Wall Street Breakfast

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LEVI, SHEL, and more
Iran, Oman to charge fees for Hormuz transit during ceasefire - report
Shipowners eye escape for 800 vessels as Hormuz reopening looms
More departures at The Trade Desk as three execs depart -- report

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Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40)

Show Notes
Delta hikes baggage fees
Benchmark’s Best Ideas List

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.

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HUM, UNH, and more
Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner
Goldman warns copper faces downside risk if Hormuz disruption persists

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Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)      

Show Notes
Credit default swap volumes hit record    

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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.

Show links: 
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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