Julian Lin discusses the tech sector, macro headwinds and recent earnings.(0:30) - Tech's powerful recovery(2:34) - Nvidia and how AI may impact tech as a whole(5:30) - AI stocks' rich valuations, but don't short(9:00) - Snowflake's slowdown not hard to understand(14:30) - Macro environment means companies having to rationalize costs.Our Links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Julian Lin on Seeking AlphaBest Of Breed Growth StocksSnowflake: 40% Revenue Growth With 25% Free Cash Flow Margins

Stock market leadership continues to narrow, the framework for a debt limit deal could be in place and the war of words between Carl Icahn and Bill Ackman heats up.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Nasdaq, S&P rise as Nvidia outlook stuns traders; Dow in red for 5th day in a rowDebt ceiling likely to be raised, spending to be capped for two yearsIcahn Enterprises tumbles 14% amid salvo from Bill Ackman

Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on strong results, Fed minutes show members split on more hikes.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Fitch places U.S.'s 'AAA" rating on watch negativeNvidia earnings trigger AI stock rally - will the gains hold?Federal Reserve officials see downside risks to growth, upside risks to unemployment: FOMC minutes

The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs at major chains. Organized shoplifting is hitting bottom lines and is becoming "normalized," says one expert. And it extends to the supply chain. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Executives call out rising retail theft hitting profitsShrinkage Crisis: Target's Financial Battle Against Organized Retail CrimeTarget issues soft earnings forecast due to inventory, retail theft impacts

White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earnings after close.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:The White House is looking to develop a national AI strategyFord recalls over 175,000 vehicles due to seatbelt issueAbbott, other baby-formula makers see FTC probe over collusion - report

Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jumps 5% after Standard General deal terminated, buyback announced (06:37). Yelp (YELP) gains on report of activist investor push for sale (07:11). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Plug Power scores three deals to supply electrolyzers in EuropeDollar Tree: Higher Store Traffic Levels Is One Potential CatalystFarfetch extends post-earnings rally to +36% with U.S. and China businesses clickingBiden, McCarthy end meeting with no debt-ceiling deal, negotiations will continueNasdaq, S&P, Dow end mixed with eyes on debt ceiling talksTuesday's economic calendar

Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.(0:13) - Ford's (F) Capital Markets Day - bullishness intact (4:00) - Glad Ford didn't raise guidance in last earnings call(5:20) - Jim Farley as CEO - Why David loves him(7:10) - Ford competitors: Tesla, GM and BYD (9:30) - What would turn David bearish on Ford?Show Notes:Subscribe to David Alton Clark's The Winter Warrior InvestorFollow David Alton Clark on Seeking AlphaInvesting Expert episodes with transcripts

Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (VLVLY) bags record order for 1000 electric trucks for Holcim (04:05). Why did Farfetch (FTCH) fly higher? Strong sales amid China rebound (04:57).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyFarfetch Q1 Earnings: Back To Growth ModeExxon bought lithium drilling rights in Arkansas - WSJApplied Materials, Lowe's added to Jefferies franchise picks listVolvo bags record order for 1000 electric trucks for HolcimDebt ceiling crisis: Biden and McCarthy set to meet on MondayMediterranean restaurant chain CAVA files for $100M IPONasdaq, S&P, Dow close in the red on debt ceiling standoff concerns, slide in bank stocksBroadcom acquisition of VMware end date extended until Aug. 26Monday's Economic calendar

The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation expectations. Was that the last rate hike - has the Fed paused? (1:20) Recession or mid-cycle slowdown (9:30) Bank liquidity crisis (13:10). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Subscribe to The Pragmatic InvestorSubscribe to The Portfolio ArchitectInvesting Experts with TranscriptsSeeking Alpha Premium and PROThe Pragmatic Investor Podcast

Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out for reports on personal income and spending, core PCE price index and durable goods orders next week (00:28). He also talks about the possibility of fraudulent jobless claims. (01:48) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Lowe’s (LOW) reports earnings. (05:24) Hot topic: Should CEO’s be able to say whatever they want and get away with it? (08:20)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Lowe’s Companies, Inc. The Home Depot, Inc.Initial jobless claims drop more than expectedFraud makes Thursday's jobless claims numbers 'literally unbelievable'Applied Materials, Lowe's added to Jefferies franchise picks listTesla meeting: Elon Musk talks rough economy, advertising and new modelsElon Musk is still bound to have Tesla tweets approved by a company attorney

Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes subscription service out of beta testing (05:19). Four Corners Property Trust (FCPT) acquires 2 Fast Pace Health properties for $4.9M (03:54).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelLeading Indicators slip as expected in April, signaling recession by mid-2023Veteran focused fixed income ETF is filed with the SECFour Corners Property: Buy The Dip On This Restaurant REITSony eyeing partial spinout of financial services groupFriday's Economic Calendar

Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new features including linked accounts for teenagers (02:22). Snowflake (SNOW) rises on report it's discussing acquiring search firm Neeva (05:55). Learn more about these stocks with Seeking Alpha Premium.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence FullerPayPal exploring sale of Xoom - reportSnowflake: The AI OpportunityTheranos founder Elizabeth Holmes to begin prison sentence on May 30Prelude Therapeutics launches proposed public offering of up to $100MParamount Global gains amid speculation could become activist targetThursday's Economic Calendar

Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyrockets on distribution deal for EV chargers (01:49). Tesla (TSLA) meeting: Elon Musk talks rough economy, advertising and new models (06:34).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Macro Quarterly Update Q2 2023 With Eric BasmajianZoomInfo gains amid activist investor speculation with 13F filingZoomInfo: Too Expensive To Consider NowIRS to roll out pilot program for free tax filing option in 2024Wednesday's Economic Calendar

Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Point amasses new stakes in Alphabet, Micron, AMD, Alibaba (01:42). Rumble buys podcasting and live streaming company CallIn (08:02). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyRelief rally for regional bank shares - Will it continue?Vodafone to slash 11,000 jobs as new CEO plans turnaroundWells Fargo reaches $1B class-action settlement over scandal recoveryMacro Quarterly Update Q2 2023 With Eric BasmajianHorizon Therapeutics tumbles amid reports FTC preparing suit to block Amgen deal (update)Sports recruiting platform Signing Day files for $19M IPOTuesday's Economic Calendar

Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan Midstream Partners (MMP) in a deal valued at $18.8B (05:35). Athenex (ATNX) falls 52% after bankruptcy filing (07:05).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:CVS is said to shut down clinical trial businessAmerican innovator, Austin Russell to acquire majority stake in ForbesCatalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earningsTarget earnings are coming - the bottom line is investors are nervousNetflix reportedly eyeing $300M cut to costs amid ongoing profit focusETFs to Watch: Earnings due out from Home Depot, Cisco, Walmart and DeereActivist Engaged Capital to start proxy battle with Shake Shack - WSJ

Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time inflation metrics (1:10), Q2 not a good earnings quarter for most companies (7:30), yield curve a fairly reliable indicator of where US economy is heading (10:10) and why he's sticking with a defensive portfolio (19:20). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Follow Eric BasmajianSubscribe to EPB Macro ResearchSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest growing website on the planet. Walmart (WMT) and Home Depot (HD) earnings reports are in, as the economic calendar is heavy on the retail sector this week. And, the sky is NOT the limit for investors, with big opportunities in the space industry.Our links:Wall Street BreakfastSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha PicksAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst Watch Quick Dividend Stock Picks Home Depot Earnings PreviewWalmart Earnings Preview

Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for retail sales, new home sales and existing home sales reports next week (00:33). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Walmart (WMT) reports earnings (03:45). Hot topic: CPI, is the Fed’s plan working? (04:46) Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earningsCPI rises 0.4% in April, but eases Y/Y, supporting Fed pause scenarioUsed auto prices rebound in latest CPI printDividend Corner: Is Walmart a good dividend stock pick amid recessionary fears?Famed investor Stan Druckenmiller sees hard landing coming (update)Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco, and more

Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock resumes drop after pledging more collateral to discount window (05:03) . J&J (JNJ) talc victim group seeking $30B in fraudulent conveyance complaint (04:07). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Peloton Interactive spins lower after recalling 2.2M exercise bikes due to seat hazardPeloton Is Ready For A New Look; Its Stock Is NotPresident Biden's debt-limit meeting with Congress leaders postponedU.S. judge strikes down federal law banning under 21s from buying handguns

Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Polar Power (POLA) now taking pre-orders for a new line of mobile EV chargers, stock jumps 52%. (02:29) Shockwave Medical (SWAV) ticks higher amid takeover speculation (07:19). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Apple's Tap to Pay feature said to face fresh EU antitrust scrutinyBitcoin: A New War Is BeginningDisney: Fiscal Q2 Earnings Miss And Subscriber DeclineACI Worldwide potential buyer still working on takeover - report

April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to cut 25% of workforce across entertainment divisions (08:03). Rocket Lab (RKLB) to launch four Starling satellites for NASA from New Zealand in Q3 (04:40). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Famed investor Stan Druckenmiller sees hard landing coming (update)MVB Financial says Integrated Financial acquisition terminated'Everything app:' Twitter launches new features, Carlson gives lift to content creatorsJulian Lin And Kirk Spano Unpack Mega Cap Tech StocksMichael Kramer: Reading the Markets Investing Group on Seeking Alpha

Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay off 700 employees, shut down China-focused app (06:22). SMX (SMX) shares rally as company ramps up efforts against stock manipulation (05:15).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Palantir Earnings: SBC Slowdown And Real GAAP ProfitsYellen said to be reaching out to CEOs about U.S. debt ceilingTesla breaks ground on lithium refinery in Texas3D Systems slashes 6% of its corporate workforce in U.S. and EuropeNYT receiving $100M as part of its expanded Google content deal - WSJJulian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Berkshire Hathaway (BRK.A) (BRK.B) Q1 operating earnings rise 13%; ratchets up stock buybacks (02:46). What's in store for Lucid (LCID) in Q1? (07:15)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Berkshire Hathaway won't buy control of Occidental Petroleum, Buffett saysPost-Fed the new market buzzword is SLOOS - here's what to knowCatalyst Watch: CPI report, Icahn showdown and Spectrum Brands trial headline big weekActivist Nelson Peltz said to be targeting Estee Lauder - reportLucid: Buyers Must Be Convinced Of Its Recession ResilienceTake the Wall Street Breakfast Survey

Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set to dominate screens worldwide. As the US labor market shows signs of resilience, the April inflation report is in this week. And, top auto execs from companies like Tesla (TSLA), Uber (UBER) and General Motors (GM), Uber are set to speak at a major car conference.Our links:Wall Street BreakfastSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha PicksAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst WatchDisney Earnings Preview

Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next week but another report is taking the spotlight, SLOOS. (00:32) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Disney (DIS) reports earnings. (04:24) Hot topic: Non-farm payrolls, regional banks and the Federal Reserve all in one week. (08:34) Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Post-Fed the new market buzzword is SLOOS - here's what to knowU.S. economy adds 253K jobs in April, unemployment drops to 3.4%Earnings CalendarThe Walt Disney Company: Buckle Up For Big NewsHollywood writers strike for first time since 2007, with streaming in focusRegional bank fears? Watch this key variableEntertainment stocks slide with Paramount serving as anchor

Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing in April (05:26). The Duckhorn Portfolio (NAPA) buys a wine production facility in California for $55M (08:03).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Bank rout: Contagion fears, market manipulation or self-fulfilling prophecy?FDIC set to propose assessment on larger banks to replenish insurance fund - reportJ&J spinout Kenvue shares climb 22% following $3.8B upsized IPO (update)Apple Q2: Another Solid BeatApple Fiscal Q2 Earnings: Not Good EnoughWhat happened during the White House meeting on artificial intelligence?

Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following stock plunge (2:18). J&J (JNJ) spinout Kenvue (KVUE) raises $3.8B through upsized IPO, making it largest of year (08:06).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Restaurant M&A: Darden Restaurants to acquire Ruth's Hospitality in $715M dealApollo-led group nears acquisition of Arconic for $30 a share - WSJJ&J talc bankruptcy judge pushes both sides into settlement talksIcahn Enterprises falls for second day amid short call; Icahn net worth dropped $3B on Tuesday (update)United Airlines outlines aims to hire 50,000 workers by close of 2025Mike Fay Investing Group leader of BlockChain ReactionPacWest Bancorp Plummets On Renewed Solvency Concerns

Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short report (06:32). How Investors Should Think About AI, Micron (MU), Tesla (TSLA) And The Fed With Chaim Siegel (03:37). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:The Fed Is Set To Tighten The Screws Further On The EconomyCVS Health closes acquisition of Oak Street HealthRevlon emerges from Chapter 11 protectionBiden said to be close to nominating Fed vice chair and governorWhite House calls a meeting of tech CEOs for AI safety measuresIs the debt ceiling constitutional and has the U.S. ever defaulted?

U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Struggling to find a buyer, Vice (VICEM) is preparing to file for bankruptcy (08:49). Morgan Stanley (MS) to slash 5% of jobs as dealmaking suffers - reports (07:27). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:FDIC proposes changes to deposit insurance system in wake of bank failuresHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelHollywood writers strike for first time since 2007, with streaming in focus

First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recommends no dividend for first time since 2009 (05:21). Astellas Pharma (ALPMF) agrees to buy Iveric Bio (ISEE) for $5.9 billion (06:35).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Iveric Bio: ACP Advances As GATHER Results Continue To ImpressArm confidentially files for U.S. initial public offeringNornickel board recommends no dividend for first time since 2009Will Apple, AMD earnings continue tech's 'so far, so good' results?Charlie Munger sounds warning on U.S. commercial property marketCatalyst watch: FOMC, Apple earnings, Kenvue IPO and jobs report are on tap

JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:JD Henning's Value & Momentum Breakouts Investing GroupTracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts)Chaim Siegel's Fed Trader Investing GroupHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates from Ford (F) and Volkswagen (OTCPK:VLKAF). The FOMC is expected to raise interest rates by 25 basis points at this week’s meeting. And, investors are zeroing in on Apple (AAPL) this week, as the company gets set to report earnings.Our links:Wall Street BreakfastSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha PicksAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchEarnings Week AheadCatalyst WatchQuick Dividend Stock PicksApple’s Q2 PreviewKenvue IPO Update

Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spotlight on what to expect from the upcoming FOMC meeting (00:29). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Apple (AAPL) reports earnings (04:20). Hot topic: The NFL draft is here but what about a stock draft? Kim and Kevin are telling us which stocks made their list (08:09). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Samsung, Apple lead another weak smartphone quarterStarbucks traffic on uptrend in 2023, analyses indicateU.S. Q1 GDP growth of 1.1% slows more than expectedShould the Fed surprise the markets with a strategic pause?Meta shares surge as ad sales, outlook show strength

Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as Q1 beats, but Q2 costs ramp higher (03:06). Snap (SNAP) slides 17% as revenue slumps worse than expected (02:20). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Urgent rescue talks for First Republic: Will U.S. government get involved?First Republic Is Likely The Next Shoe To DropAccenture to buy Einr AS, expanding logistics to NordicsCannabis stocks jump as bipartisan SAFE banking bill reintroducedHow to avoid having Big Tech dominate your technology portfolioCannabis Investing Podcast

Meta (META) earnings call: Never mind the ad beat, here's the AI future (and present). (00:46) Disney (DIS) sues Florida Gov. DeSantis after district clampdown (02:22). Biogen (BIIB) gains as Medicare to cover new Alzheimer’s drug with full FDA approval (08:44). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Tyson Foods to cut hundreds of corporate, senior leadership staff - reportNasdaq futures pop on Meta; S&P, Dow up as First Republic stabilizesMike Fay with BlockChain Reaction

Alphabet (GOOG) (GOOGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportunity' from AI (02:04). Ryanair (RYAAY) likely to cut schedule into summer - report (08:14).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Microsoft said to plan to close Activision deal despite FTC suit - reportBinance.US pulls out of $1B Voyager deal, blames 'hostile' regulatory climateCarrier to buy Viessman's heating and cooling unit for $13.17B; shares slideVera Bradley to cut about 25 corporate positions, appoint new CFOInvesting Experts PodcastMicrosoft Q3 Earnings Review: Solid Report, Valuation Premium Remains Unjustified - Sell by Ahan Vashi

