Wall Street Breakfast

Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)Show NotesWhere are airlines hedged on jet fuel?Oil will delay global rate cut plansIt’s Barbie’s birthday 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.

G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Airline stocks and moreS. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shockSaudis offer oil on spot market as war disrupts contracted flows, Bloomberg reportsThe effect of rising crude prices on global GDPIs Putin the big winner in the Iran conflict?Top 10 energy stocks showing highest dividend yield as oil crosses $100 markSign 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 rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)  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.

U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)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.

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)    Show NotesThe AI doomsday is already here  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.

OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: AVGO, VEEV, and moreAnthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reportsNvidia shifts production focus to Vera Rubin amid China-bound H200 setback - reportKOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisisMorgan Stanley to cut about 3% of workforce across key divisionsSign 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.

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)Show NotesTesla whale backs NvidiaEpisode 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.

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: MRNA, GTLB, and moreSuperintelligence push: Meta said to create applied AI engineering organizationFirearm demand continues its five-year downtrend in the U.S.OpenAI eyeing contract with NATO, defends Pentagon deal: 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.

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     Show NotesThe Jefferies AI Beneficiary BasketEpisode 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 tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLUG, MDB, and moreParamount’s debt cut to junk status after Warner Bros. dealTrump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikesMongoDB crashes amid mixed guidance, executive shakeupSign 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.

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe Jefferies AI Risk BasketEpisode 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 jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip marketsAirline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flightsKhamenei betting frenzy triggers backlash, scrutiny of prediction marketsQuant check: Defense stocks volatile on rising U.S.-Iran tensionsSign 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’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)Show NotesOpenAI says Anthropic not supply chain riskEarnings 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.

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)Show links: There Is No Streaming WarThis Is A Stock Picker's MarketWhy Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)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.

Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: NFLX, XYZ, DELL, and moreCitigroup to launch Bitcoin integration into core banking later this yearMeta inks yet another AI chip deal, this time with Google - reportASML says next-gen chipmaking tool ready for high-volume production: 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.

Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)Show NotesJane Street now top holder of silver ETFEpisode 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.

C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CRM, TTD, NTNX, and moreSocial media addiction trial: Plaintiff set to take the stand after therapist's testimonyTrump administration to hold back $259M in Medicaid payments to MinnesotaWarner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it losesSalesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30Sign 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.

Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)Tom Lee spies bottom in software stocks (3:20)Show links: HP's EPS outlook challenged by memory headwinds, say analysts; stock fallsLowe's issues cautious FY26 outlook on housing market headwindsEpisode 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.

UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: FSLR, WDAY, and moreWarner Bros. Discovery says raised Paramount Skydance bid may be 'superior'Anthropic softens AI safety policy to stay competitiveTrump administration explores requiring banks to collect citizenship data - 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.

FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HIMS, VIR, and moreWhite House working on 15% tariff, timeline remains unclear: reportBayer sues Johnson & Johnson over prostate cancer drug claimsIonQ in focus as quantum computing firm selected for Golden Dome contractSign 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.