Wall Street Breakfast

Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)      

Show Notes
Why it looks too soon to short stocks

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Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Psychedelic stocks and more
Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades
Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy
Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ

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Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18)  

Show Notes
Earnings Calendar
Dividend Roundup

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Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)

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U.S. stocks rise to new highs as the Strait of Hormuz is declared open
Blue Owl Capital: Don't Believe The (Negative) Hype

Episode transcripts: seekingalpha.com/wsb

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Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)    

Show Notes
Western states look to desalination amid Colorado River crisis
A ‘reverse perfect storm’ coming this earnings season  

Episode transcripts: seekingalpha.com/wsb
 
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