Wall Street Breakfast

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)

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There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)

Episode transcripts: seekingalpha.com/wsb

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Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: NFLX, XYZ, DELL, and more
Citigroup to launch Bitcoin integration into core banking later this year
Meta inks yet another AI chip deal, this time with Google - report
ASML says next-gen chipmaking tool ready for high-volume production: report

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Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

Show Notes
Jane Street now top holder of silver ETF

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.

C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CRM, TTD, NTNX, and more
Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
Trump administration to hold back $259M in Medicaid payments to Minnesota
Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

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Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
Tom Lee spies bottom in software stocks (3:20)

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HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
Lowe's issues cautious FY26 outlook on housing market headwinds

Episode transcripts: seekingalpha.com/wsb

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