Wall Street Breakfast

The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52)      

Show Notes
Duolingo sinks on soft guidance
UnitedHealth to slash prior authorizations  

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Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: INTC, DUOL, and more
Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports
AI cloud providers gain ground as Micron makes lone jump among chip stocks
Tesla’s FSD push in Europe hits roadblocks - report

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AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry rallies as QNX software powers millions of vehicles. (1:50)      

Show Notes
William Blair’s stock conviction list
A history of Star Wars at the box office  

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.

eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant formula batches after toxin detection. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto stocks and more
Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw
Bessent warns Americans should be concerned about AI threats to bank accounts
Trump says U.S. to start guiding neutral ships from Persian Gulf under ‘Project Freedom’

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Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35)

Show links: 
Nasdaq crosses 25K for first time as tech stocks power gains
Meta Platforms (META) Q1 2026 Earnings Call Transcript
Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work

Episode transcripts: seekingalpha.com/wsb

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