Wall Street Breakfast

Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ZS, APPS, and more
America’s trillion-dollar club just got bigger
Goldman lifts S&P 500 target to 8,000 on robust earnings growth
OpenAI's Altman realizes AI can't replace 'human part' of work
Zscaler tumbles as mixed guidance outshines strong Q3 results

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BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China restricts overseas travel for AI experts. (2:32)

Show Notes
The markets are doing the Fed’s job for it

Episode transcripts seekingalpha.com/wsb.

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Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT reports. (01:08) Wix (WIX) set to ax a fifth of staff in post-earnings shockwave. (01:40)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: Space stocks and more
Don’t believe the GDPNow hype
Taiwan overtakes India as world's fifth-largest stock market as TSMC surges
China limits overseas travel for top AI talent at Alibaba, DeepSeek: report

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Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says Iran ceasefire deal could reopen Strait of Hormuz soon. (2:26)  

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, companies like United Airlines (UAL) Airbnb (ABNB) and Marriott (MAR) are betting late-breaking travel demand will still turn this summer into a winning season.

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: WDAY, ZM, and more
RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript
Host Hotels & Resorts, Inc. (HST) Q1 2026 Earnings Call Transcript
Airbnb CEO Chesky says company aims to become ‘Amazon for services’ - report

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