Wall Street Breakfast

Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ORCL, RBRK, and moreGameStop earnings preview: Do investors want more than retro stores and cash hoarding?U.S. natural gas slumps as Gulf of Mexico storm seen slamming demandApple loses EU court battle over €13 billion Irish tax caseHarris-Trump debate: Plans for the economy in focusSign 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.