Wall Street Roundup: Market turning lemons into limoncello

from Wall Street Breakfast · host Seeking Alpha

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)Show Notes: SA Investing Community weighs in on Iran warMicron, AMD lead AI and chip stocks higher despite Middle East woesKnow When To Hold 'Em And When To Fold 'EmEpisode transcripts: seekingalpha.com/wsbSign 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.

Episode metadata supplied by the publisher feed · Published May 8, 2026

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Wall Street Roundup: Market turning lemons into limoncello

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