Wall Street Breakfast

Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming strategy takes priority. (3:31)  

Show Notes
Seagate soars post-earnings
Warsh passes first Fed chair vote  

Episode transcripts: seekingalpha.com/wsb
 
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Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)

Show Notes
Shell warns global crude supply disruption could drag into 2027
Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown
Amazon Q1 preview: All eyes on AWS, capital spending

Episode transcripts: seekingalpha.com/wsb

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UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong organic revenue. (1:39)      

Show Notes
Will a wealth tax cause an AI bubble to pop?
Semiconductors flash dot-com vibes

Episode transcripts seekingalpha.com/wsb.

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Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30)  

Show Notes
No cheap import autos for the U.S.?
Bed, Bath & Beyond back from the grave  

Episode transcripts: seekingalpha.com/wsb
 
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Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger. (2:29)      

Show Notes
How are the top IPOs of ’25 faring?
 OpenAI phone coming?

Episode transcripts seekingalpha.com/wsb.

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