Wall Street Breakfast

Alibaba to boost AI investment

24 Sep 2025

Contributed by Lukas

Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rat...

Next stage of AI revolution arrives

23 Sep 2025

Contributed by Lukas

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off A...

Kenvue in focus

23 Sep 2025

Contributed by Lukas

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22...

Berkshire bids farewell to BYD

22 Sep 2025

Contributed by Lukas

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:...

Wall Street Roundup: We need to talk about Intel

19 Sep 2025

Contributed by Lukas

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8...

FedEx delivers earnings surprise

19 Sep 2025

Contributed by Lukas

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker ...

Jimmy Kimmel pulled from airwaves

18 Sep 2025

Contributed by Lukas

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans ...

Fed cuts rates for first time this year

17 Sep 2025

Contributed by Lukas

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk ma...

Markets watch Fed as US, UK seal $42B tech deal

17 Sep 2025

Contributed by Lukas

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (0...

Coffee prices are percolating

16 Sep 2025

Contributed by Lukas

A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (...

DOT grounds Delta-Aeromexico venture

16 Sep 2025

Contributed by Lukas

Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoo...

Trump calls for earnings just twice a year

15 Sep 2025

Contributed by Lukas

The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (...

BofA says investors should think BIG

15 Sep 2025

Contributed by Lukas

The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Kor...

Fed meeting: dissent is the word

14 Sep 2025

Contributed by Lukas

Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds. (2:50) OpenAI sees lower...

Wall Street Roundup: red flag, green flag

12 Sep 2025

Contributed by Lukas

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer a...

Microsoft, OpenAI chart new path

12 Sep 2025

Contributed by Lukas

Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) pr...

CPI clears way for Fed rate cut

11 Sep 2025

Contributed by Lukas

Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)Show NotesWhat did ...

Futures edge higher ahead of CPI report

11 Sep 2025

Contributed by Lukas

Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Ja...

Klarna pops on NYSE debut

10 Sep 2025

Contributed by Lukas

Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doub...

Oracle surges as future contracts pile up

10 Sep 2025

Contributed by Lukas

Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, va...

Jobs see record downward benchmark revision

09 Sep 2025

Contributed by Lukas

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Ci...

Nebius rockets on $17B Microsoft deal

09 Sep 2025

Contributed by Lukas

Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in...

Tesla U.S. market share at 8-year low

08 Sep 2025

Contributed by Lukas

Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (...

S&P 500 shuffle sparks market moves

08 Sep 2025

Contributed by Lukas

Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M fun...

Stagflation alarms could sound this week

07 Sep 2025

Contributed by Lukas

The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boost...

Wall Street Roundup: jobs data, gold highs, AI + tariff impact

05 Sep 2025

Contributed by Lukas

Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6...

Futures tick up ahead of jobs data

05 Sep 2025

Contributed by Lukas

Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) Ope...

Nvidia stealing a march on quantum computing

04 Sep 2025

Contributed by Lukas

Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total...

Football returns, ad dollars pour in

04 Sep 2025

Contributed by Lukas

NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney ...

Stark warning on holiday spending

03 Sep 2025

Contributed by Lukas

Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. ...

Chrome stays put

03 Sep 2025

Contributed by Lukas

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy sui...

Activists target Pepsi

02 Sep 2025

Contributed by Lukas

Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)Show NotesThe m...

Wall Street futures slip to start September

02 Sep 2025

Contributed by Lukas

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports...

Crucial jobs report highlights short week

31 Aug 2025

Contributed by Lukas

The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trad...

Wall Street Roundup: valuation concerns and uncharted waters

29 Aug 2025

Contributed by Lukas

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:1...

Caterpillar expects bigger tariff hit

29 Aug 2025

Contributed by Lukas

Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:5...

'Economy slowing, but still clearly growing'

28 Aug 2025

Contributed by Lukas

Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Grou...

Nvidia's big China question

28 Aug 2025

Contributed by Lukas

Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sal...

Futures flat as traders await Nvidia earnings

27 Aug 2025

Contributed by Lukas

Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50).Show links: 'Co...

Trump fires Cook, threatens more tariffs

26 Aug 2025

Contributed by Lukas

Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15).Show links: The firing of Lisa Cook...

After Dow's record close, stock futures lower

25 Aug 2025

Contributed by Lukas

Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).Ep...

It's Nvidia earnings time

24 Aug 2025

Contributed by Lukas

The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) Eur...

Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments

22 Aug 2025

Contributed by Lukas

Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Po...

Markets wait on Powell's next words

22 Aug 2025

Contributed by Lukas

Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spann...

Microsoft clamps down on China

21 Aug 2025

Contributed by Lukas

Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pa...

FDA reels in radioactive shrimp at Walmart

20 Aug 2025

Contributed by Lukas

Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination. (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:3...

Return of the SPAC King

19 Aug 2025

Contributed by Lukas

Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking ...

SoftBank pours $2B into Intel

19 Aug 2025

Contributed by Lukas

Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcas...

Dan Ives shakes up his AI 30

18 Aug 2025

Contributed by Lukas

Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes priv...

