Wall Street Breakfast

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: OLPX, SMCI, and more
Trump team reportedly exploring implications of oil reaching $200 per barrel
Iran said to draft bill to impose fees for transit through Strait of Hormuz
Super Micro faces lawsuit alleging securities fraud tied to China sales

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The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59)    

Show Notes
Meta ties exec rewards to $9T valuation   

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Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ARM, KBH, and more
Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says
OpenAI plans to discontinue its video generation app Sora
Foreign phone shipments in China slump 7.7% in February: report

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Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)      

Show Notes
Citi’s negative ROE trend stocks

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.

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: CLB, OTLK, and more
OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report
Crude climbs on supply worries after Iran rejects U.S. negotiation claims

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