Wall Street Breakfast

Major Disney shareholder George Lucas backs Bob Iger in proxy battle. (0:16) Nvidia sees sell-the-news reaction to GTC. (2:30) EV maker Fisher halts production as it fights to survive. (3:11)

Show Notes
How the Magnificent 7 valuations stack up against bubbles of yore
Housing starts and building permits bounce back more than expected in February

Episode transcripts seekingalpha.com/wsb
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Unilever (UL) to separate ice-cream business, slash 7,500 jobs globally. (00:30) Exxon (XOM) CEO says giant Texas hydrogen project at risk without IRA tax credits. (01:38) Third time's the charm? Volkswagen (VWAGY) Tennessee auto workers vote to unionize. (02:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FUSN, NCMI, crypto stocks and more
Nvidia GTC 2024: Tech giant shows off new GB200 GPU, accelerated computing, more
AstraZeneca will buy Fusion Pharmaceuticals for ~$2B
Dril-Quip, Innovex to merge in all-stock deal

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Spike in bets on the women's games raises tournament handle expectations. (0:16) Apple talking to Google about using Gemini AI in iPhone. (3:45) Target limits self-checkout items to curb theft. (4:26)

Show Notes
Citi screens for 25 stocks with growth capex opportunity
Intel-backed Astera Labs boosts size of planned IPO

Episode transcripts seekingalpha.com/wsb
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Uber (UBER) to pay $178M to settle lawsuit by Australia taxi drivers. (00:27) SpaceX (SPACE) said to be building spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GOOG, FOUR and more
Earnings week ahead: FedEx, Nike, XPeng, Tencent, General Mills and more
How the Magnificent 7 valuations stack up against bubbles of yore
Citi screens for 25 stocks with growth capex opportunity

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Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24)

Show Notes
Financials ranked first again in BofA’s small-cap quantitative sector rankings, Utilities last.
Meta under federal probe over role in illegal drug sales: WSJ

Episode transcripts seekingalpha.com/wsb
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Adobe (ADBE) tumbles as Q2 forecast falls short of expectations; unveils $25B buyback. (00:27) WW International (WW) expects to beat previously given Q1 subscriber guidance. (01:29) Apple (AAPL) acquires Canadian startup DarwinAI as AI arms race accelerates: report. (02:25)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: ADBE, GERN, and more
New York says first U.S. utility-scale offshore wind farm starts operations
Samsung expected to be awarded over $6B for expanded US investment
Nippon Steel defends deal for US Steel after Biden criticism

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Steve Mnuchin says he's putting together a group to buy TikTok from China's ByteDance. (0:16) Another hot inflation report has rates climbing. (1:20) Marlboro Man easing up on the Budweiser. (4:47)

Show Notes
Retail sales rebound less than expected in February
Bio-Techne and Qiagen had the biggest increase in short interest levels last month - Baird

Episode transcripts seekingalpha.com/wsb
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Lithium Americas (LAC) gains after report of expected $2B government loan. (00:25) Paramount (PARA) sells its Indian television business stake to Reliance for $517M. (01:19) GE HealthCare (GEHC) marks worst drop in 2024 as General Electric (GE) cuts stake. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FSR, HOOD, and more
Palantir CEO blasts short sellers
Automotive stocks upgraded at Morgan Stanley; Ford is top pick
Elon Musk’s TSLA is now the worst performing S&P 500 stock YTD

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Spotify is beta testing in 11 countries as it looks to challenge YouTube. (0:17) New York Times accused of hacking OpenAI. (0:56) Dividend payments hit a record $1.66 trillion. (3:33)

Show Notes
Wells Fargo cuts Tesla to Sell with valuation pricey vs. rest of Mag 7
High conviction stocks with U.S. productivity opportunities due to AI

Episode transcripts seekingalpha.com/wsb
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Tesla (TSLA), Ford (F), GM among automakers to get low ratings for their partial automation systems. (00:25) Pentagon said to end plan for $2.5B Intel (INTC) grant: report. (01:44) Boeing (BA) fallout: Airlines brace for delayed plane deliveries. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: SKIN, CLOV, and more
U.S. federal budget deficit balloons to $296B in February
BYD unveils lower-priced version of electric hatchback e2
CME Group said to file application to start clearing U.S. Treasuries

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