Wall Street Breakfast

ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto stocks, CKPT, and moreTaiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basisIndia's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355MXPeng eyes mass production of flying cars, humanoid robots by 2026Sign 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.

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)Show NotesPiper Sandler's actionable picks amid selloffEarnings 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.

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).Show links: Anheuser-Busch Q4 Earnings TranscriptU.S. trade deficit has spiked to record highs amid tariffs fearsA New Age For Crypto With John D'Agostino, John Hoffman And Chris KuiperEpisode 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.

Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook, reveals 'workforce reduction' program. (02:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: AVGO, LUNR, and moreSpaceX's Starship explodes after launch again, debris disrupts Florida flightsFading worries over DOGE and Elon Musk, Wedbush goes all-in on TeslaTrump establishes Strategic Bitcoin ReserveCryptocurrency may likely remain under pressure over near term - JPMSign 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.

Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45)Show NotesLayoffs soar as DOGE bitesMarvell shares tumbleEpisode 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.

Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds. (03:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MRVL, ZS, and moreMicrosoft withdraws some agreements with CoreWeave - reportAlibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAITrump grants Big Three automakers one-month delay on Canada, Mexico tariffsSign 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.

OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)Show NotesTech stocks that can withstand the stormDisney planning ABC layoffsEpisode 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.

Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CRWD, AVAV, and moreSEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant techTrump defends tariffs after markets close significantly downGoogle urges DOJ to avoid breaking up company - 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.

The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) Show NotesStocks best insulated from tariffsOkta rallies post-earningsEpisode 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.

"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower.  (00:24) Walgreens  (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WBA, ILMN, and moreInvestors may be riding a ‘bucking bronco’ stock market into AprilBitcoin's back to where it started after strategic reserve spikeStocks are no longer sensitive to yields, U.S. dollar – Morgan StanleySign 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.

ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)Show NotesGoldman's cheap healthcare picksKroger CEO out for personal conductDomino's joins the stuffed crust sceneEpisode 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.

Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and moreGoogle co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per weekChina's Honor plans to invest over $10B in AI devicesEurope rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soarMoomoo 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.

Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)Show NotesEarnings CalendarTime to stop using bonds as a hedge?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.

Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).Episode transcripts: seekingalpha.com/wsb.Show links: UnitedHealth sends Medicare insurers lower after report on DoJ probeElon Musk’s DOGE agents said to have gained access to Medicare systemsAMD unveils next-gen graphics cards for gamers, challenging Nvidia dominanceSign 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.

Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)Episode transcripts seekingalpha.com/wsb.Show links: Bitcoin falls below $80,000, at risk of erasing all post-election gainsRed Robin's surprise rally shows investor confidence in turnaround planAlphabet falls into oversold territory for the first time in 5 monthsSign 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.

Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)Show NotesMedian age of first-time homebuyers tops 50Analysts applaud NvidiaEpisode 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.

Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNOW, CRM, and moreModerna slides on report of Trump team reevaluating bird flu vaccine fundingChina's Baidu plans to unveil AI model Ernie 4.5 in March - reportRithm Acquisition prices $200M IPO at $10 per shareSign 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.

Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.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.

McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)Show NotesWells Fargo says good time to buy communications - see their picksSuper Micro options bulls get windfallMoomoo 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.

Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LCID, SMCI, and moreAlibaba's video, image making AI tool open to publicTrump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals dealWarner Bros shutters three game studios, axes Wonder Woman video gameSign 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.