Wall Street Breakfast

Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets
Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights
Khamenei betting frenzy triggers backlash, scrutiny of prediction markets
Quant check: Defense stocks volatile on rising U.S.-Iran tensions

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What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)

Show Notes
OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup

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Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)

Show links: 
There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)

Episode transcripts: seekingalpha.com/wsb

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Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, XYZ, DELL, and more
Citigroup to launch Bitcoin integration into core banking later this year
Meta inks yet another AI chip deal, this time with Google - report
ASML says next-gen chipmaking tool ready for high-volume production: report

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Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

Show Notes
Jane Street now top holder of silver ETF

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.