Wall Street Breakfast Seeking Alpha

Microsoft (MSFT) faces advocacy group's privacy complaint in Austria over education program. (00:25) Illumina (ILMN) board approves spinoff of GRAIL. (01:54) NYSE to bust erroneous trades in Berkshire Hathaway's (BRK.A) class A shares - report. (02:20) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GME, HQY, and more
Bill Ackman's Pershing Square seeks to raise $25B for U.S. closed-end fund - report
Morgan Stanley's E*Trade considers kicking 'Roaring Kitty' off platform - report
Goldman Sachs adds 5 stocks, including 2 solar names, to its U.S. 'conviction list'
U.S. home power bills forecast to jump nearly 8% this summer - report

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Nvidia, AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs in on the restaurant sector. (2:52)

Show Notes
'Sell in May and go away' didn't work (again) but that's good for the year
ISM Manufacturing PMI declines in May for a second month in disappointing print
Waste Management confirms deal to buy Stericycle for $62/share

Episode transcripts seekingalpha.com/wsb
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GameStop surges as Roaring Kitty reveals $116M bet. (00:26) Skydance's latest offer allows Paramount holders to cash out for $15/share - reports. (02:12) Waste Management near deal to buy Stericycle - WSJ. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Meme stocks, GSK, and more
Stocks most loved by hedge funds and mutual funds
Stocks most shunned by hedge funds and mutual funds
Tesla shareholders outside of U.S. are at risk of missing vote
Live Nation confirms Ticketmaster was hacked

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Economists expect that another 185K jobs were added in May. (0:18) Nvidia 10-for-1 stock split on the way. (1:46) A deeper dive into crypto ETFs. (5:35) 

Show Notes
Elon Musk accused of $7.5B insider trading by Tesla investor
Earnings Calendar

Episode transcripts seekingalpha.com/wsb
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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

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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
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