Wall Street Breakfast

Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate cut in May. (2:00) YouTube to require disclosure on AI video. (3:54) 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.Show NotesTop 10 most and least shorted stocks by hedge fundsHome Depot tops estimates even as customers opt for smaller projectsCanadian Solar sinks after Q3 miss; Q4 sales guidance far below consensus