Wall Street Breakfast

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)    

Show Notes
The AI doomsday is already here  

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OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: AVGO, VEEV, and more
Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports
Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report
KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis
Morgan Stanley to cut about 3% of workforce across key divisions

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Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)

Show Notes
Tesla whale backs Nvidia

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CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: MRNA, GTLB, and more
Superintelligence push: Meta said to create applied AI engineering organization
Firearm demand continues its five-year downtrend in the U.S.
OpenAI eyeing contract with NATO, defends Pentagon deal: report

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Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     

Show Notes
The Jefferies AI Beneficiary Basket

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.