Wall Street Breakfast

Selloff to surge in defense


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Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in China - report
Samsung projects threefold increase in profit on AI boom
Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says

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