Wall Street Breakfast

• Nuclear reactors are Google's next stop

  Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)Show NotesIs this the market bottom?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.

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  5:32
• Oracle dips despite backlog growth

  Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: DAL, TSLA, and moreSA analysts mixed on when stocks will rebound following sell-offAlphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocationSolar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty loomsSign 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.

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  6:18
• Markets on full recession alert

  Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)Show NotesHas the government forgotten what a real recession is? 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.

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  6:00
• ServiceNow eyes biggest deal

  ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto stocks, CKPT, and moreTaiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basisIndia's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355MXPeng eyes mass production of flying cars, humanoid robots by 2026Sign 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.

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  5:32
• Last CPI before tariffs impact

  A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)Show NotesPiper Sandler's actionable picks amid selloffEarnings CalendarDividend RoundupEpisode 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.

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