Wall Street Breakfast

Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45)

Show Notes
Druckenmiller cuts Nvidia stake, says AI may be 'overhyped' near term
Palantir sell-off is 'golden buying opportunity,' Wedbush says

Episode transcripts seekingalpha.com/wsb
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Lucid (LCID) erases intraday gains on downbeat Q1 results. (00:24) Japan may intervene if yen (USD:JPY) fluctuates excessively, top forex official warns. (01:08) Boeing's Starliner (BA) launch delayed due to faulty valve. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PLTR, LCID, and more
BP p.l.c. misses top-line and bottom-line estimates; initiates Q2 and reaffirms FY24 outlook
BlackRock sees 3 reasons why stock investors should stay in the market in May
Amazon plans to invest nearly $9B to boost cloud infrastructure in Singapore - report

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Elon Musk says Berkshire should take Tesla stake after trimming Apple. (0:16) Robinhood Crypto gets SEC Wells Notice. (1:41) iPhone takes top 4 spots in Q1 smartphone sales. (2:18)

Show Notes
Earnings estimates for the Magnificent 7 are ramping up. What about the other 493?

Episode transcripts seekingalpha.com/wsb
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Up, up and away: Space investment in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be acquired by EQT for about $3B. (01:30) Starbucks (SBUX) ex-CEO Howard Schultz: U.S. operations need major fixes. (02:22) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Crypto stocks, MPW, LAZR, and more
Earnings week ahead: Disney, Palantir, Shopify, Uber, Plug Power and more
Paramount now in formal negotiations with Apollo, Sony over acquisition
Ford has an $80B beast under the hood. Will investors start noticing?

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