Wall Street Breakfast

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....

Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets Ai...

What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50) Show Notes OpenAI says Anthropic not supply chain risk 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 grade...

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Show links:  There Is No Streaming War This Is A Stock Picker's Market Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsl...

Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away . (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: NFLX, XYZ, DELL, and more...

Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26) Show Notes Jane Street now top holder of silver ETF 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 See...

C3.ai (AI) shares fall on missed guidance , regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results , guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CRM, TTD, NTNX, and more Social me...

Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30) Tom Lee spies bottom in software stocks (3:20) Show links:  HP's EPS outlook challenged by memory headwinds, say analysts; stock falls Lowe's issues cautious FY26 outlook on housing market headwinds E...

UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: FSLR, WDAY, and...

FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: HIMS, VIR, and more White House worki...

Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: NVO, VNDA, and more OpenAI's Sam Altman: Idea of space d...

Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court  strikes down Trump's global tariffs (9:30) Episode transcripts: seekingalpha.com/wsb Show links:  The Art Of Being A Contrarian With Courage & Conviction Investing Steven Bavaria And Samuel Smith's Top Income Picks For 2026 This Is A Stock Picker's Market Sign up for our daily newsletter here and for full access to analyst rating...

Carvana's (CVNA) Q4 profitability loses traction;  shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: OXY, DASH, and more GameStop's Ryan Cohen takes on the...

SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: PANW, NYT, and mo...

Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZIM, CMPS, and more...