Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

It's good to be with you on this Tuesday, March 17th. I'm Julie Morgan.

Beyond Meat is down 4.6% in pre-market action after rising 6.3% on Monday. The plant-based meat producers said it will delay filing

its 2025 annual report. The company said it needs more time to review its inventory balances,

including provisions for excess and obsolete stock. It expects to finalize this review and file its annual report no later

than the last day of the month. It has not yet determined the review's potential impact on its

financial statements. The company also expects to report Q4 revenue of about $61 million,

which is lower than the $ 63.79 million consensus estimate.

Net revenue for 2025 is expected to be around $275 million compared to the consensus estimate

of under $277 million.

The U.S. government confirmed that Tesla in South Korea's LG Energy Solution

signed a $4.3 billion battery supply and manufacturing deal.

The agreement involves building a lithium-iron-phosphate prismatic battery cell factory in Lansing, Michigan.

Batteries produce there will power Tesla's Megapack 3 energy storage systems

manufactured in Houston. The facility is expected to begin production in 2027. The head of South

Korean conglomerate SK Group stated that a global memory chip shortage is expected to continue

for another four to five

years. This is due to persistent constraints in semiconductor production. He said leading players

such as SK Heinex are expanding capacity, but they're unlikely to fully satisfy demand until around

2030. The chairman told reporters that Nvidia's GTC event that industry-wide,

the supply of basic wafers that are made into chips is lagging demand by more than 20%. S.K. Heinix,

the main high bandwidth memory supplier to Nvidia, ranks number one in in the HBO market with a 57% share

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