Wall Street Breakfast

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)      

Show Notes
Power stocks with AI tailwinds  

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PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: BE, GSAT, and more
Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days
What happens when AI becomes sentient? Google hired a philosopher to find out
Meta set to overtake Google in digital ad revenues for the first time

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Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor weakness weigh. (1:52)

Show Notes
Dividend stocks with an attractive mix  

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Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial push. (02:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: REPL, BKR, and more
Chinese rare earth producers hike prices by 44% for Q2
‘Annoyance Economy’ costs U.S. households $165B a year, study finds
Wall Street trading desks poised for $40B quarter amid geopolitical turmoil

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Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00)  

Show Notes
Dividend Roundup

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.