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Wall Street Breakfast March 29: BP Uber Partnership

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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.

Tech trade tide turning?

Tesla (TSLA) price cuts go global; cost of Full Self-Driving slashed by a third. (00:26) Salesforce's (CRM) talks to acquire Informatica (INFA) flame out - WSJ. (01:39) MEVCO, Rivian (RIVN) ink pact to provide EVs to the mining industry. (02:27) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: INFA, crypto-related stocks and moreEarnings week ahead: Tesla, Meta Platforms, Google, Microsoft, Intel, Exxon Mobil, and moreCitadel calls Trump Media CEO a `proverbial loser' amid claims about short sellingSneakerheads losing interest and spending lessSign 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.

Tesla’s weekend moves: price cuts, pressures precede earnings

Four of the Magnificent 7 headline a busy earnings week. (0:19) Investors get first look at Q1 GDP. (2:46) House passes $95 billion aid and security package. (4:29)Show NotesIs the AI trade losing favor?Catalyst WatchDividend RoundupEpisode 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.

Tesla, Meta, Microsoft, Alphabet lead big earnings week

Oil gives back gains after latest Mideast worries. (00:27) Netflix (NFLX) dips despite beating subscriber, financial forecasts with double-digit growth. (01:24) Apple (AAPL) ordered to pull Meta's WhatsApp, Threads from China App Store. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NFLX and PARABitcoin halving on deck – here’s what to expectParamount jumps on report Sony in talks with Apollo over joint bidTruist upgrades energy sector to overweight as technicals improveSign 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 March 29: BP Uber Partnership

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