# Wall Street Roundup: Market turning lemons into limoncello

An episode of [Wall Street Breakfast](https://invisiblenetwork.ai/podcast/1358381502), 8 May 2026, 16 min.

Audio: https://api.spreaker.com/download/episode/71926766/wsl_b_r_5_8_5_8_26_9_49_am.mp3

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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