First Republic (FRC) stock slides after deposits sank by more than $70B in Q1 (00:38). GM (GM) and Samsung (SSNLF) may join hands to set up EV battery plant in the U.S (05:56). U.S. gasoline prices (UGA) may have hit summer season peak, GasBuddy says (07:39).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:First Republic (FRC) It's official: Biden launches 2024 re-election campaignCNN ousts morning anchor Don Lemon amid controversies (updated)Top host Tucker Carlson out at Fox News; Fox stock dipsCarrier declines on report of $10B bid for Germany’s ViessmannWeight-loss drugmakers push for Medicare coverageWhy did Rumble stock rise today? Tucker Carlson's on the marketU.S. gasoline prices may have hit summer season peak, GasBuddy saysCatalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debutAlphabet earnings look: Watching the ad slowdown, layoffs - and AIGeneral Electric beats Q1 top and bottom line estimates; updates FY23 outlookGeneral Motors Non-GAAP EPS of $2.21 beats by $0.48, revenue of $39.99B beats by $610MVZ earnings preview: Eyes on subscriber countPepsiCo Non-GAAP EPS of $1.50 beats by $0.11, revenue of $17.85B beats by $580MUPS Non-GAAP EPS of $2.20 misses by $0.01, revenue of $22.9B misses by $80M

Philips (PHG) stock rises ~10% as Q1 earnings grow, €575M provision for recall suit (00:40). Outflows at Credit Suisse (CS) reached $69B in Q1 and are still going (01:56). Silver Lake to launch $2.42B public takeover offer for Software AG (STWRY) backed by Software AG Foundation (07:20).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Philips: A Massive Upside, I Say 'Buy'Johnson & Johnson to launch IPO roadshow for consumer health unit – WSJBed Bath & Beyond files for Chapter 11 bankruptcy (update)Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debutNBCUniversal CEO Jeff Shell leaves company after 'inappropriate relationship'

Head of Quantitative Strategies at Seeking Alpha Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season (1:20), the overall earnings picture and why we're in for a lot of volatility (8:30), 5 stocks that are Quant Strong Buys (11:30) and, is a recession coming? (16:30) This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Steven Cress on Seeking AlphaQuant RatingsTop 5 Stocks For Earnings SeasonSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

Amazon (AMZN) is set to report earnings, and analysts are all over the map as they try to factor in inflation. Despite recent dips, Bitcoin (BTC-USD) has big potential in the weeks ahead, according to analysts. And, aside from an onslaught of earnings reports, this week there is plenty to keep an eye on in the healthcare sector.Our links:Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst WatchQuick Dividend Stock PicksAmazon Earnings PreviewMario Leads the Box OfficeBitcoin’s Big Potential

Catalyst watch for the week of April 23. Seeking Alpha Managing News Editor, Kim Khan says the blackout period starts for the FOMC ahead of the May meeting (00:35). Investors should also look out for Q1 GDP. Seeking Alpha Associate News Editor, Kevin Curran says the earnings calendar is lit with tech giant Amazon (AMZN) and industrial giants like Caterpillar Inc (CAT). (03:49) Hot topic: Will big tech layoffs continue? (06:11)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Amazon earnings next week will include focus on job cuts, macro pressures and chip development

AT&T (T) posts worst drop in years as analysts weigh another hard cash-flow road ahead (00:34). U Power (UCAR) surges 1,150% intraday in its market debut (04:07). Clorox (CLX) announces job cuts, joining a growing list of layoffs in 2023 (07:37).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Tesla reverses and hikes prices after months of cutsCathie Wood puts a $2,000 price target on Tesla for 2027, driven by robotaxisAT&T: Free Cash Flow Freak OutT-Mobile US deal for Ryan Reynold's-backed Mint Mobile under DOJ review - reportUnited Airlines outlines delays for Boeing deliveriesHasbro reportedly discussing sale of EOne studio back to founder

