Wall Street Breakfast

Gov. DeSantis signs bill banning those under 14 from joining platforms. (0:16) Maersk chartered vessel that brought down Baltimore bridge. (1:10) McDonald's looks to sell Krispy Kremes nationwide. (3:04)

Show Notes
Trump Media soars with Nasdaq debut
Viking Therapeutics gains on early data for oral weight loss therapy
Durable goods orders rebound in February after two months of declines
 
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Lucid Group (LCID) rallies after a new Saudi fund investment bolsters confidence. (00:24) World’s largest oilfield services company has no plans to leave Russia - FT. (01:31) WeWork (WEWKQ) founder and former CEO Adam Neumann makes bid for company. (02:39)

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Biggest stock movers today: STOK, MSTR, WPRT, and more
Goldman stays bullish on commodities in anticipation of rate cuts
Ron DeSantis signs bill banning social media for kids under 14 in Florida
SPAC Digital World surges as Trump Media deal closes, set to trade Tuesday

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Dave Calhoun announces sets a date to leave amid safety struggles. (0:15) Mizuho turns sour on EV stocks. (2:36) Like the Magnificent 7? Try the GRANOLAS. (4:53)

Show Notes
Wall Street Breakfast Survey: ETFs or Mutual Funds?
Super Micro Computer initiated with Overweight rating at JP Morgan

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China said to block use of Intel (INTC), AMD chips in government computers. (00:26) Boeing (BA) union wants board seat to 'save company from itself' - report. (01:14) Germany cannabis legalization on schedule as bill clears final hurdle. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: DWAC, ACB, and more
Earnings week ahead: Walgreens Boots Alliance, Carnival, GameStop and more
Look beyond the Magnificent 7 to the GRANOLAS - Goldman
Blackstone said to weigh $1.89B sale of WeWork rival The Office Group

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FOMC members may look to temper market enthusiasm. (0:20) GameStop, Walgreens set to report earnings. (2:26) Goldman sees path to S&P 6,000. (4:38)

Show Notes
FAA said to mull limits on new routes for United after safety incidents

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FedEx (FDX) rallies after Express unit delivers strong quarter. (00:27) Winnebago (WGO) sees better times ahead for RV industry. (01:41) Trump stands to gain $3B if DWAC shareholders clear deal to take Truth Social public. (03:01)

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Biggest stock movers today: FDX, NKE, and more
32 “Breakthroughs” stocks by BofA - Part 1
32 “Breakthroughs” stocks by BofA - Part 2
Reddit rockets as investors receive latest AI IPO

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DoorDash and Wing to test delivery of Wendy's by drone in Virginia. (0:16) Air Force conducts last test on hypersonic missile. (3:45) AI startup Cohere looks for a $5 billion valuation. (4:22)

Show Notes
The top stocks with selling pressure across the Russell universe
The top stocks with buying support across the Russell universe
Medicare coverage for obesity drugs could strain federal budget: CBO

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DOJ set to sue Apple for antitrust violations related to iPhone. (0:14) Reddit to debut after pricing IPO at top of range. (0:48) Apollo offers $11 billion for Paramount's film and TV business. (1:52)

Show Notes
Micron soars as Q2 results, guidance blow past expectations
Astera Labs soars as investors receive latest chip IPO

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The FOMC kept its dot-plot steady despite higher growth and inflation forecasts. (0:15) The S&P 500 closes above 5,200 as yields fell. (0:27) Money manager risk appetite at 2-year high. (4:55)

Show Notes
JPMorgan Chase increases dividend by ~10% to $1.15
Topgolf Callaway spikes after unconfirmed report of potential sale

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Chipotle Mexican Grill (CMG) announces 50-for-1 stock split. (00:26) Saudi Arabia plans to pour $40B into AI technology: report. (01:19) Nordstrom (JWN) jumps on report of new takeover offer from founding family. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: INTC, CMG, PDD and more
JetBlue cuts flights to focus on 'bread and butter' routes - report
U.S. beverage sales cooled off but energy drinks, tequila and prepared cocktails are still hot
Reddit to 'evaluate' Nokia claim of patent infringement ahead of IPO

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