Wall Street Breakfast

Focus returns to Disney numbers, streaming after proxy battle. (0:18) First iPad update in 18 months expected. (1:59) Warren Buffett's Q&A. (2:45)
Show Notes
Goldman’s top 50 Stable Growth stocks
Full earnings calendar
Catalyst Watch
Episode transcripts seekingalpha.com/wsb
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Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Tesla - and other key events that could impact stocks.
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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)
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Show links:
Lowe’s Companies, Inc.
The Home Depot, Inc.
Initial jobless claims drop more than expected
Fraud makes Thursday's jobless claims numbers 'literally unbelievable'
Applied Materials, Lowe's added to Jefferies franchise picks list
Tesla meeting: Elon Musk talks rough economy, advertising and new models
Elon Musk is still bound to have Tesla tweets approved by a company attorney

Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53)
Show Notes
Stock investors facing 'meaningful losses' but hope lies in key metric
Durable goods orders rise more than expected in March
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.

Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NTGR, OXM, and more
U.S. considering Nvidia chip exports to Saudi Arabia- report
SentinelOne sees increased interest after CrowdStrike incident, CEO says
Fox could shake up the sports betting sector with the activation of its FanDuel stake
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.