Wall Street Breakfast

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 Notes Is 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. Show links: Biggest stock movers Tuesday: BYND, LNSR, and more OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC Big tech carbon credit buys soar as AI race heats up, led by Microsoft 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.

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 Notes The 20 stocks hedge funds love to short 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 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. Show links: Biggest stock movers Monday: META, MU, gold stocks, and more Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth Peter Thiel is said to host private Rome conference on Antichrist Alibaba plans to launch enterprise-focused AI agent as soon as this week - report 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.

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 Notes Earnings Calendar Dividend Roundup 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.

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 prices Oracle targets rapid AI infrastructure expansion 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.

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. Show links: Biggest stock movers Friday: ADBE, ULTA, and more News Quiz: Friday, Mar. 13 Apple cuts App Store commission fees in China to 25% More tariffs? U.S. launches new trade probes into 60 economies over forced labor Retail jolt: Amazon plans to move Prime Day into June for the first time 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.

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 Notes The 20 stocks hedge funds love the most Time 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. Show links: Biggest stock movers Thursday: PATH, BMBL, and more U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs Intel shareholder sues over 10% stake deal with U.S. government - report The 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran war 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.

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 Notes The 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. oil refinery in 50 years with backing from India's Reliance. Show links: Biggest stock movers Wednesday: ORCL, AVAV, and more Microsoft backs Anthropic in legal fight over Pentagon blacklisting Starboard Value takes $350M activist stake in CarMax: report OpenAI reportedly plans to launch Sora video AI in ChatGPT 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.

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 Notes Polymarket taps Palantir to help referee sports betting 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.

TSMC Jan-Feb r evenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. (01:14) FAA ends ground stop on JetBlue Airways (JBLU) flights. Show links: Biggest stock movers Tuesday: HPE, RAIL, and more Iran says oil blockade will persist until attacks end JPMorgan sees 10% S&P 500 pullback on heightened war concerns Trump 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.

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 Notes Where are airlines hedged on jet fuel? Oil will delay global rate cut plans It’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. Show links: Biggest stock movers Monday: Airline stocks and more S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports The effect of rising crude prices on global GDP Is Putin the big winner in the Iran conflict? Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark 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 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 Notes Earnings Calendar Dividend Roundup 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.

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/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 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 Notes The 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. Show links: Biggest stock movers Thursday: AVGO, VEEV, and more Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis Morgan Stanley to cut about 3% of workforce across key divisions 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.

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 Notes Tesla whale backs Nvidia 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.