Wall Street Breakfast

Q1 inflation was also revised lower, cheering rate doves. (0:16) Analysts defend Salesforce after first revenue miss since 2006. (2:02) Is the 60/40 portfolio back? (4:17) Show NotesActivist investor Nelson Peltz sells out of entire Disney stakeC3.ai soars as analysts praise AI-enhanced Q4 results, forecastEpisode 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.