Wall Street Breakfast

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: SNPS, SMCI, and moreSA Asks: What can Congress do to protect Social Security benefits?SA Asks: What happens if the Social Security fund runs dry?Palantir's AI system Maven to be used as core US military system: reportSign 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.

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)Show NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. Sign 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.

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: FDX, SMCI, TGNA and moreInvestment News QuizThe Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of researchDisney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: reportBezos raising $100B to buy industrial firms and upgrade them with AI: reportSign 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.

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)Show NotesStocks most neglected by hedge fundsEpisode transcripts seekingalpha.com/wsb. Sign 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.

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41) Trump: Israel hit Iran gas field, no US/Qatar role; warns against Qatar attacks. (02:56) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MU, FIVE, and moreU.S. urges firms to strengthen Microsoft tool security after Stryker cyberattackSEC approves Nasdaq plan for tokenized stock trading and settlementPop Mart moves Labubu to big screen with Sony Pictures team-upSign 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.

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)    Show NotesOil is the new Fed chairStocks tumble as yields climb  Episode transcripts seekingalpha.com/wsb. Sign 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.

What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DOCU, LULU, and moreMicrosoft may challenge Amazon-OpenAI $50B deal - reportNvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respondSEC issues its interpretation of how securities laws apply to crypto assetsSign 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 partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)   Show NotesIs the S&P good for diversification anymore?Amazon unveils 1-hour delivery  Episode transcripts seekingalpha.com/wsb. Sign 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.

Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BYND, LNSR, and moreOpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reportsNvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTCBig tech carbon credit buys soar as AI race heats up, led by MicrosoftSign 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.

Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)Show NotesThe 20 stocks hedge funds love to shortEpisode transcripts seekingalpha.com/wsb. Sign 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.

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: META, MU, gold stocks, and moreGoldman Sachs sees S&P 500 rising to 7,600 on earnings growthPeter Thiel is said to host private Rome conference on AntichristAlibaba plans to launch enterprise-focused AI agent as soon as this week - reportSign 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.

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)  Show NotesEarnings CalendarDividend RoundupEpisode transcripts seekingalpha.com/wsb. Sign 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.

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)Show Notes: CPI read: Airfares jumped 7% in February even before the spike in oil pricesOracle targets rapid AI infrastructure expansion 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.

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: ADBE, ULTA, and moreNews Quiz: Friday, Mar. 13Apple cuts App Store commission fees in China to 25%More tariffs? U.S. launches new trade probes into 60 economies over forced laborRetail jolt: Amazon plans to move Prime Day into June for the first timeSign 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.

IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)Show NotesThe 20 stocks hedge funds love the mostTime to stop treating AI as a chatbot  Episode transcripts seekingalpha.com/wsb. Sign 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.

Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: PATH, BMBL, and moreU.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffsIntel shareholder sues over 10% stake deal with U.S. government - reportThe 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran warSign 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.

February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)Show NotesThe most ‘disconnected’ tech trade    Episode transcripts seekingalpha.com/wsb. Sign 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.

Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ORCL, AVAV, and moreMicrosoft backs Anthropic in legal fight over Pentagon blacklistingStarboard Value takes $350M activist stake in CarMax: reportOpenAI reportedly plans to launch Sora video AI in ChatGPTSign 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.

AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)Show NotesPolymarket taps Palantir to help referee sports bettingEpisode transcripts seekingalpha.com/wsb. Sign 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.

TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HPE, RAIL, and moreIran says oil blockade will persist until attacks endJPMorgan sees 10% S&P 500 pullback on heightened war concernsTrump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?Sign 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.