Wall Street Breakfast

US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GME, HUMA, and moreTrump may reportedly impose copper tariffs ahead of schedule, futures hit record highCanada halts Tesla rebate payments, moves to block future incentivesStock market selloffs may have ‘washed out’ some buyers: IBKRSign 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.

Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)  Show Notes Vanguard cuts U.S. growth forecastEpisode 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.

Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: DJT, KBH, and moreAlibaba sees signs of potential AI bubble in US; plans to resume hiring - reportEnd of the road: Kenworth to discontinue iconic W900 truck after 6 decadesBYD Company’s revenue tops $100 billion in FY24Sign 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.

BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57) Show NotesFord F-150 faces regulatory investigationEpisode 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.

23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta’s (META) $800 million offer - report. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, SMCI, and moreInternational names dominate list of cheap stocks with strong momentumAI boom echoes dot-com bubble, but with key differences: BloombergLuxury cars face biggest challenges from Trump's tariffs, WSJ reportsSign 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's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)Show NotesStocks that weather downturns the bestEarnings 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.

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.