Wall Street Breakfast

What is “ Hunter Alpha ”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance . (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: DOCU, LULU, and more Microsoft may challen...

Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking . (2:40)    Show Notes Is the S&P good for diversification anymore? Amazon unveils 1-hour delivery   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter her...

Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal . (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: BYND, LNSR, and more OpenAI to cut back on side projects in push to ‘...

Private credit funds  limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch . (1:38) Record number of companies mention AI on earnings calls. (2:09) Show Notes The 20 stocks hedge funds love to short Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: META, MU, gold stocks, and more Goldman Sachs sees S&P 500 rising to 7,600 on...

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts . (0:17) Micron earnings expected to show strong DRAM pricing . (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)   Show Notes Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant...

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10) Show Notes:  CPI read: Airfares jumped 7% in February even before the spike in oil prices Oracle targets rapid AI infrastructure expansion  Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here an...

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: ADBE, ULTA, and more News Qui...

IEA says 7.5% of global oil supply will be disrupted, the most in history . (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug . (1:54) Show Notes The 20 stocks hedge funds love the most Time to stop treating AI as a chatbot   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to...

Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook . (02:04)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: PATH, BMBL, and more U.S. targets China, Mexico, EU, and India in...

February CPI meets expectations , but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook . (1:27) JPMorgan tightens lending against private-credit loans tied to software . (2:32) Show Notes The most ‘disconnected’ tech trade     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ra...

Oracle (ORCL) pops as Q3 results, guidance top estimates ; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ORCL, AVAV, an...

AI startup Advanced Machine Intelligence also names its CEO . (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions . (1:04) Bill Ackman’s fund files for IPO on NYSE . (2:49) Show Notes Polymarket taps Palantir to help referee sports betting Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score...

TSMC Jan-Feb r evenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: HPE, RAIL, and more Iran says oil blockade will persist until attacks e...

Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14) Show Notes Where are airlines hedged on jet fuel? Oil will delay global rate cut plans It’s Barbie’s birthday  Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here...

G7 to discuss coordinated oil reserve release , FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Airline stocks and more S. Korean Pres...

Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook . (2:11)   Show Notes Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subs...

U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00) 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 .

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand . (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)     Show Notes The AI doomsday is already here   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divide...

OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: AVGO, VEEV, and more Anthropic CEO Da...

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high . (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55) Show Notes Tesla whale backs Nvidia Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scor...

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: MRNA, GTLB, and more Superintelligence push: Meta said to cr...

Bulls and bears battle as oil , dollar rally. (0:15) Paramount debt cut to junk . (2:39) Amazon buys George Washington University satellite campus . (2:52)      Show Notes The Jefferies AI Beneficiary Basket 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 Premiu...

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘ shouldn’t have rushed ’ Pentagon deal after Anthropic ban. (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLUG, MDB, and more Paramount’s debt cut to junk status after Wa...

Cruise lines, airlines, hotels all struggle . (0:15) AES plunges after agreeing to buyout . (1:41) ISM Manufacturing Index tops expectations . (2:05) Show Notes The Jefferies AI Risk Basket 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....