Wall Street Breakfast

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)    

Show Notes
Artemis II moon mission    

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RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, BYND, and more
Trump to address nation Wednesday on Iran as U.S. signals exit
Gold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200
Constellation Energy tops S&P 500 losers after no news on power deals for data centers
Nike slides 9% after issuing soft guidance during its earnings call

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McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    

Show Notes
The biggest pain trades of Q1 

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Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: SPCE, MKC, and more
Unilever, McCormick near merger to create global food giant
Pentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’
Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructure

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Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: ORGN, RKLB, and more
BofA strategist sees weak stocks and bonds, strong dollar into Q2
Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earnings
Suspicious trades around Trump policy moves raise insider concerns

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