# Wall Street Roundup: Market turning lemons into limoncello

Page: https://stenobird.com/podcast/wall-street-breakfast-618041/wall-street-roundup-market-turning-lemons-into-limoncello
Text version: https://stenobird.com/podcast/wall-street-breakfast-618041/wall-street-roundup-market-turning-lemons-into-limoncello.md
Podcast: [Wall Street Breakfast](https://stenobird.com/podcast/wall-street-breakfast-618041)
Published: 2026-05-08T17:11:59+00:00
Episode link: https://seekingalpha.com/wsb?source=wsb_podcast:market_lemons_limoncello
Audio file: https://api.spreaker.com/download/episode/71926766/wsl_b_r_5_8_5_8_26_9_49_am.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/wall-street-breakfast-618041/episodes/wall-street-roundup-market-turning-lemons-into-limoncello
Duration seconds: 944

## Resource

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 war Micron, AMD lead AI and chip stocks higher despite Middle East woes Know When To Hold 'Em And When To Fold 'Em 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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## Transcript

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