Wall Street Breakfast

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.

Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Li Auto, Intuitive Machines, and moreEarnings week ahead: Salesforce, Plug Power, Zoom, Snowflake, AMC Entertainment and moreECB has one message for crypto investors: Bitcoin is badWarren Buffett talks Charlie Munger, earnings, markets, risk in annual letterSign 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.

Why cash flow and profitability are foremost on Austin Hankwitz's mind (0:20). Russell 2000 is weirdly undervalued - what it means for investors (3:10). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links: 'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction InvestingSign 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. scores first moon landing since Apollo era with Intuitive Machines' Odysseus (LUNR). (00:27) McDonald's (MCD) lays out expansion expectations for 2024. (01:31) Capital One (COF) deal for Discover (DFS) has $1.38B termination fee. (02:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Block, Booking Holdings, and moreObesity drugs to expand U.S. GDP by 1% in the coming years: Goldman SachsBerkshire Hathaway Q4 preview: Cash, stock holdings, insurance progressMercedes-Benz rallies after backing off 50% EV target, unveiling new buybacksSign 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.

AT&T sees major outages as cyberattack investigated. (0:17) Is Nvidia the Fed's biggest enemy? (2:28) Google pauses AI image generation over race concerns. (6:18)Show Notes14 buy-rated Stocks with big improvements in their ROE - JefferiesInitial jobless claims unexpectedly fall in past weekB. Riley soars after board says company acted properly in regard to FRG buyoutEpisode 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.

Nvidia (NVDA) earnings call: Generative AI demand knows no bounds, shares surge. (00:25) Reddit said to reach first AI content licensing contract with Google (GOOG) (GOOGL). (01:52) Weight Watchers (WW) weighed down by fallout from 'GLP-1 House' - report. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NVIDIA, Lucid Group, and moreRivian Automotive slides after posting another loss, announcing cuts to salaried staff10 worst performing Nasdaq 100 stocks of 2024 so far, including Tesla and IntelCVS Health invests $35M in affordable housing in Hawai'iSign 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.

Reddit is sharing the love with users, selling stock to them at the IPO price. (0:15) Sticky inflation could be good for stocks. (1:10) Bezos sells more Amazon shares. (3:00)Show NotesPTON, PLUG, and CAR are some of the high beta losers to Sell according to OppenheimerRealty Income Q4 beats, FFO misses, and 2024 guidance comes in slightly softEpisode 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.

Nvidia (NVDA) Q4 Earnings Preview. (00:22) FuboTV (FUBO) files antitrust action against streaming venture partners Disney, WBD, Fox. (01:46) Amazon (AMZN) and Uber to be added to Dow Jones Indices. (02:40) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Palo Alto Networks, Teladoc Health, and moreUber Eats is bringing robot deliveries to JapanSamsung sells entire stake in ASML to advance in new areas - reportPalo Alto Networks plummets as it cuts full-year billings, revenue 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.

As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss drugs could cut grocery bills by 9%. (1;33) Citi says summer will bring clear recession signals. (5:05)Show NotesGoldman jumps on the Magnificent 7 earnings bandwagonHome Depot falls after U.S. comparable sales growth disappointsEpisode 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.

Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to slash dividend by 95% to reduce its debt. (01:39) Palo Alto Networks (PANW) Q2 earnings preview: Focus on billings. (02:19) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Discover Financial Services, Barclays, and moreEarnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and moreEating at home could get cheaper this summerXPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands beginsSign 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.