Wall Street Breakfast

Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45)

Show Notes
Layoffs soar as DOGE bites
Marvell shares tumble

Episode transcripts: seekingalpha.com/wsb
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Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds. (03:04)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: MRVL, ZS, and more
Microsoft withdraws some agreements with CoreWeave - report
Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI
Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs

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OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)

Show Notes
Tech stocks that can withstand the storm
Disney planning ABC layoffs

Episode transcripts: seekingalpha.com/wsb
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Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRWD, AVAV, and more
SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech
Trump defends tariffs after markets close significantly down
Google urges DOJ to avoid breaking up company - report

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The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) 

Show Notes
Stocks best insulated from tariffs
Okta rallies post-earnings

Episode transcripts: seekingalpha.com/wsb
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"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower.  (00:24) Walgreens  (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: WBA, ILMN, and more
Investors may be riding a ‘bucking bronco’ stock market into April
Bitcoin's back to where it started after strategic reserve spike
Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley

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ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)

Show Notes
Goldman's cheap healthcare picks
Kroger CEO out for personal conduct
Domino's joins the stuffed crust scene

Episode transcripts: seekingalpha.com/wsb
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Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more
Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week
China's Honor plans to invest over $10B in AI devices
Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar

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Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)

Show Notes
Earnings Calendar
Time to stop using bonds as a hedge?

Episode transcripts: seekingalpha.com/wsb
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Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).

Episode transcripts: seekingalpha.com/wsb.

Show links: 
UnitedHealth sends Medicare insurers lower after report on DoJ probe
Elon Musk’s DOGE agents said to have gained access to Medicare systems
AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance

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