Wall Street Breakfast

The road to 2% inflation continues to to be rocky. (0:15) JPMorgan's Jamie Dimon says a recession is still possible. (2:32) The Magnificent 7 stocks are cheaper than in recent years. (5:38)Show NotesSouthwest Airlines shares dip on 2024 capacity reduction plan, citing Boeing issuesOracle surges to new 52-week high as Wall Street sees another AI beneficiaryEpisode 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.

Xiaomi (XIACF) revs higher as first EV to launch in two weeks. (00:28) Disney (DIS) slams 'destructive' Peltz in new proxy-fight salvo. (01:29) Tyson Foods (TSN) to lay off 1,200 employees as it shuts its Perry pork packing plant. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ORCL, ACAD, and moreHawaiian Electric loses bid to move Maui wildfire cases to federal courtOracle hints at partnership with tech titan NvidiaAlumina agrees to $2.2B all-stock buyout offer from AlcoaSign 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.

A Latam Airlines Boeing 787 to Auckland experienced a 'technical event.' (0:15) Bitcoin rallies past $71,000. (1:20) EQT to buy Equitrans in $35 billion natgas deal. (3:40) Show NotesGoldman's top 25 stock picking opportunitiesElon Musk says xAI will open source Grok chatbot 'this week'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.

DraftKings (DKNG) looks to ride hot streak with North Carolina launch just ahead of March Madness. (00:25) GE Healthcare (GEHC) study shows AI may predict immunotherapy effectiveness. (01:30) Delta (DAL) CEO sees delay for Boeing (BA) 737 MAX 10 deliveries until 2027 - Bloomberg. (02:35) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto-linked stocks, MESO and moreGoldman's top 25 stock picking opportunitiesU.S. reportedly mulls blacklisting CXMTChina property crisis: Minister says 'seriously insolvent' firms must go bankruptSign 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.

The core CPI is forecast to dip to 3.7%, with headline CPI steady at 3.1%. (0:20) DoJ reportedly investigating Alaska Airlines door blowout. (2:54) BofA sees gold rising, but at a slower rate. (4:46)Show NotesOne bitcoin could be worth $115K after halving, study figuresEpisode 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.

David Trainer says the Fed and liquidity remain a salient driver of markets (0:23). Big opportunity now in energy and industrials (3:40). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links: It's All About LiquidityOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Citi says no U.S. soft landing, recession signs by summerRate cuts can start this year if disinflation continues: Powell in Senate hearingSign 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.

Biden uses State of the Union to tout economic record. (00:23) Reddit (RDDT) plans to price IPO March 20. (01:55) SEC charges Skechers (SKX) for undisclosed payments to executives' family members. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: DOCU, COST, MRVL, and more Painting the world pink: Mattel goes all out on BarbieFive reasons why Bitcoin reached a record high and why it will continue to rise - DBRivian Automotive soars after unveiling new models, adding capacity at Illinois plantSign 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.

The chipmaker is gaining $22B in value every trading day, on aveage. (0:15) Oral weight-loss drug sees positive trial results. (2:45) JPMorgan Chase tried to buy Discover. (3:27) Show NotesBofA's stocks to watchEpisode 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.

New York Community Bancorp (NYCB) gets $1B investment from Mnuchin-led investor group. (00:26) Tesla (TSLA) may lose more production out of Germany than anticipated following arson attack. (01:57) Fortnite maker Epic Games says Apple (AAPL) has banned its developer account. (02:37)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: VSCO, BIG, and moreStarbucks' Middle East franchisee cutting headcount by 2KVictoria's Secret shares plummet on expectations for challenging Q1State of the Union: Economy, inflation and election in focusSign 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.

An employee says the Copilot Designer image generator is creating violent and sexual images. (0:15) Fed Chairman Powell sticks to script at the House. (1:21) Palantir gets US Army contract. (4:34)Show NotesOppenheimer’s Buy vs. Sell ideas paired by each sectorCanoo falls on 1-for-23 reverse stock splitEpisode 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.

U.S. bill demands TikTok (BDNCE) divest from China's ByteDance or face ban. (00:26) Nordstrom (JWN) shares sink as soft guidance overshadows upbeat Q4 results. (02:06) Jury orders Berkshire's PacifiCorp (BRK.B) to pay at least $29M to Oregon wildfire victims. (02:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CRWD, JWN, BOXDodge launches all-electric Charger muscle car lineupDisney trims losses as CEO Iger touts streaming profits this year, cash flowTarget rips 12% gain as investors eye higher margins, clean inventory and comp sales guidanceSign 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.

