Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Julie Morgan

๐Ÿ‘ค Speaker
2514 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Selloff to surge in defense

This was a turnaround after the sector plummeted on Wednesday.

Wall Street Breakfast
Selloff to surge in defense

after President Trump issued an executive order and a series of social media posts threatening to block dividends, halt stock buybacks, and cap executive pay for underperforming contractors.

Wall Street Breakfast
Selloff to surge in defense

For example, Lockheed Martin is up 7 percent pre-market after falling 4.8 percent on Wednesday.

Wall Street Breakfast
Selloff to surge in defense

General Dynamics is up nearly 5 percent after a 4.1 percent drop.

Wall Street Breakfast
Selloff to surge in defense

Ford is planning to introduce its first Level 3 eyes-off driver assistance system in 2028, allowing drivers to remove hands and eyes from the road on certain highways.

Wall Street Breakfast
Selloff to surge in defense

The debut vehicle could be a midsize electric truck priced around $30,000.

Wall Street Breakfast
Selloff to surge in defense

The eyes-off feature will cost extra via subscription or upfront fee.

Wall Street Breakfast
Selloff to surge in defense

Alphabet is now the world's second most valuable company and is worth more than Apple for the first time since 2019.

Wall Street Breakfast
Selloff to surge in defense

Shares of Alphabet rose more than 2% on Wednesday, lifting its market cap to $3.89 trillion.

Wall Street Breakfast
Selloff to surge in defense

Apple's market cap now stands at $3.86 trillion,

Wall Street Breakfast
Selloff to surge in defense

after a 0.8% drop in its share price on Wednesday.

Wall Street Breakfast
Selloff to surge in defense

Wall Street analysts have noted that Alphabet's Gemini is quickly closing the gap with OpenAI's ChatGPT, which is currently the top AI model.

Wall Street Breakfast
Selloff to surge in defense

In addition, Alphabet is looking to challenge NVIDIA's dominance in the AI computing market with its custom tensor processing units.

Wall Street Breakfast
Selloff to surge in defense

But Apple has lagged its rivals in the AI race, and the iPhone maker has not made a major AI launch since it announced Apple Intelligence in 2024.

Wall Street Breakfast
Selloff to surge in defense

Now I have a few other articles that are trending on seeking alpha.

Wall Street Breakfast
Selloff to surge in defense

Nvidia is reportedly seeking full upfront payment for H200 AI chips in China.

Wall Street Breakfast
Selloff to surge in defense

Samsung is projecting a threefold increase in profit on the AI boom.

Wall Street Breakfast
Selloff to surge in defense

And a judge says that Elon Musk lawsuit against OpenAI will head to trial.

Wall Street Breakfast
Selloff to surge in defense

A couple of items to tell you about on our Catalyst Watch for the Day.

Wall Street Breakfast
Selloff to surge in defense

The ASCO Gastrointestinal Cancer Symposium will begin.