Wall Street Breakfast

U.S. bill demands TikTok (BDNCE) divest from China's ByteDance or face ban. (00:26) Nordstrom (JWN) shares sink as soft guidance overshadows upbeat Q4 results. (02:06) Jury orders Berkshire's PacifiCorp (BRK.B) to pay at least $29M to Oregon wildfire victims. (02:54)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: CRWD, JWN, BOX
Dodge launches all-electric Charger muscle car lineup
Disney trims losses as CEO Iger touts streaming profits this year, cash flow
Target rips 12% gain as investors eye higher margins, clean inventory and comp sales guidance

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Employees evacuated, production halted at the factory in Germany. (0:16) 2025 could be historic for gasoline demand. (1:01) Target rallies on improved holiday profit. (3:00)

Show Notes
Wells Fargo screens for momentum names to play and contrarian plays to avoid
Apple's iPhone sales in China tumble 24% amid rising popularity of Huawei

Episode transcripts seekingalpha.com/wsb
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Philip Morris' (PM) Zyn pouches hit with lawsuit. (00:25) Elon Musk dethroned as world's richest person after Tesla (TSLA) slump. (01:34) RealReal (REAL) is up more than 80% since earnings last week as liquidity fears fade. (02:49)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: GTLB, SFIX, AVAV
Oppenheimer’s Buy vs. Sell ideas paired by each sector
Walt Disney gains as Trian issues white paper to 'restore the magic'
Baxter in discussions to sell kidney care unit

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The EU fines Apple $1.95B over App Store's rules for music streamers. (0:16) Goldman rates Super Micro Neutral but the stock has already surged through its target. (4:02) Smaller Whole Foods Market Daily Shop stores to debut. (4:35)

Show Notes
Stocks with the most insider buying and selling
JetBlue gains, Spirit Airlines sinks after terminating merger agreement

Episode transcripts seekingalpha.com/wsb
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Bitcoin surges past $65,000 (0:30), Google could face antitrust claims (1:25), and Japan's Nikkei tops 40,000 (2:14).

Show Notes
Google could face some advertisers' antitrust claims, says US judge - report
Earnings week ahead: NIO, Costco, Target, JD.com, CrowdStrike, DocuSign and more
Toyota to invest $2.22 billion in Brazil

Episode transcripts seekingalpha.com/wsb

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Economists expect payrolls rose by 190,000 in February after the big January bump. (0:18) Opec+ extends supply cuts to midyear. (2:27) Fisker reportedly in talks with Nissan for cash injection. (2:54)

Show Notes
Seeking Alpha Catalyst Watch
Earnings Calendar

Episode transcripts seekingalpha.com/wsb
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Fisker (FSR) shares in freefall after-hours on doubts it can continue as going concern. (00:24) Lordstown Motors (RIDEQ) charged by SEC with misleading investors. (01:38) Cyber threat: Biden orders investigation into security risks from Chinese cars. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: New York Community Bancorp, Dell Technologies, and more
Elon Musk's Neuralink cited by FDA for research quality control issues - report
Dell soars as strong AI server demand aids Q4, outlook; unveils 20% dividend hike
Figure AI confirms $675M in funding from Bezos, Nvidia, others; unveils OpenAI deal

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Apple (AAPL) shareholders reject union proposal for AI transparency report. (00:26) UnitedHealth (UNH) hackers claim to have stolen millions of records: report. (01:54) Coinbase (COIN) stock briefly dips into red as some users see zero in their accounts. (02:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Okta, Snowflake, and more
Anheuser-Busch reaches tentative deal with union; Molson Coors strike continues
Wendy's reverses on surge pricing after frosty reaction from customers
China's Xpeng and Volkswagen extend partnership to develop two B-class battery EVs

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Anheuser-Busch InBev (BUD) faces down first big union battle of 2024. (00:25) UnitedHealth (UNH) falls amid report DOJ has launched antitrust review. (01:10) Apple (AAPL) cancels work on electric vehicle; to shift employees to generative AI: report. (01:47)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Crypto-linked stocks, Beyond Meat, eBay, and more
Top 10 most overbought large-cap stocks on Wall Street
Microsoft faces another EU probe for alleged antitrust practices: report
OpenAI asks judge to dismiss parts of New York Times lawsuit over alleged 'hack' (update)

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Alibaba (BABA) leads record $1B funding round for China's Moonshot AI. (00:24) Broadcom (AVGO) halts $1B sale of Carbon Black business - report. (01:43) Wendy's (WEN) may test dynamic pricing in a first for the fast-food industry. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Zoom Video Communications, Unity Software, and more
Palo Alto Networks surges as Nancy Pelosi discloses purchase
Dollar Tree to pay over $41M to resolve investigation into product contamination
Boeing’s push to improve quality is inadequate, FAA panel says

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