Wall Street Breakfast

ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU) appoints Nike executive Heidi O'Neill as new top boss. (02:38) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: IBM, QS, NOW, and moreBessent says many U.S. allies have asked for currency swaps amid prolonged Iran conflictQuantumScape sees increased demand outside of auto industrySpaceX may make its own GPUs amid AI push - 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.