Retail stocks punished after holiday updates

Wall Street Breakfast

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)

Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025

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