Wall Street Breakfast

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: SLNO, TWLO, and more
S&P 500 “up 80% of the time” in April over 20 years
SA Asks: What's next for Tesla following a tepid EV deliveries report?
Writers Guild, studios strike tentative deal to avert another Hollywood shutdown

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Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  

Show Notes
Delta expected to report solid numbers
Earnings Calendar 

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Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)

Show Notes
Stocks hedge funds love to short
McDonald’s makes big moves to win back value crowd  

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Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: RC, CLDX, and more
Intel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - report
No deal yet? Trump readies new tariffs on select drugmakers - report
Stocks hedge funds love to short

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Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    

Show Notes
Artemis II moon mission    

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.