Wall Street Breakfast

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: Defense stocks, and moreNvidia seeks full upfront payment for H200 AI chips in China - reportSamsung projects threefold increase in profit on AI boomElon Musk's lawsuit against OpenAI will head to trial, U.S. judge saysSign 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.