Wall Street Breakfast

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLUG, MDB, and more
Paramount’s debt cut to junk status after Warner Bros. deal
Trump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikes
MongoDB crashes amid mixed guidance, executive shakeup

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Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)

Show Notes
The Jefferies AI Risk Basket

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Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets
Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights
Khamenei betting frenzy triggers backlash, scrutiny of prediction markets
Quant check: Defense stocks volatile on rising U.S.-Iran tensions

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What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)

Show Notes
OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup

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.

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)

Show links: 
There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)

Episode transcripts: seekingalpha.com/wsb

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