Wall Street Breakfast

New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel's deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23)

Episode transcripts seekingalpha.com/wsb.

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Cathie Wood says she invests for a ‘5-year horizon' ... but ARKK has lost ground over that time
Amazon owes $525M in damages for patent infringement - jury
New additions to Goldman’s High Operating Leverage list

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March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51)

Show Notes
Cabot Wealth’s Top Ten list of stocks
Delta leads the airline sector higher after record Q1 earnings

Episode transcripts seekingalpha.com/wsb
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Intel (INTC) unveils Gaudi 3 AI accelerator, setting up race with Nvidia. (00:24) Costco (COST) may be sitting on gold with its new business. (01:26) Philips (PHG) reaches agreement with DOJ, FDA on consent decree over sleep apnea devices. (02:45)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: SGH and PSMT
JPMorgan’s top European picks
Fitch cuts China's credit outlook to negative on public finance risks
Q3 crude oil price outlook raised at Morgan Stanley on rising geopolitical risk

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Sales pessimism pushed NFIB index to lowest since December 2012. (0:16) Are high rates actually fueling inflation. (1:47) Top silver mining stocks. (5:19)

Show Notes
Tilray guidance cut sends cannabis stocks lower
Google unveils in-house Axion chips to cut AI costs, reliance on Nvidia, others

Episode transcripts seekingalpha.com/wsb
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Samsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar stores weighed down by 99 Cents Only bankruptcy. (01:57) Norwegian Cruise Lines (NCLH) places its largest order for 8 new ships. (03:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: MAXN, NTES, and more
PFAS ban in EU and U.S. could have negative implications for Amer Sports - analyst
Didi Global looks to mass produce robotaxi vehicles in 2025
HSBC to sell Argentina business for $550M, expects $1B pre-tax loss

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Jamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face trouble if the 10-year hits 4.8%. (2:21) How fast could a Tesla Robotaxi hit the road? (4:42)

Show Notes
Citi's top recommended large-cap stocks

Episode transcripts seekingalpha.com/wsb
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Kimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24) Tesla (TSLA) plans to unveil its Robotaxi service on August 8. (01:10) People's Bank of China sets up $69B re-lending program for tech companies. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Crypto stocks, FSLY, and more
Shein and Temu: Disruptors of Fast-Fashion and E-Commerce
Southwest Airlines 737 returns to airport after engine cover falls off
Housing affordability would’ve waned even without Fed tightening, study shows

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The Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wells Fargo kick off earnings season. (1:29) Paramount Global nearing deal with Skydance? (3:05)

Show Notes
Earnings Calendar
Buy-rated and sell-rated stocks within Technology

Episode transcripts seekingalpha.com/wsb
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Bob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains amid report Alphabet (GOOG) (GOOGL) considering takeover offer. (01:31) Fed’s Kashkari: Bitcoin (BTC-USD) has had no legitimate use case in more than a decade. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock mover today: Grindrod Shipping Holdings
Alphabet, Meta, Amazon in focus as Wedbush sees 'significantly' increased ad spend
CVS Health to cover Perrigo OTC birth control pill
Brent crude tops $90 for first time since October as Middle East tensions spike

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Perma-Fix (PESI) flies higher after plant testing for destruction of 'forever chemicals.' (00:25) Cosmetics stocks slump after Ulta Beauty (ULTA) warns on beauty sales slowdown. (01:29) Alphabet (GOOG) reportedly considers putting AI search behind paywall; stock perks up. (02:24)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: BB, LUNR, and more
Nvidia sees no disruptions to chip supply from Taiwan earthquake
Apple said to look at personal robots for 'next big thing:' report
Gold jumps to another record high after Powell's remarks; silver best since June 2021
Stock winners of Republican policy if Trump wins - GS

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