Wall Street Breakfast

Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,000. (1:13) Microsoft and OpenAI to build Stargate supercomputer. (4:04)Show NotesAT&T says data set impacting about 73M current, former account holders leaked on dark webEarnings CalendarEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

US State Dept. announces $10M reward for BlackCat ransomware group. (00:28) Disney (DIS) settles DeSantis fight in Florida. (01:35) Ford (F) eliminating more jobs at Dearborn F-150 Lightning plant - report. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: RH, AKBA, and moreUBS: A U.S. economic slowdown is ahead - Here are some indicatorsJ&J-Shockwave deal makes strategic sense: analystsSen. Sanders goes after Novo Nordisk on a study on Ozempic low manufacture costSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The most popular options bet on DJT predicts a 96% plunge in a month. (0:16) Charts spy Amazon run to $200. (3:07) Robinhood offers gold cards (some made of actual gold). (3:57) Show NotesCoinbase stock dips as judge rules SEC case can move forwardUtilities have beaten semis most Aprils since 2011Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Consol Energy (CEIX) slips 7% as Maryland marine terminal likely faces long downtime. (00:27) GameStop (GME) slides after reporting weak sales tally for holiday quarter. (02:11) Apple (AAPL) confirms developer conference date. (03:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MRK, GME, DJT, and moreMS: Market under-appreciates mismatch between AI-powered demand and supply growthAdobe unveils experimental AI journeys at Las Vegas summitBlackRock's Larry Fink talks 'energy pragmatism' and a retirement 'revolution' in annual letterSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Gov. DeSantis signs bill banning those under 14 from joining platforms. (0:16) Maersk chartered vessel that brought down Baltimore bridge. (1:10) McDonald's looks to sell Krispy Kremes nationwide. (3:04)Show NotesTrump Media soars with Nasdaq debutViking Therapeutics gains on early data for oral weight loss therapyDurable goods orders rebound in February after two months of declines Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lucid Group (LCID) rallies after a new Saudi fund investment bolsters confidence. (00:24) World’s largest oilfield services company has no plans to leave Russia - FT. (01:31) WeWork (WEWKQ) founder and former CEO Adam Neumann makes bid for company. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: STOK, MSTR, WPRT, and moreGoldman stays bullish on commodities in anticipation of rate cutsRon DeSantis signs bill banning social media for kids under 14 in FloridaSPAC Digital World surges as Trump Media deal closes, set to trade TuesdaySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Dave Calhoun announces sets a date to leave amid safety struggles. (0:15) Mizuho turns sour on EV stocks. (2:36) Like the Magnificent 7? Try the GRANOLAS. (4:53)Show NotesWall Street Breakfast Survey: ETFs or Mutual Funds?Super Micro Computer initiated with Overweight rating at JP MorganEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

