Wall Street Roundup: tech reports

Wall Street Breakfast · May 1, 2026 · 18m

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 gainsMeta Platforms (META) Q1 2026 Earnings Call TranscriptGoogle, Nvidia among 8 inking deals with Pentagon for AI use on classified workEpisode 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…