Wall Street Breakfast

Former Treasury Secretary is looking to buy TikTok, sparking discussions on global responses. Inflation report causes rate increases, while Marlboro Man eases up on Budweiser. Retail sales rebound less than expected, Bio-Techne and Qiagen see increase in short interest levels.

Discussion on Lithium Americas potentially receiving a $2B government loan, Paramount selling its Indian TV business stake, and GE Healthcare facing challenges. Also covers General Electric's financial moves, market updates, and future trends in the stock market.

Spotify beta testing music video streaming to compete with YouTube, New York Times accused of hacking OpenAI, record $1.66 trillion dividend payments, Wells Fargo cuts Tesla valuation, high conviction stocks with AI opportunities

Automakers like Tesla, Ford, and GM received low ratings for their partial automation systems. Pentagon cancels $2.5B Intel grant. Boeing fallout affects airlines. Podcast also covers stock movers, U.S. federal budget deficit, BYD electric hatchback, CME Group filing, and more.

The podcast discusses the rocky road to 2% inflation, JPMorgan CEO warning of a possible recession, and the affordability of the Magnificent 7 stocks. It also covers Southwest Airlines reducing capacity due to Boeing issues, Oracle surging to a new high, and market insights on AI beneficiaries.

Xiaomi launching first EV in China sparks excitement. Disney's clash with Peltz heats up. Tyson Foods announces layoffs. Insights on stock movers like ORCL, ACAD. Details on Oracle-Nvidia partnership. Alumina acquired by Alcoa for $2.2B. Market update on NASDAQ, S&P 500, and Dow Jones. Oracle stock movement and economic event overview.

Boeing incident leads to injuries, Bitcoin surges to $71,000, EQT acquires Equitrans for $35 billion. Episode also covers Goldman's stock picks, Elon Musk's xAI, and financial news highlights like Standard General's stake in Bally's and Reddit's IPO plan.

DraftKings enters North Carolina ahead of March Madness, GE Healthcare uses AI for immunotherapy predictions, Delta CEO predicts Boeing 737 MAX 10 delays until 2027

Forecasted dip in core CPI to 3.7% while headline CPI remains at 3.1%. DoJ investigating Alaska Airlines door blowout. BofA predicts slower rise in gold prices. Study suggests bitcoin could reach $115K after halving.

Fed liquidity driving markets; Energy and industrials offer big opportunities; Citi predicts no U.S. soft landing; Rate cuts possible; Focus on oil and gas; Metallurgical coal and steel for clean energy; Fossil fuels vs. green energy production