Wall Street Breakfast

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts  episode . Episode transcripts: seekingalpha.com/wsb Show links: U.S. GDP contracts in Q1 as imports swell, price index jumps President Trump says Q1 GDP actually rose when excluding imports Sign up for our daily newsletter  here and f...

U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more Trump set to un...

Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out . (1:09) White House ready to kill the AI diffusion rule . (2:55)   Show Notes Disney announces Abu Dhabi theme park Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend gr...

WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SMCI, UPST, and more Trump teases 'very, very big' announcement, says...

The companies announce a robotaxi partnership . (0:15) U.S. goods and services deficit widens . (1:36) OpenAI to buy coding tool Windsurf . (4:17) Show Notes  Palantir gets big backing from Wall Street analysts BofA gets bullish on energy Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, s...

Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLTR, F, and more DoorDash to buy UK foo...

Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO . (3:06) Skechers agrees to buyout offer . (3:19)   Show Notes  Equity ETFs are still hot despite market waves Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe...

Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50). Show Notes:  Taiwan dollar surges amid global trade drama Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures Stock index futures in red as investors brace for Fed's upcoming rate decision Episode transc...

The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market ? (3:56) Show Notes  Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe...

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55). Episode transcripts: seekingalpha.com/wsb Show links:  Apple shows resiliency in Q2 results, but tariffs w...

Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMZN, AAPl, RDDT, and more Apple sl...

Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN . (2:56)   Show Notes  Kohl’s CEO fired for cause Episode transcripts:  seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at se...

Biggest stock movers Thursday: MSFT , META , and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00) Episode transcripts seekingalpha.com/wsb . Show links:  Trump administration said to be investing $500M on developing universal vaccines Japanese retail giant Seven & i o...

Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool . (1:38) Taco Bell is the star of Yum! Earnings. (2:49)   Show Notes Wells Fargo likes these utilities stocks House GOP looks for EV road tax Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, st...

Sony (SONY) shares surge on potential semiconductor spin-off . (00:25) Waymo (GOOG) (GOOGL), Toyota (TM)  to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping . (01:50) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SBUX, SMCI, and more General Motors recalls ~600K Cadillac, Chevrol...

Press secretary calls notion of Amazon listing tariff costs ‘ hostile and political .’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)   Show Notes Morgan Stanley’s quality stocks to double down on Hims & Hers soars on Wegovy deal Episode transcripts: seekingalpha.com/wsb   Sign up for our daily...

Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview : Eyes on international sales amid tariff uncertainties. (02:23) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: NXPI, BP, and more Canada election: Carney's Liberals win as Trump threats fuel party's c...

The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes ? (0:56) Goldman is optimistic on dividends . (4:00)     Show Notes  Chinese tea chain Chagee launches in U.S,

Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19)  CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: TM, AMPY, and more Big Tech faces high-stakes earnings week amid tariff jitters Trump ties...

Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)   Show Notes  Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, s...

Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30). Episode transcripts:  seekingalpha.com/wsb Show links:  Netflix Q1 Earnings Call Transcript Fed's Kashkari says resolution of trade frictions would lift economic uncertainty Trump Playing Chicken With The Wo...

Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: GOOG, INTC, and more China mulls exempting select U.S. goods from 125% tariffs - report Alphabet CEO signals personal o...

Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20). Show Notes: Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold Tesla Q1 Earnings Call Transcript Stressful Markets, But Lots Of Opportunities In Tech Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter...

IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21)   Show Notes Trump reportedly considering auto tariff relief PBOC governor espouses free trade Netflix leadership looking at $1T valuation Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for...

Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20). Show Notes: Bessent says full China trade deal may take two to three years - report Longer-end yields tumble as Trump eases Fed fears Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2% Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  h...