Wall Street Breakfast

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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Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)

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Biggest stock movers Wednesday: ARM, KBH, and more
Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says
OpenAI plans to discontinue its video generation app Sora
Foreign phone shipments in China slump 7.7% in February: report

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Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)      

Show Notes
Citi’s negative ROE trend stocks

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U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: CLB, OTLK, and more
OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report
Crude climbs on supply worries after Iran rejects U.S. negotiation claims

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Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19)    

Show Notes
Citi’s top stocks for positive ROE trends  

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Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: SNPS, SMCI, and more
SA Asks: What can Congress do to protect Social Security benefits?
SA Asks: What happens if the Social Security fund runs dry?
Palantir's AI system Maven to be used as core US military system: report

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Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)

Show Notes
Earnings Calendar
Dividend Roundup

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Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)

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Biggest stock movers Friday: FDX, SMCI, TGNA and more
Investment News Quiz
The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research
Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report
Bezos raising $100B to buy industrial firms and upgrade them with AI: report

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BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)

Show Notes
Stocks most neglected by hedge funds

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Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up

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