Wall Street Breakfast

Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)

Episode transcripts seekingalpha.com/wsb.

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Bitcoin falls below $80,000, at risk of erasing all post-election gains
Red Robin's surprise rally shows investor confidence in turnaround plan
Alphabet falls into oversold territory for the first time in 5 months

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Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)

Show Notes
Median age of first-time homebuyers tops 50
Analysts applaud Nvidia

Episode transcripts: seekingalpha.com/wsb
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Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: SNOW, CRM, and more
Moderna slides on report of Trump team reevaluating bird flu vaccine funding
China's Baidu plans to unveil AI model Ernie 4.5 in March - report
Rithm Acquisition prices $200M IPO at $10 per share

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Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.

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McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)

Show Notes
Wells Fargo says good time to buy communications - see their picks
Super Micro options bulls get windfall

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Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: LCID, SMCI, and more
Alibaba's video, image making AI tool open to public
Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal
Warner Bros shutters three game studios, axes Wonder Woman video game

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Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble. (2:50)

Show Notes
Hedge fund VIP stocks
Lucasfilm head set to retire

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Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more
Gold racks up another record high on tariff concerns, spiking ETF holdings
OPEC+ seen raising oil production in bid to appease Trump, BofA analyst believes
Denny's add eggs surcharge at some locations due to national shortage

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Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10) 

Show Notes
Find top growth stocks in the small-cap space
Robotaxi pure play WeRide lands key Beijing approval

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Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: HE, EQX, and more
Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist
Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report
'Captain America: Brave New World' crashes in second weekend

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