Wall Street Breakfast

Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: INTC, ADBE, and more
SentinelOne tumbles as weak guidance overshadows Q4 results
EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'
Budweiser APAC mulls job cuts to reduce costs by 15% - report

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CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)

Show Notes
Nvidia's GTC can't come fast enough 

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Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)
 
Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GRPN, MOMO, and more
TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report
Musk pledges to double Tesla’s U.S. production amid support for Trump
Roche, Zealand Pharma enter $5.3B license deal for obesity treatment

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Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)

Show Notes
Is this the market bottom?

Episode transcripts: seekingalpha.com/wsb
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Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: DAL, TSLA, and more
SA analysts mixed on when stocks will rebound following sell-off
Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation
Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms

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Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)

Show Notes
Has the government forgotten what a real recession is? 

Episode transcripts: seekingalpha.com/wsb
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ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16)
 
Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Crypto stocks, CKPT, and more
Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis
India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M
XPeng eyes mass production of flying cars, humanoid robots by 2026

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A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)

Show Notes
Piper Sandler's actionable picks amid selloff
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).

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Anheuser-Busch Q4 Earnings Transcript
U.S. trade deficit has spiked to record highs amid tariffs fears
A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper

Episode transcripts: seekingalpha.com/wsb

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Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook, reveals 'workforce reduction' program. (02:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers: AVGO, LUNR, and more
SpaceX's Starship explodes after launch again, debris disrupts Florida flights
Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
Trump establishes Strategic Bitcoin Reserve
Cryptocurrency may likely remain under pressure over near term - JPM

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