China said to block use of Intel (INTC), AMD chips in government computers. (00:26) Boeing (BA) union wants board seat to 'save company from itself' - report. (01:14) Germany cannabis legalization on schedule as bill clears final hurdle. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DWAC, ACB, and moreEarnings week ahead: Walgreens Boots Alliance, Carnival, GameStop and moreLook beyond the Magnificent 7 to the GRANOLAS - GoldmanBlackstone said to weigh $1.89B sale of WeWork rival The Office GroupSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FOMC members may look to temper market enthusiasm. (0:20) GameStop, Walgreens set to report earnings. (2:26) Goldman sees path to S&P 6,000. (4:38)Show NotesFAA said to mull limits on new routes for United after safety incidentsEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FedEx (FDX) rallies after Express unit delivers strong quarter. (00:27) Winnebago (WGO) sees better times ahead for RV industry. (01:41) Trump stands to gain $3B if DWAC shareholders clear deal to take Truth Social public. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: FDX, NKE, and more32 “Breakthroughs” stocks by BofA - Part 132 “Breakthroughs” stocks by BofA - Part 2Reddit rockets as investors receive latest AI IPOSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DoorDash and Wing to test delivery of Wendy's by drone in Virginia. (0:16) Air Force conducts last test on hypersonic missile. (3:45) AI startup Cohere looks for a $5 billion valuation. (4:22)Show NotesThe top stocks with selling pressure across the Russell universeThe top stocks with buying support across the Russell universeMedicare coverage for obesity drugs could strain federal budget: CBOEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DOJ set to sue Apple for antitrust violations related to iPhone. (0:14) Reddit to debut after pricing IPO at top of range. (0:48) Apollo offers $11 billion for Paramount's film and TV business. (1:52)Show NotesMicron soars as Q2 results, guidance blow past expectationsAstera Labs soars as investors receive latest chip IPOEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The FOMC kept its dot-plot steady despite higher growth and inflation forecasts. (0:15) The S&P 500 closes above 5,200 as yields fell. (0:27) Money manager risk appetite at 2-year high. (4:55)Show NotesJPMorgan Chase increases dividend by ~10% to $1.15Topgolf Callaway spikes after unconfirmed report of potential saleEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chipotle Mexican Grill (CMG) announces 50-for-1 stock split. (00:26) Saudi Arabia plans to pour $40B into AI technology: report. (01:19) Nordstrom (JWN) jumps on report of new takeover offer from founding family. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: INTC, CMG, PDD and moreJetBlue cuts flights to focus on 'bread and butter' routes - reportU.S. beverage sales cooled off but energy drinks, tequila and prepared cocktails are still hotReddit to 'evaluate' Nokia claim of patent infringement ahead of IPOSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Major Disney shareholder George Lucas backs Bob Iger in proxy battle. (0:16) Nvidia sees sell-the-news reaction to GTC. (2:30) EV maker Fisher halts production as it fights to survive. (3:11)Show NotesHow the Magnificent 7 valuations stack up against bubbles of yoreHousing starts and building permits bounce back more than expected in FebruaryEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Unilever (UL) to separate ice-cream business, slash 7,500 jobs globally. (00:30) Exxon (XOM) CEO says giant Texas hydrogen project at risk without IRA tax credits. (01:38) Third time's the charm? Volkswagen (VWAGY) Tennessee auto workers vote to unionize. (02:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: FUSN, NCMI, crypto stocks and moreNvidia GTC 2024: Tech giant shows off new GB200 GPU, accelerated computing, moreAstraZeneca will buy Fusion Pharmaceuticals for ~$2BDril-Quip, Innovex to merge in all-stock dealSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Spike in bets on the women's games raises tournament handle expectations. (0:16) Apple talking to Google about using Gemini AI in iPhone. (3:45) Target limits self-checkout items to curb theft. (4:26)Show NotesCiti screens for 25 stocks with growth capex opportunityIntel-backed Astera Labs boosts size of planned IPOEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Uber (UBER) to pay $178M to settle lawsuit by Australia taxi drivers. (00:27) SpaceX (SPACE) said to be building spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GOOG, FOUR and moreEarnings week ahead: FedEx, Nike, XPeng, Tencent, General Mills and moreHow the Magnificent 7 valuations stack up against bubbles of yoreCiti screens for 25 stocks with growth capex opportunitySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24)Show NotesFinancials ranked first again in BofA’s small-cap quantitative sector rankings, Utilities last.Meta under federal probe over role in illegal drug sales: WSJEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Adobe (ADBE) tumbles as Q2 forecast falls short of expectations; unveils $25B buyback. (00:27) WW International (WW) expects to beat previously given Q1 subscriber guidance. (01:29) Apple (AAPL) acquires Canadian startup DarwinAI as AI arms race accelerates: report. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ADBE, GERN, and moreNew York says first U.S. utility-scale offshore wind farm starts operationsSamsung expected to be awarded over $6B for expanded US investmentNippon Steel defends deal for US Steel after Biden criticismSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.