Wall Street Breakfast

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: CLB, OTLK, and moreOpenAI flags Microsoft dependence as key business risk ahead of expected IPO - reportBroadcom exec says Taiwan Semiconductor is reaching capacity limits - reportCrude climbs on supply worries after Iran rejects U.S. negotiation claimsSign 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.