Wall Street Breakfast

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: HOOD, NET, and more
OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report
Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report
Musk’s xAI loses second co-founder in two days as Jimmy Ba departs

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Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)

Show Notes
Goldman Sachs Panic Index near ‘max fear’

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BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: ON, CRDO, and more
Cisco introduces AI networking chip
Amazon said to pitch AI content marketplace to publishers
OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers

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Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)    

Show Notes
Wedbush adds two names to Ives AI 30 list    
Super Bowl Indicator Leans Bullish

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Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
The Super Bowl indicator returns as Wall Street’s superstition
China urges banks to curb U.S. Treasury exposure - report
Elon Musk: SpaceX prioritizes building city on moon over Mars
As the dollar goes, so go Trump's approval ratings - BofA

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