Wall Street Breakfast

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)

Episode transcripts: seekingalpha.com/wsb

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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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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.

Show links: 
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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