iger

CEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door open to rate cuts. (1:07) Taiwan earthquake disrupts chip manufacturing. (3:25)

Show Notes
Buy vs. Sell ideas paired within each sector - Oppenheimer
Paramount gains amid report of advancing talks with Skydance

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Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,000. (1:13) Microsoft and OpenAI to build Stargate supercomputer. (4:04)

Show Notes
AT&T says data set impacting about 73M current, former account holders leaked on dark web
Earnings Calendar

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Major Disney shareholder George Lucas backs Bob Iger in proxy battle. (0:16) Nvidia sees sell-the-news reaction to GTC. (2:30) EV maker Fisher halts production as it fights to survive. (3:11)

Show Notes
How the Magnificent 7 valuations stack up against bubbles of yore
Housing starts and building permits bounce back more than expected in February

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Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)

Show Notes
Megacap rout in January is now consensus - BofA
Job openings fall more than expected in November - JOLTS report

Episode transcripts seekingalpha.com/wsb.
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