Wall Street Breakfast

Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

Show Notes
Jane Street now top holder of silver ETF

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C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

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Biggest stock movers Thursday: CRM, TTD, NTNX, and more
Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
Trump administration to hold back $259M in Medicaid payments to Minnesota
Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

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Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
Tom Lee spies bottom in software stocks (3:20)

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HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
Lowe's issues cautious FY26 outlook on housing market headwinds

Episode transcripts: seekingalpha.com/wsb

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UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: FSLR, WDAY, and more
Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
Anthropic softens AI safety policy to stay competitive
Trump administration explores requiring banks to collect citizenship data - report

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FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: HIMS, VIR, and more
White House working on 15% tariff, timeline remains unclear: report
Bayer sues Johnson & Johnson over prostate cancer drug claims
IonQ in focus as quantum computing firm selected for Golden Dome contract

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Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: NVO, VNDA, and more
OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
Nvidia re-enters PC market with AI-powered laptop chips

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Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)

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The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market

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Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates

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SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)

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Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS

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Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: ZIM, CMPS, and more
Apple adds integrated video podcasts, taking on Spotify and YouTube
Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt
Goldman Sachs to drop DEI criteria for its board, WSJ reports
SpaceX to compete in Pentagon contest for autonomous drone tech - report

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