Wall Street Breakfast

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.

Show links: 

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

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.

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.

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.

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

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.

Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against political interference at the Fed. (1:34)  

Show Notes
Record IPO year at hand

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.

Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange - report. (01:26) Salesforce (CRM) to invest $2B in France through 2030. (02:24) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: TMHC, NVDA, and more

At a glance: stocks gapping down premarket
At a glance: stocks gapping up premarket
SoftBank dethrones Toyota as Japan's most valuable company
Nvidia debuts RTX Spark AI superchip for Windows laptops, desktops
Trump says Iran 'really wants to make a deal' as peace talks enter new month

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.