Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.

Good afternoon. Today is Thursday, April 2nd, and I'm your host, Kim Khan. Our top story so far,

Anthropic 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 delivered about 358,000 vehicles in Q1, missing the 365 consensus estimate. Production total more than

408,000 vehicles. Model 3 and Y deliveries came in near 342K, with other models accounting for

roughly 16,000. Chairs of bedbath and beyond are gaining a foothold after the company announced

plans to acquire several assets, including

the container store, which emerged from bankruptcy last year and is now creditor-owned.

In steel and aluminum names, including New Corps, Cleveland Cliffs, Arceler Metal, and Alcoa,

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 steel or aluminum components.

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