Wall Street Breakfast

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.

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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

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Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: META, MU, gold stocks, and more
Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth
Peter Thiel is said to host private Rome conference on Antichrist
Alibaba plans to launch enterprise-focused AI agent as soon as this week - report

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Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)  

Show Notes
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.

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)

Show Notes: 
CPI read: Airfares jumped 7% in February even before the spike in oil prices
Oracle targets rapid AI infrastructure expansion 

Episode transcripts: seekingalpha.com/wsb

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