Wall Street Breakfast

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    

Show Notes
Artemis II moon mission    

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RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: NKE, BYND, and more
Trump to address nation Wednesday on Iran as U.S. signals exit
Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200
Constellation Energy tops S&P 500 losers after no news on power deals for data centers
Nike slides 9% after issuing soft guidance during its earnings call

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McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    

Show Notes
The biggest pain trades of Q1 

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Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers: SPCE, MKC, and more
Unilever, McCormick near merger to create global food giant
Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’
Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure

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Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns

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Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)

Show Notes
Earnings Calendar
Dividend Roundup

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It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)

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Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction
Strait of Hormuz disruptions send global plastics prices soaring
Secretary of State Rubio says the war with Iran will continue for 2-4 weeks more
Wall Street slides as Trump delays Iran energy strikes

Episode transcripts: seekingalpha.com/wsb

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Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: U, VERI, and more
Trump’s signature to appear on U.S. currency, a first for a sitting president
OpenAI ad pilot crosses $100M annualized revenue mark in six weeks
Pentagon weighs sending up to 10,000 more troops to the Middle East: report

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Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: OLPX, SMCI, and more
Trump team reportedly exploring implications of oil reaching $200 per barrel
Iran said to draft bill to impose fees for transit through Strait of Hormuz
Super Micro faces lawsuit alleging securities fraud tied to China sales

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The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)    

Show Notes
Meta ties exec rewards to $9T valuation   

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