Wall Street Breakfast

CEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door open to rate cuts. (1:07) Taiwan earthquake disrupts chip manufacturing. (3:25)

Show Notes
Buy vs. Sell ideas paired within each sector - Oppenheimer
Paramount gains amid report of advancing talks with Skydance

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Hanesbrands (HBI) reportedly sells Champion to Authentic Brands. (00:22) Costco (COST) launches a weight loss program for members. (01:13) Amazon (AMZN) shelves Just Walk Out tech at some grocery stores. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: CALM, INTC, and more
Buy vs. Sell ideas paired within each sector - Oppenheimer
Apple's latest research suggests tech giant will be an 'AI winner'
Biden open to ending LNG export pause in push for Ukraine aid - Reuters

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Tesla Q1 deliveries miss already-lowered expectations. (0:16) After a century, the General Electric stock market era is over. (3:49) See the most crowded stocks in each sector. (4:39) 

Show Notes
Job openings roughly flat in February, with prior month's print revised down - JOLTS
SLB to buy ChampionX in all-stock deal valued at ~$7.8B

Episode transcripts seekingalpha.com/wsb
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Mexico said to cut some oil exports as global supplies tighten. (00:23) EV startup Canoo (GOEV) raises going concern doubts as it runs low on cash. (01:19) Florida Supreme Court allows adult-use cannabis bill to go to November ballot. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GE, GOEV, and more
Fidelity to impose new $100 servicing fee on some ETFs
Disney winning proxy battle with Trian with more than half of votes cast - WSJ
FedEx lost a key USPS contract to UPS. Should investors be worried?

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UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of contraction. (1:21) United asks pilots to take unpaid leave. (3:24)

Show Notes
Wells Fargo's high-conviction tactical longs and shorts for Q2
Citi stays bullish on chips as February sales top average

Episode transcripts seekingalpha.com/wsb
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Nippon Steel's (NPSCY) new president committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate its fintech business. (02:19)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: LI, MMM, and more
Microsoft and OpenAI said to be eyeing $100B data center project
Spirit Airlines could get up to $200M in compensation for Pratt & Whitney engine problems
MicroStrategy among most squeezable as crypto short interest climbs

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Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,000. (1:13) Microsoft and OpenAI to build Stargate supercomputer. (4:04)

Show Notes
AT&T says data set impacting about 73M current, former account holders leaked on dark web
Earnings Calendar

Episode transcripts seekingalpha.com/wsb
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US State Dept. announces $10M reward for BlackCat ransomware group. (00:28) Disney (DIS) settles DeSantis fight in Florida. (01:35) Ford (F) eliminating more jobs at Dearborn F-150 Lightning plant - report. (02:55)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: RH, AKBA, and more
UBS: A U.S. economic slowdown is ahead - Here are some indicators
J&J-Shockwave deal makes strategic sense: analysts
Sen. Sanders goes after Novo Nordisk on a study on Ozempic low manufacture cost

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The most popular options bet on DJT predicts a 96% plunge in a month. (0:16) Charts spy Amazon run to $200. (3:07) Robinhood offers gold cards (some made of actual gold). (3:57) 

Show Notes
Coinbase stock dips as judge rules SEC case can move forward
Utilities have beaten semis most Aprils since 2011

Episode transcripts seekingalpha.com/wsb
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Consol Energy (CEIX) slips 7% as Maryland marine terminal likely faces long downtime. (00:27) GameStop (GME) slides after reporting weak sales tally for holiday quarter. (02:11) Apple (AAPL) confirms developer conference date. (03:44)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: MRK, GME, DJT, and more
MS: Market under-appreciates mismatch between AI-powered demand and supply growth
Adobe unveils experimental AI journeys at Las Vegas summit
BlackRock's Larry Fink talks 'energy pragmatism' and a retirement 'revolution' in annual letter

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