Penny stock selloffs spark scam fears - report

18 Aug 2025

Contributed by Lukas

Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive d...

What will Powell say at Jackson Hole?

17 Aug 2025

Contributed by Lukas

Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06...

UnitedHealth jumps as funds boost stakes

15 Aug 2025

Contributed by Lukas

Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation...

Wholesale inflation soars

14 Aug 2025

Contributed by Lukas

The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior...

Bullish soars 84% on debut

14 Aug 2025

Contributed by Lukas

Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) ...

CAVA slides on sales miss

13 Aug 2025

Contributed by Lukas

CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altma...

CPI arrives in line as core inflation trends up

12 Aug 2025

Contributed by Lukas

The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:...

Trump picks EJ Antoni for BLS top job

12 Aug 2025

Contributed by Lukas

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. ...

Audiences return to theaters

11 Aug 2025

Contributed by Lukas

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Offic...

U.S. companies absorb tariff hit

11 Aug 2025

Contributed by Lukas

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - ...

Inflation expected to tick up

10 Aug 2025

Contributed by Lukas

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly gett...

Trump nominates adviser Miran to Fed

08 Aug 2025

Contributed by Lukas

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union P...

Eli Lilly shares hammered

07 Aug 2025

Contributed by Lukas

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:...

Tariff win sends TSMC higher

07 Aug 2025

Contributed by Lukas

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for ...

Golden Arches comeback

06 Aug 2025

Contributed by Lukas

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)Show Not...

Novo Nordisk trims outlook on rising rivalry

06 Aug 2025

Contributed by Lukas

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI report...

Trump eyes pharma tariffs at 250%

05 Aug 2025

Contributed by Lukas

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story...

AI powers Palantir’s 48% revenue jump

05 Aug 2025

Contributed by Lukas

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Po...

Tesla awards Elon 96 million shares

04 Aug 2025

Contributed by Lukas

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Cha...

Boeing defense workers walk off the job

04 Aug 2025

Contributed by Lukas

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'F...

Wall Street's big data headache

03 Aug 2025

Contributed by Lukas

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings th...

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

01 Aug 2025

Contributed by Lukas

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising F...

Trump signs new tariff order

01 Aug 2025

Contributed by Lukas

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterpr...

Microsoft joins the $4 trillion club

31 Jul 2025

Contributed by Lukas

Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’...

All eyes on Amazon and Apple

31 Jul 2025

Contributed by Lukas

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a ...

Fed holds, markets cut odds of future cuts

30 Jul 2025

Contributed by Lukas

The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields r...

Starbucks perks up after turnaround update

30 Jul 2025

Contributed by Lukas

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsuna...

UnitedHealth warns on rising medical costs

29 Jul 2025

Contributed by Lukas

UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and...

Chart Industries soars on takeover talk

29 Jul 2025

Contributed by Lukas

Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for...

Firefly Aerospace aims to raise $600M via IPO

28 Jul 2025

Contributed by Lukas

Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up near...

China's Zhipu ramps up AI battle

28 Jul 2025

Contributed by Lukas

Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generatio...

Four Mag 7 stocks and the Fed on tap

27 Jul 2025

Contributed by Lukas

The Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings....

Wall Street Roundup: Tesla skepticism, Google stands out, DORK shorts

25 Jul 2025

Contributed by Lukas

Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting...

New Paramount must ditch bias, says FCC in merger OK

25 Jul 2025

Contributed by Lukas

Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  ...

The job market that won't quit

24 Jul 2025

Contributed by Lukas

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but f...

Tesla touts ambitious plans, market shrugs

24 Jul 2025

Contributed by Lukas

Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals...

Meme stocks Class of '25

23 Jul 2025

Contributed by Lukas

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)Show NotesWho is pa...

Detroit 3 cry foul on Japan tariff deal

23 Jul 2025

Contributed by Lukas

Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) ...

The Marlboro Man returns

22 Jul 2025

Contributed by Lukas

Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3...

Buyout buzz boosts SentinelOne

22 Jul 2025

Contributed by Lukas

SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S....

24 hour trading takes another step

21 Jul 2025

Contributed by Lukas

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00...

Microsoft sounds alarm on SharePoint attacks

21 Jul 2025

Contributed by Lukas

Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand:...

Earnings go up a gear with Google, Tesla

20 Jul 2025

Contributed by Lukas

Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:...

Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY

18 Jul 2025

Contributed by Lukas

Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hit...

Netflix beats, raises, still slips

18 Jul 2025

Contributed by Lukas

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike make...

Interest rate debate

17 Jul 2025

Contributed by Lukas

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:1...

Circle K owner ends 7-Eleven pursuit

17 Jul 2025

Contributed by Lukas

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (0...

Goldman posts historic stock trading revenue

16 Jul 2025

Contributed by Lukas

Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powe...

MP surges on Apple supply agreement

16 Jul 2025

Contributed by Lukas

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan f...

First signs of tariff inflation

15 Jul 2025

Contributed by Lukas

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropowe...

Nvidia plans China H20 shipments after U.S. nod

15 Jul 2025

Contributed by Lukas

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 inde...