Wall Street Breakfast

Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level. (2:34)     

Show Notes
Super Micro Computer rallies

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SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800. (02:22)  

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Wednesday: NFLX, SPCX, and more

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United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19)     

Show Notes
Oppenheimer’s top 50 Buy list

Episode transcripts seekingalpha.com/wsb.

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3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04) 

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: MMM, RAIL, and more

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Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29)     

Show Notes
Defensive stocks with Quality attributes

Episode transcripts seekingalpha.com/wsb.

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