Wall Street Breakfast

Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)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 NotesInstacart aims for $7.8B valuation in IPOCopper bounces from three-week low as Chinese currency gains vs. dollarQualcomm pops as Apple extends chip supply agreement until 2026Barclays warns that a global slowdown is on the horizon