Wall Street Breakfast

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

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G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Airline stocks and more
S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock
Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports
The effect of rising crude prices on global GDP
Is Putin the big winner in the Iran conflict?
Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark

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Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)  

Show Notes
Earnings Calendar
Dividend Roundup

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U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)

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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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