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Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)
This is an abridged transcript of the podcast:
Out top story so far, Anthropic (ANTHRO) is working to contain fallout after accidentally revealing internal instructions used to direct its AI coding agent, Claude Code.
The Wall Street Journal reports that Anthropic initially issued a broad copyright takedown request to remove more than 8,000 copies of the raw instructions shared on GitHub, before narrowing the request to 96 posts after saying the first sweep reached more accounts than intended.
A spokesperson said the leak of “some internal source code” did not expose customer data or the core model weights — the mathematical parameters that power its AI models. However, it did reveal commercially sensitive techniques and tools used to enable Claude Code to function as a coding agent.
Those tools, known as a harness, allow users to control and direct the model. The leak effectively gives rivals and developers insight into how to replicate key features without reverse engineering.
Among active stocks, Tesla (TSLA) delivered about 358K vehicles in Q1, missing the 365K consensus estimate. Production totaled more than 408K vehicles. Model 3/Y deliveries came in near 342K, with other models accounting for roughly 16K.
Shares of Bed Bath & Beyond (BBBY) are rebounding after the company announced plans to acquire several assets, including The Container Store, which emerged from bankruptcy last year and is now creditor-owned.
Steel and aluminum names including Nucor (NUE), Cleveland-Cliffs (CLF), ArcelorMittal (MT), and Alcoa (AA) are under pressure after The Wall Street Journal reported that finished products containing imported steel and aluminum would face a 25% tariff.
The tariff would apply to the entire value of derivative products containing those metals, replacing the current structure that applies duties only to the value of the steel or aluminum component.
Looking to the economy, with the official March jobs report arriving on Good Friday — a market but not federal holiday — Challenger’s report showed an uptick in hiring plans.
Employers announced 32,826 planned hires in March, up 157% from February and 149% from a year earlier.
Still, announced hiring plans for 2026 total 50,887 through March, down 6% from the same period in 2025.
In other news of note, McDonald’s (MCD) is expanding its value offerings as it looks to win back budget-conscious consumers.
Beginning in April, the chain plans to roll out menu items priced at $3 or less, alongside a $4 breakfast deal and lunch and dinner meal bundles starting at $5.
Under-$3 breakfast options include the Sausage McMuffin, Sausage Biscuit, Sausage Burrito, Hash Browns, and medium McCafé Premium Roast Coffee. Lunch and dinner items at that price point include the McChicken, McDouble, 4-Piece McNuggets, small fries, and a medium soft drink.
The company is also bringing its Meal Deal back to breakfast.
And in the Wall Street Research Corner, BofA’s equity team is flagging stocks that hedge funds are heavily shorting, suggesting they could be candidates for a short squeeze on positive fundamental news.
Those names include Moderna (MRNA), Super Micro Computer (SMCI), Best Buy (BBY), Skyworks Solutions (SWKS), and Coinbase (COIN).
Check out the full list here.
Editor’s Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.