About this episode

The episode discusses recent tech earnings reports and market movements, focusing on major companies like Meta, Alphabet, and Apple.

Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45) Robinhood earnings (15:35) Show links: Nasdaq crosses 25K for first time as tech stocks power gains Meta Platforms (META) Q1 2026 Earnings Call Transcript Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work 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 .

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