Dan Curtis

You have a situation where Iran is essentially saying, hey, yes, the strait is open.

And obviously the market indications are that that's being greeted with a lot of relief.

But it's going to take days and potentially even weeks to really start seeing whether traffic is going to resume in the kind of numbers we saw before the war.

On top of the guidance miss, we also found out that co-founder and chairman Reed Hastings separately said he's stepping down.

He's not going to stand for reelection in June, so a shakeup in management as well.

Tesla's developing a new compact SUV, and they were citing people familiar with

They were said to have contacted suppliers in recent weeks to discuss details.

Sources said that the SUV would be produced in China, and this follows earlier this year where Tesla discontinued production of both the Model S and Model X, although those commanded high price tags.

It's the number I've probably heard the most all day, $185 billion in CapEx.

That's how much Alphabet is planning to spend this year.

Absolutely monstrous number, topping peers, 50% higher than estimates, just really taking, blowing the street away.

This is to fund additional capacity for cloud customers, including all the big names, AMD, Meta, NVIDIA, OpenAI.

The shares had fallen around 50 percent, and the company has been negative free cash flow, and it's also expected to remain negative until 2030.

AT&T reported 421,000 new wireless subscribers in the fourth quarter.

That was fewer than estimates.

But despite that, sales and earnings for the quarter both came in above Wall Street estimates.

This comes after yesterday where all the insurers got clobbered in post-market after the U.S.

proposed holding payment rates for private Medicare basically flat.

This is a crucial rate that analysts were expecting to see rise up to 6% for this year.

So basically that means that for certain –