Wall Street Breakfast

Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue. (01:47) Visa (V), Mastercard (MA) transactions in Cuba to be suspended, central bank says. (02:49)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CRWD, AVGO, and more
Netflix explores voice AI, generative tech to cure 'content overload' frustration
U.S. House of Representatives vote to restrict Trump's military actions in Iran
Middle East war drains U.S. oil inventories to lowest since 2004; analysts warn of price spike ahead

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SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after record profit. (1:41)     

Show Notes
Ford issues ‘do not drive’ advisory    

Episode transcripts seekingalpha.com/wsb.

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Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting advanced AI models. (02:01) Novo Nordisk (NVO) launches Wegovy pill in first market outside the U.S. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GME, MRVL, and more
Google just said it plans to spend $80B more on AI. Which companies might benefit?
GameStop rallies after record Q1 operating income tally, new $2B buyback program
Microsoft flexes AI muscles with new in-house models, agents and quantum chips at Build

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Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests chicken wings as global demand outpaces beef. (1:33)     

Show Notes
William Blair updates its Conviction List  

Episode transcripts seekingalpha.com/wsb.

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Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026? Dates, deals, and early discounts. (01:16) Citron Research founder Andrew Left found guilty of securities fraud. (01:57)
  
Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Tuesday: HPE, MCHP, and more
Microsoft Build: What to expect
Damaged Blue Origin pad may not be restored until 2028, NASA official says
McDonald's eyes chicken wings launch as a way to compete with Wingstop and Chick-fil-A
OpenAI sued by Florida over alleged AI harm

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