Wall Street Breakfast

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

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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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UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: FSLR, WDAY, and more
Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
Anthropic softens AI safety policy to stay competitive
Trump administration explores requiring banks to collect citizenship data - report

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FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: HIMS, VIR, and more
White House working on 15% tariff, timeline remains unclear: report
Bayer sues Johnson & Johnson over prostate cancer drug claims
IonQ in focus as quantum computing firm selected for Golden Dome contract

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