Wall Street Breakfast

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)Show Notes: CPI read: Airfares jumped 7% in February even before the spike in oil pricesOracle targets rapid AI infrastructure expansion 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.

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: ADBE, ULTA, and moreNews Quiz: Friday, Mar. 13Apple cuts App Store commission fees in China to 25%More tariffs? U.S. launches new trade probes into 60 economies over forced laborRetail jolt: Amazon plans to move Prime Day into June for the first timeSign 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.

IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)Show NotesThe 20 stocks hedge funds love the mostTime to stop treating AI as a chatbot  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.

Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: PATH, BMBL, and moreU.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffsIntel shareholder sues over 10% stake deal with U.S. government - reportThe 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran warSign 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.

February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)Show NotesThe most ‘disconnected’ tech trade    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.

Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ORCL, AVAV, and moreMicrosoft backs Anthropic in legal fight over Pentagon blacklistingStarboard Value takes $350M activist stake in CarMax: reportOpenAI reportedly plans to launch Sora video AI in ChatGPTSign 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.

AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)Show NotesPolymarket taps Palantir to help referee sports bettingEpisode 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.

TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: HPE, RAIL, and moreIran says oil blockade will persist until attacks endJPMorgan sees 10% S&P 500 pullback on heightened war concernsTrump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?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.

Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)Show NotesWhere are airlines hedged on jet fuel?Oil will delay global rate cut plansIt’s Barbie’s birthday 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.

G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Airline stocks and moreS. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shockSaudis offer oil on spot market as war disrupts contracted flows, Bloomberg reportsThe effect of rising crude prices on global GDPIs Putin the big winner in the Iran conflict?Top 10 energy stocks showing highest dividend yield as oil crosses $100 markSign 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.

Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)  Show NotesEarnings CalendarDividend RoundupEpisode 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.

U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)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.

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)    Show NotesThe AI doomsday is already here  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.

OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: AVGO, VEEV, and moreAnthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reportsNvidia shifts production focus to Vera Rubin amid China-bound H200 setback - reportKOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisisMorgan Stanley to cut about 3% of workforce across key divisionsSign 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.

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)Show NotesTesla whale backs NvidiaEpisode 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.

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: MRNA, GTLB, and moreSuperintelligence push: Meta said to create applied AI engineering organizationFirearm demand continues its five-year downtrend in the U.S.OpenAI eyeing contract with NATO, defends Pentagon deal: reportSign 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.

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     Show NotesThe Jefferies AI Beneficiary BasketEpisode 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.

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLUG, MDB, and moreParamount’s debt cut to junk status after Warner Bros. dealTrump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikesMongoDB crashes amid mixed guidance, executive shakeupSign 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.

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe Jefferies AI Risk BasketEpisode 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.

Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip marketsAirline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flightsKhamenei betting frenzy triggers backlash, scrutiny of prediction marketsQuant check: Defense stocks volatile on rising U.S.-Iran tensionsSign 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.