Employees evacuated, production halted at the factory in Germany. (0:16) 2025 could be historic for gasoline demand. (1:01) Target rallies on improved holiday profit. (3:00)Show NotesWells Fargo screens for momentum names to play and contrarian plays to avoidApple's iPhone sales in China tumble 24% amid rising popularity of HuaweiEpisode 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.

Philip Morris' (PM) Zyn pouches hit with lawsuit. (00:25) Elon Musk dethroned as world's richest person after Tesla (TSLA) slump. (01:34) RealReal (REAL) is up more than 80% since earnings last week as liquidity fears fade. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: GTLB, SFIX, AVAVOppenheimer’s Buy vs. Sell ideas paired by each sectorWalt Disney gains as Trian issues white paper to 'restore the magic'Baxter in discussions to sell kidney care unitSign 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.

The EU fines Apple $1.95B over App Store's rules for music streamers. (0:16) Goldman rates Super Micro Neutral but the stock has already surged through its target. (4:02) Smaller Whole Foods Market Daily Shop stores to debut. (4:35)Show NotesStocks with the most insider buying and sellingJetBlue gains, Spirit Airlines sinks after terminating merger agreementEpisode 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.

Bitcoin surges past $65,000 (0:30), Google could face antitrust claims (1:25), and Japan's Nikkei tops 40,000 (2:14).Show NotesGoogle could face some advertisers' antitrust claims, says US judge - reportEarnings week ahead: NIO, Costco, Target, JD.com, CrowdStrike, DocuSign and moreToyota to invest $2.22 billion in BrazilEpisode 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.

Economists expect payrolls rose by 190,000 in February after the big January bump. (0:18) Opec+ extends supply cuts to midyear. (2:27) Fisker reportedly in talks with Nissan for cash injection. (2:54)Show NotesSeeking Alpha Catalyst WatchEarnings CalendarEpisode 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.

Fisker (FSR) shares in freefall after-hours on doubts it can continue as going concern. (00:24) Lordstown Motors (RIDEQ) charged by SEC with misleading investors. (01:38) Cyber threat: Biden orders investigation into security risks from Chinese cars. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: New York Community Bancorp, Dell Technologies, and moreElon Musk's Neuralink cited by FDA for research quality control issues - reportDell soars as strong AI server demand aids Q4, outlook; unveils 20% dividend hikeFigure AI confirms $675M in funding from Bezos, Nvidia, others; unveils OpenAI dealSign 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.

Apple (AAPL) shareholders reject union proposal for AI transparency report. (00:26) UnitedHealth (UNH) hackers claim to have stolen millions of records: report. (01:54) Coinbase (COIN) stock briefly dips into red as some users see zero in their accounts. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Okta, Snowflake, and moreAnheuser-Busch reaches tentative deal with union; Molson Coors strike continuesWendy's reverses on surge pricing after frosty reaction from customersChina's Xpeng and Volkswagen extend partnership to develop two B-class battery EVsSign 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.

Anheuser-Busch InBev (BUD) faces down first big union battle of 2024. (00:25) UnitedHealth (UNH) falls amid report DOJ has launched antitrust review. (01:10) Apple (AAPL) cancels work on electric vehicle; to shift employees to generative AI: report. (01:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto-linked stocks, Beyond Meat, eBay, and moreTop 10 most overbought large-cap stocks on Wall StreetMicrosoft faces another EU probe for alleged antitrust practices: reportOpenAI asks judge to dismiss parts of New York Times lawsuit over alleged 'hack' (update)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.

Alibaba (BABA) leads record $1B funding round for China's Moonshot AI. (00:24) Broadcom (AVGO) halts $1B sale of Carbon Black business - report. (01:43) Wendy's (WEN) may test dynamic pricing in a first for the fast-food industry. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Zoom Video Communications, Unity Software, and morePalo Alto Networks surges as Nancy Pelosi discloses purchaseDollar Tree to pay over $41M to resolve investigation into product contaminationBoeing’s push to improve quality is inadequate, FAA panel 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.