Wall Street Breakfast

No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).Episode transcripts: seekingalpha.com/wsbShow links: Gold extends rally after Fed holds the line on interest ratesFederal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertaintyIntel sinks as euphoria surrounding new CEO, foundry tie-up, fadeAdobe Summit 2025 Investor Meeting ConferenceSign 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.

Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Quantum stocks, FDX, and moreTrump to announce new Air Force contract for next-gen fighter jetNvidia teams up with French quantum computing start-up PasqalFedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformationSign 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 CoreWeave $26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45) Show NotesNearly all the AI valuation premium is goneEpisode 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.

NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: YY, FIVE, and moreTrump calls on Fed to cut rates as tariffs start to 'ease' into economyMusk’s X raises almost $1 billion in new equity funding - reportGold extends rally after Fed holds the line on interest ratesSign 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 Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)Show NotesUnpacking Nvidia GTCGlobal ETFs shineEpisode 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.

General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: STNE, GILD, and moreNvidia GTC 2025: Rubin, reasoning, robotics and moreTesla removed from 2025 Vancouver International Auto ShowSA Asks: How will the $32B Wiz deal impact Google?Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation.Episode transcripts: seekingalpha.com/wsbShow links: Dollar sinks on economic worries ahead of the Fed meet-Currency RecapWholesale egg prices drop, but retail rates could take time to catch upFederal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focusSign 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.

Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: GRAB, BIDU, and moreSA Maps: Tracking benchmark interest rates around the worldWhich beaten down stocks have the best chance for a quick rebound?Grab said to be moving forward with GoTo takeoverSign 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.

Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent Investing Experts conversation.Show Notes:Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decisionBrace For Turbulence: Navigating Rough Market Conditions AheadEpisode 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.

Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: NCLH and NIUSA Asks: What's next for quantum computing stocks?What will happen to payment stocks in a recession? Bernstein takes clues from 2008Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefireSign 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.

Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)Show NotesEarnings CalendarDividend RoundupEpisode 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.

Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35).Episode transcripts: seekingalpha.com/wsbShow links: Novo Nordisk slips after data for next-gen obesity drugDespite recent sell-offs, Wedbush expects AI tech stocks to reach record highsIntel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remainSign 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.

British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: DOCU, PTON, and moreTrump to invoke wartime law as soon as Friday to fast-track deportations - reportMorgan Stanley’s top quality stocks to own for the long termS&P correction: Biggest decliners as index logs first 10% fall from peak since 2023Sign 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.

Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).Episode transcripts: seekingalpha.com/wsbShow links: S&P on track to end in correction territory, Nasdaq slumps more than 2%February sees surge in short interest for crypto stocks led by MSTR, COINSign 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.

Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: INTC, ADBE, and moreSentinelOne tumbles as weak guidance overshadows Q4 resultsEPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'Budweiser APAC mulls job cuts to reduce costs by 15% - reportSign 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.

CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)Show NotesNvidia's GTC can't come fast enough Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GRPN, MOMO, and moreTSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - reportMusk pledges to double Tesla’s U.S. production amid support for TrumpRoche, Zealand Pharma enter $5.3B license deal for obesity treatmentSign 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.

Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)Show NotesIs this the market bottom?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.

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: DAL, TSLA, and moreSA analysts mixed on when stocks will rebound following sell-offAlphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocationSolar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty loomsSign 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.

Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)Show NotesHas the government forgotten what a real recession is? 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.