Wall Street Breakfast

The Fed tells some lenders to strengthen liquidity positions. (0:15) The FOMC's favorite inflation gauge ticks up year-on-year. (1:46) U.S. expands AI chip shipment curbs. (4:14)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.Show NotesCharts favor three heavily-shorted REITs - BTIGDiscounter pain: Dollar General peels off 14% after guidance cut; Dollar Tree and Five Below also fallPalantir dips after Morgan Stanley cuts rating