Wall Street Breakfast

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.

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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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Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: NVO, VNDA, and more
OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
Nvidia re-enters PC market with AI-powered laptop chips

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Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)

Episode transcripts: seekingalpha.com/wsb

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The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market

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Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates

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SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS

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