Show notes
A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (EIX) scores an early legal win. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, CRWV, and more'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI developmentWho benefits as AI data centers create a power shortage?Oracle prepares plans for new round of layoffs this month - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.