Wall Street Breakfast

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)    

Show Notes
Oil is the new Fed chair
Stocks tumble as yields climb  

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What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DOCU, LULU, and more
Microsoft may challenge Amazon-OpenAI $50B deal - report
Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond
SEC issues its interpretation of how securities laws apply to crypto assets

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Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)   

Show Notes
Is the S&P good for diversification anymore?
Amazon unveils 1-hour delivery  

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Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: BYND, LNSR, and more
OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports
Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC
Big tech carbon credit buys soar as AI race heats up, led by Microsoft

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Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)

Show Notes
The 20 stocks hedge funds love to short

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.