Wall Street Breakfast

February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)

Show Notes
The most ‘disconnected’ tech trade    

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Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ORCL, AVAV, and more
Microsoft backs Anthropic in legal fight over Pentagon blacklisting
Starboard Value takes $350M activist stake in CarMax: report
OpenAI reportedly plans to launch Sora video AI in ChatGPT

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AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)

Show Notes
Polymarket taps Palantir to help referee sports betting

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TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: HPE, RAIL, and more
Iran says oil blockade will persist until attacks end
JPMorgan sees 10% S&P 500 pullback on heightened war concerns
Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?

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Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)

Show Notes
Where are airlines hedged on jet fuel?
Oil will delay global rate cut plans
It’s Barbie’s birthday

 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.