Tesla (TSLA) falls after lower pricing, high expenses contribute to margin miss (00:57). U.S. GoldMining (USGO) prices $20M IPO, debuts today.(08:27) Autoliv (ALV) invests in new airbag cushion plant to expand its footprint in Vietnam (03:29).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Tesla, Inc (TSLA) ESPN layoffs reported to start next weekSeatGeek said to file confidentially for IPO - reportCrypto clients are not to blame for Signature Bank collapse, NYDFS head saysMike Fay with BlockChain ReactionCatalyst Watch: Earnings season picks up steam, housing data dueAmgen wins appeals court ruling in patent dispute over psoriasis drug OtezlaAmgen Has Long-Term Staying Power

Dominion, Fox News (FOX) settle $1.6B defamation case for reported $788M (00:52). Netflix (NFLX) flags as subscribers beat, but revenue slows in Q1 (02:11).Tesla (TSLA) cuts U.S. prices for sixth time this year ahead of Q1 results (07:08). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Walt Disney set to cut thousands of jobs next week - reportInvesting Experts Podcast: Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk SpanoNetflix earnings call: Password crackdown goes global; buybacks to increaseOpendoor makes second round of layoffs as housing slump persistsMeta reportedly ready to move on new round of job cutsInvesting Experts Podcast: Julian Lin's Top Tech PicksGoogle reportedly launching its foldable phone in June, pushing Samsung

Bellus (BLU) surges ~100% after GSK (GSK) reaches deal to acquire cough drugmaker for ~$2B (00:41). Apple (AAPL) opens its first store in India, building out consumer base (03:41). Meet the only electric vehicles that will qualify for the full U.S. tax credit (08:03).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Bellus Health: Building Momentum Around CALM, SOOTHE StudiesApple Card launches 4.15%-yield savings account with Goldman SachsFlorida's DeSantis ramps more threats against Disney over tax-district scuffleCourt overturns Berkeley's first-in-the-U.S. ban on natural gasChevron showcases renewable gas blend as alternative to electric vehicles

Merck (MRK) inks ~$11B all-cash deal to acquire Prometheus (RXDX). (00:35) Fox News (FOX) defamation trial delayed amid reports of settlement push (01:47). Panasonic (PCRFF) to build its third EV battery plant in the US, Oklahoma this time (09:02).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Merck & Co., Inc. Is Getting HealthierAfter Tesla, rival Xpeng to cut costs in China with new vehicle manufacturing platformBest Buy to cut staff across the country - reportChia Network, crypto blockchain developer, files confidentially for IPOSega Sammy reportedly close to deal for 'Angry Birds' maker RovioTeck approached by Vale, Anglo American, Freeport McMoRan to explore deals - reportCatalyst Watch: Earnings season picks up steam, housing data due

Timely market insights with Investing Expert Kirk Spano. Fed rhetoric and interest rates (2:00), What recent bank earnings mean for the financial sector (4:50), Charles Schwab (SCHW) absorbing TD Ameritrade is a big deal nobody's talking about (8:15), Compelling investments in energy sector (12:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Kirk Spano on Seeking AlphaMargin of Safety InvestingDilution And M&A Coming To BanksHow To Avoid Losing Money Through The VolatilitySeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

The travel and transportation sectors are in for a slew of key updates in the earnings week ahead.Tesla (NASDAQ:TSLA) expected to post updates, amid ongoing price wars in the electric vehicle industry. And, California is launching major changes in how solar energy is measured.Our links:Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Twitter: https://twitter.com/WallStBreakfastShow Links:Stocks to Watch:https://seekingalpha.com/article/4594230-stocks-to-watch-eyes-on-the-health-of-financials-housing-sectorCatalyst Watch:https://seekingalpha.com/news/3956620-catalyst-watch-earnings-season-picks-up-steam-housing-data-due?hasComeFromMpArticle=falseEarnings Week Ahead:https://seekingalpha.com/news/3956682-earnings-week-ahead-tesla-att-charles-schwab-netflix-and-more?hasComeFromMpArticle=false Tesla Expands Price Cuts:https://seekingalpha.com/news/3956519-tesla-expands-its-price-cut-to-europe-singapore-and-israelCalifornia Solar Energy:https://seekingalpha.com/news/3956760-california-cuts-home-solar-incentives-but-analyst-sees-installations-staying-strong