Wall Street Breakfast

Samsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar stores weighed down by 99 Cents Only bankruptcy. (01:57) Norwegian Cruise Lines (NCLH) places its largest order for 8 new ships. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MAXN, NTES, and morePFAS ban in EU and U.S. could have negative implications for Amer Sports - analystDidi Global looks to mass produce robotaxi vehicles in 2025HSBC to sell Argentina business for $550M, expects $1B pre-tax lossSign 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.

Jamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face trouble if the 10-year hits 4.8%. (2:21) How fast could a Tesla Robotaxi hit the road? (4:42)Show NotesCiti's top recommended large-cap stocksEpisode 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 seekingalpha.com/subscriptions.

Kimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24) Tesla (TSLA) plans to unveil its Robotaxi service on August 8. (01:10) People's Bank of China sets up $69B re-lending program for tech companies. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto stocks, FSLY, and moreShein and Temu: Disruptors of Fast-Fashion and E-CommerceSouthwest Airlines 737 returns to airport after engine cover falls offHousing affordability would’ve waned even without Fed tightening, study showsSign 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.

The Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wells Fargo kick off earnings season. (1:29) Paramount Global nearing deal with Skydance? (3:05)Show NotesEarnings CalendarBuy-rated and sell-rated stocks within TechnologyEpisode 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 seekingalpha.com/subscriptions.

Bob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains amid report Alphabet (GOOG) (GOOGL) considering takeover offer. (01:31) Fed’s Kashkari: Bitcoin (BTC-USD) has had no legitimate use case in more than a decade. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock mover today: Grindrod Shipping HoldingsAlphabet, Meta, Amazon in focus as Wedbush sees 'significantly' increased ad spendCVS Health to cover Perrigo OTC birth control pillBrent crude tops $90 for first time since October as Middle East tensions spikeSign 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.

Perma-Fix (PESI) flies higher after plant testing for destruction of 'forever chemicals.' (00:25) Cosmetics stocks slump after Ulta Beauty (ULTA) warns on beauty sales slowdown. (01:29) Alphabet (GOOG) reportedly considers putting AI search behind paywall; stock perks up. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BB, LUNR, and moreNvidia sees no disruptions to chip supply from Taiwan earthquakeApple said to look at personal robots for 'next big thing:' reportGold jumps to another record high after Powell's remarks; silver best since June 2021Stock winners of Republican policy if Trump wins - GSSign 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.

CEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door open to rate cuts. (1:07) Taiwan earthquake disrupts chip manufacturing. (3:25)Show NotesBuy vs. Sell ideas paired within each sector - OppenheimerParamount gains amid report of advancing talks with SkydanceEpisode 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 seekingalpha.com/subscriptions.

Hanesbrands (HBI) reportedly sells Champion to Authentic Brands. (00:22) Costco (COST) launches a weight loss program for members. (01:13) Amazon (AMZN) shelves Just Walk Out tech at some grocery stores. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CALM, INTC, and moreBuy vs. Sell ideas paired within each sector - OppenheimerApple's latest research suggests tech giant will be an 'AI winner'Biden open to ending LNG export pause in push for Ukraine aid - ReutersSign 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.

Tesla Q1 deliveries miss already-lowered expectations. (0:16) After a century, the General Electric stock market era is over. (3:49) See the most crowded stocks in each sector. (4:39) Show NotesJob openings roughly flat in February, with prior month's print revised down - JOLTSSLB to buy ChampionX in all-stock deal valued at ~$7.8BEpisode 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 seekingalpha.com/subscriptions.

Mexico said to cut some oil exports as global supplies tighten. (00:23) EV startup Canoo (GOEV) raises going concern doubts as it runs low on cash. (01:19) Florida Supreme Court allows adult-use cannabis bill to go to November ballot. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GE, GOEV, and moreFidelity to impose new $100 servicing fee on some ETFsDisney winning proxy battle with Trian with more than half of votes cast - WSJFedEx lost a key USPS contract to UPS. Should investors be worried?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.

UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of contraction. (1:21) United asks pilots to take unpaid leave. (3:24)Show NotesWells Fargo's high-conviction tactical longs and shorts for Q2Citi stays bullish on chips as February sales top averageEpisode 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 seekingalpha.com/subscriptions.

Nippon Steel's (NPSCY) new president committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate its fintech business. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: LI, MMM, and moreMicrosoft and OpenAI said to be eyeing $100B data center projectSpirit Airlines could get up to $200M in compensation for Pratt & Whitney engine problemsMicroStrategy among most squeezable as crypto short interest climbsSign 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.

Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,000. (1:13) Microsoft and OpenAI to build Stargate supercomputer. (4:04)Show NotesAT&T says data set impacting about 73M current, former account holders leaked on dark webEarnings CalendarEpisode 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 seekingalpha.com/subscriptions.

US State Dept. announces $10M reward for BlackCat ransomware group. (00:28) Disney (DIS) settles DeSantis fight in Florida. (01:35) Ford (F) eliminating more jobs at Dearborn F-150 Lightning plant - report. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: RH, AKBA, and moreUBS: A U.S. economic slowdown is ahead - Here are some indicatorsJ&J-Shockwave deal makes strategic sense: analystsSen. Sanders goes after Novo Nordisk on a study on Ozempic low manufacture costSign 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.

The most popular options bet on DJT predicts a 96% plunge in a month. (0:16) Charts spy Amazon run to $200. (3:07) Robinhood offers gold cards (some made of actual gold). (3:57) Show NotesCoinbase stock dips as judge rules SEC case can move forwardUtilities have beaten semis most Aprils since 2011Episode 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 seekingalpha.com/subscriptions.

Consol Energy (CEIX) slips 7% as Maryland marine terminal likely faces long downtime. (00:27) GameStop (GME) slides after reporting weak sales tally for holiday quarter. (02:11) Apple (AAPL) confirms developer conference date. (03:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MRK, GME, DJT, and moreMS: Market under-appreciates mismatch between AI-powered demand and supply growthAdobe unveils experimental AI journeys at Las Vegas summitBlackRock's Larry Fink talks 'energy pragmatism' and a retirement 'revolution' in annual letterSign 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.

Gov. DeSantis signs bill banning those under 14 from joining platforms. (0:16) Maersk chartered vessel that brought down Baltimore bridge. (1:10) McDonald's looks to sell Krispy Kremes nationwide. (3:04)Show NotesTrump Media soars with Nasdaq debutViking Therapeutics gains on early data for oral weight loss therapyDurable goods orders rebound in February after two months of declines Episode 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 seekingalpha.com/subscriptions.

Lucid Group (LCID) rallies after a new Saudi fund investment bolsters confidence. (00:24) World’s largest oilfield services company has no plans to leave Russia - FT. (01:31) WeWork (WEWKQ) founder and former CEO Adam Neumann makes bid for company. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: STOK, MSTR, WPRT, and moreGoldman stays bullish on commodities in anticipation of rate cutsRon DeSantis signs bill banning social media for kids under 14 in FloridaSPAC Digital World surges as Trump Media deal closes, set to trade TuesdaySign 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.

Dave Calhoun announces sets a date to leave amid safety struggles. (0:15) Mizuho turns sour on EV stocks. (2:36) Like the Magnificent 7? Try the GRANOLAS. (4:53)Show NotesWall Street Breakfast Survey: ETFs or Mutual Funds?Super Micro Computer initiated with Overweight rating at JP MorganEpisode 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 seekingalpha.com/subscriptions.

China said to block use of Intel (INTC), AMD chips in government computers. (00:26) Boeing (BA) union wants board seat to 'save company from itself' - report. (01:14) Germany cannabis legalization on schedule as bill clears final hurdle. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DWAC, ACB, and moreEarnings week ahead: Walgreens Boots Alliance, Carnival, GameStop and moreLook beyond the Magnificent 7 to the GRANOLAS - GoldmanBlackstone said to weigh $1.89B sale of WeWork rival The Office GroupSign 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.