Wall Street Breakfast

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.