China eases more COVID restrictions, but trade data weighs on outlook. Apple (AAPL) pushes self-driving car launch to 2026 but still eyes major EV industry disruption. Activist investor Bluebell is said to take a stake in BlackRock (BLK), calling for CEO change.

Wall Street Breakfast December 7: China Eases More COVID Restrictions

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Boeing topped estimates on the top and bottom lines. (0:16) AT&T; reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53) Show NotesStock investors facing 'meaningful losses' but hope lies in key metricDurable goods orders rise more than expected in MarchEpisode 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.

Boeing cites safety progress as loss narrows

Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: TSLA, TXN, ENPH, and moreJPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominanceGrayscale files to register shares of ethereum trust, plans for lower-fee substituteHistory suggests the materials sector is about to hit a seasonal peak, RenMac saysSign 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.

Google delays phaseout of third-party cookies

State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22)Snow NotesJ.P. Morgan's Kolanovic says the correction in stocks isn't finished yetU.S. PMI Manufacturing unexpectedly slips into negative territory in AprilEpisode 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.

California vs airport security line jumping

UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for 24/7 stock trading. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: IBRX, NVS, and moreFTC sues to block Capri Holdings $8.5B sale to TapestryHeaded into earnings, most Magnificent 7 stocks are well off their 2024 peaksCalifornia bill aims to ban Clear from airport security linesSign 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.

UnitedHealth confirms personal data compromised in cyberattack

UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new weight-loss drugs by '29. (5:11)Show NotesGoldman picks top capex and R&D; stocksTesla skids to a new 52-week low with earnings on tap for TuesdayVerizon gains as Q1 earnings top estimatesEpisode 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.

Wall Street Breakfast December 7: China Eases More COVID Restrictions

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