime Day with its Walmart+ Week event
EU approves Biogen treatment for genetic form of ALS
Home prices hit new all-time highs in March - S&P CoreLogic Case-Shiller
XLU and its 10 top holdings on course for May win as AI investing lights up utility stocks

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Q1 inflation was also revised lower, cheering rate doves. (0:16) Analysts defend Salesforce after first revenue miss since 2006. (2:02) Is the 60/40 portfolio back? (4:17) 

Show Notes
Activist investor Nelson Peltz sells out of entire Disney stake
C3.ai soars as analysts praise AI-enhanced Q4 results, forecast

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Google (GOOG) (GOOGL) Search secret algorithm documentation leaked. (00:27) Biden administration throws support behind building large-scale nuclear reactors. (01:16) Homeland Security cracking down on customs brokers used by Shein, Temu (PDD). (03:18) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: CRM, PATH, and more
Activist investor Nelson Peltz sells out of entire Disney stake - CNBC
Gap between Nvidia's 20% post-Q1 leap and S&P 500's slip was unprecedented - Evercore ISI
Stocks with momentum and at least 5% EPS revisions since end of March - Wolfe Research

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.