Wall Street Breakfast

PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17)      

Show Notes
Wells Fargo’s playbook for market euphoria  

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Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday loss after Seoul moves to ease strike fears. (02:19)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: LUNR, NXT, and more
PayPal to waive $30M in fees to settle DOJ probe into 'DEI investment program'
Qualcomm tumbles, leading semiconductor and AI stocks lower
Nvidia CEO Jensen Huang joins Trump on China trip following call from the U.S. president

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Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. (1:49)      

Show Notes
UK bond market faces off against another prime minister  

Episode transcripts seekingalpha.com/wsb.

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Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines. (01:16) Nelson Peltz’s Trian eyes take-private deal for The Wendy's Company, FT reports. (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLUG, HIMS, and more
Silver surges to biggest gain since February; India's Modi asks citizens to pause gold buying
Nvidia’s CEO Jensen Huang reportedly left off Donald Trump’s China CEO delegation
Meta loses tussle in EU's top court over compensation to Italian publishers

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Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)      

Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks  

Episode transcripts seekingalpha.com/wsb.

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