Kim Kahn

On the economic front, the Federal Reserve's Beige Book on Wednesday will offer up a fresh snapshot of economic conditions, while a steady lineup of Fed speakers could help shape rate expectations.

Wells Fargo economists highlight New York Fed President John Williams on Thursday and Governor Christopher Waller on Friday as key voices to watch.

We consider Williams a good proxy for the more academically-minded members of the Fed, they wrote.

He doesn't usually shock markets, but his comments will be closely scrutinized for signals on higher-for-longer stances versus the timing of potential cuts.

Waller, on the other hand, isn't shy about changing his mind publicly, they added.

He dissented in favor of a cut in the meeting prior to the most recent one and has emphasized data dependence, a willingness to hold rates of the data firm while remaining opposed to hikes.

And for income investors, Abbott Labs and AbbVie go ex-dividend on Wednesday with payouts scheduled for May 15th.

Johnson Outdoors goes ex-dividend Thursday and pays out on April 30th.

Acuity Brands goes ex-dividend on Friday with a May Day payout.

Good afternoon, today is Thursday, April 2nd, and I'm your host, Kim Kahn.

Our top story so far, Anthropic is working to contain Fallout after accidentally revealing internal instructions used to direct its AI coding agent, Claude Code.

The Wall Street Journal reports that Anthropic initially issued a broad copyright takedown request to remove more than 8,000 copies of the raw instructions shared on GitHub, before narrowing the request to 96 posts after saying the first sweep reached more accounts than intended.

A spokesperson said the leak of some internal source code did not expose customer data or the core model weights, the mathematical parameters that power its AI models.

However, it did reveal commercially sensitive techniques and tools used to enable Cloud Code to function as a coding agent.

Those tools, known as a harness, allow users to control and direct the model.

The leak effectively gives rivals and developers insight into how to replicate key features without reverse engineering.

Among active stocks, Tesla delivered about 358,000 vehicles in Q1, missing the 365 consensus estimate.

Production totaled more than 408,000 vehicles.

Model 3 and Y deliveries came in near 342K, with other models accounting for roughly 16,000.

Shares of Bed Bath & Beyond are gaining a foothold after the company announced plans to acquire several assets, including the Containers Store, which emerged from bankruptcy last year and is now creditor-owned.