Wall Street Breakfast

Nvidia acquiring Israeli AI startups, META plans more AI spending, Rubric's IPO success with Microsoft backing. Market trends, stock movements, economic indicators, potential takeovers, and industry event previews discussed.

Boeing reports narrowing losses with enhanced safety measures. AT&T stays on track with guidance. Iron ore futures surge to 7-week high. Market updates on durable goods orders and Hasbro's financial success. Analysis on iron ore trends, real estate challenges, and S&P 500 market sentiment.

Google delays phaseout of third-party cookies again, Tesla's rally, FTC bans non-compete clauses. Economic updates, market performances, and corporate news highlights discussed in the podcast.

State Senator's bill aiming to ban Clear Secure from security areas in California, GM beats earnings forecasts, Apple sets special event for May 7. Market analysis by J.P. Morgan's Kolanovic warns stock correction not over yet

Discussion on UnitedHealth's data breach, China's purchase of Nvidia chips, and NYSE considering 24/7 stock trading. Covers FTC's lawsuit against Capri Holdings and California bill to ban Clear from airport security.

UBS downgrades major tech companies, risks in private credit market, and expectations for new weight-loss drugs. Goldman's capex stocks, Tesla's low earnings, and Verizon's positive Q1 results discussed.

Tesla cuts prices globally and slashes Full Self-Driving costs by a third. Failed talks between Salesforce and Informatica. MEVCO and Rivian partnership for EVs in mining. Earnings week ahead for Tesla, Meta Platforms, Google, and more. Citadel criticizes Trump Media CEO. Decline in sneakerhead interest. Market trends and insights discussed.

Tesla, Meta, Microsoft, and Alphabet lead a busy earnings week, with a first look at Q1 GDP. House passes $95 billion aid package. Is the AI trade losing favor? Explore surge in hedge fund investments and economic policy analysis.

Oil prices fluctuate after Mideast tensions. Netflix beats forecasts but stock dips. Apple ordered to remove Meta apps in China. Market reactions to geopolitical events and business updates discussed.

Nike closing in on new deal with Iowa star for signature shoe, Philly Fed manufacturing hits a high, Deutsche Bank changes its Tesla Buy stance. Insights on Nike endorsement deal, market updates, Apple AI features, earnings catalysts in e-commerce sector.