Wall Street Breakfast

Google is set to enhance its augmented reality capabilities with the potential purchase of AdHawk Microsystems. Palantir teases an AI-related announcement that has everyone buzzing. McDonald's is shaking things up with new leadership to speed up menu innovations in response to changing consumer tastes. The fast food landscape is evolving, amid rising costs and a focus on customer experience. Plus, updates from key players like Cloudflare and Starbucks keep the market on its toes.

Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)Show NotesIs this the market bottom?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.

Oracle is eyeing a 20% revenue growth by fiscal 2027, fueled by expansions in cloud and AI. Meanwhile, Tesla faces a major setback with a significant drop in stock prices due to revised delivery expectations. In an exciting development, CoreWeave has inked an $11.9 billion deal with OpenAI to bolster infrastructure. Additionally, the podcast discusses the rising influence of solar energy, which is projected to make up 84% of new electricity sources in the U.S., even as policy uncertainties linger.

Markets are on edge as fears of a recession loom, driving a significant sell-off. Tariff uncertainties are adding to the turmoil, leading hedge funds to abandon their trades in China. Meanwhile, Xpeng is making headlines with ambitious promises of flying cars and humanoid robots by 2026. In the midst of this chaos, major mergers like Rocket's acquisition of Redfin signal shifting dynamics in the industry. Experts weigh in on government spending and its impact on future economic prospects.

ServiceNow is on the brink of its biggest acquisition yet, eyeing a $3 billion deal with Moveworks. The S&P 500 welcomes new players like DoorDash and Williams-Sonoma while political shifts are afoot with Mark Carney potentially replacing Justin Trudeau in Canada. Meanwhile, Taiwan Semiconductor showcases impressive revenue growth, and India's Sun Pharma makes headlines with a $355 million acquisition. Discussing innovation, Peng is also looking to bring flying cars and humanoid robots to production by 2026!

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)Show NotesPiper Sandler's actionable picks amid selloffEarnings CalendarDividend RoundupEpisode 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.

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).Show links: Anheuser-Busch Q4 Earnings TranscriptU.S. trade deficit has spiked to record highs amid tariffs fearsA New Age For Crypto With John D'Agostino, John Hoffman And Chris KuiperEpisode transcripts: seekingalpha.com/wsbSign 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.

Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook, reveals 'workforce reduction' program. (02:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: AVGO, LUNR, and moreSpaceX's Starship explodes after launch again, debris disrupts Florida flightsFading worries over DOGE and Elon Musk, Wedbush goes all-in on TeslaTrump establishes Strategic Bitcoin ReserveCryptocurrency may likely remain under pressure over near term - JPMSign 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.

Alibaba's new AI reasoning model aims to rival competitors while boasting fewer parameters. The U.S. trade deficit is soaring as tariffs stir up concerns. Layoffs are on the rise, signaling a turbulent job market ahead of key reports. Companies like Marvell are facing significant challenges, impacting their stock performance. Discounted weight loss therapies from Hims & Hers and S&P 500 recovery patterns also get a closer look in this fast-paced financial landscape.

Seven & i has named its first foreign CEO and is gearing up for a U.S. IPO along with a stock buyback plan. Meanwhile, SpaceX admits Starlink is only a partial solution for air traffic systems, and Victoria's Secret reports strong earnings but warns of upcoming challenges. In other news, Trump's delay on tariffs for automakers creates ripples in the automotive sector. Join the conversation as economic updates unfold and market trends are analyzed!