Wall Street Breakfast

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: TSLA, DOCU, and moreAmazon set to test AI-powered humanoid robots for deliveries - reportRent the Runway's refreshed inventory lures in new shoppersDocuSign crashes as company lowers full-year billings guidanceSign 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.