Wall Street Breakfast

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...

President Trump says he has ‘ no intention ’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done . (2:34) Intel looking to cut 20% of workforce . (3:50)   Show Notes Futures rally as Trump backs off on replacing Powell FDA spooks bald men Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock...

GE , Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating . (3:22)   Show Notes What to make of Amazon after 30% drop 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 Se...

DoJ says Google must be prevented from using AI to boost online search supremacy.  (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: NVO, MEDP, and more Trump sees Walmart, Target, Home Depot chief executives at...

The dollar index hits its lowest level since early 2022 . (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04) Show Notes Chipotle to open in Mexico 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 a...

Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: TSLA, NFLX, and more China warns...

Earnings season ramps up . (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings . (4:12)   Show Notes  Earnings Calendar 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 seekingalpha.com/subscriptions .

Lilly’s diabetes pill meets Phase 3 trial goal . (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48) Show Notes The market is still too rosy on the economy Apple gets a vote of confidence Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock qu...

SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of ' smart driving ' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSM, AA, and more Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost cap...

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11)   Show Notes The bad idea of creating a recession to lower rates 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 seekingalph...

U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup , calls for CEO to step down - report. (03:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ASML, UAL, and more...

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome . (5:01)   Show Notes What history shows us about tariffs and earnings Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscrib...

China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030 : report. (02:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ERIC, BA, and more New tariffs? U.S. probes pharma, chip imports' impact on national security...

The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)   Show Notes 50 most liquid stocks 50 least liquid stocks 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 Alph...

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Tech stocks, and more Which stocks are least liquid? Goldman Sachs lists 50 of them Gold sprin...

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)   Show Notes Earnings Calendar Most liquid stocks Least liquid stocks 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 Premi...

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: NVS, JOBY, and more FDA to phase out animal testing requiremen...

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink ,  ignoring a cool but pre-tariff CPI report . (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00) Show Notes Get DoorDash from a robot Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: DJT, X, and more Google reiterates $75B spending plan for data cente...

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher,  with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11)   Show Notes China boosts tariffs on U.S. Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grad...

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: BTU, CALM, and more Ex-Meta employee to tell Congress that company helpe...

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls . (2:12)   Show Notes Apple Stores see iPhone ‘panic selling.’ The Curious Case of Rising Treasury Yields Small-cap picks that can outperform Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newslet...

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to ' fight to the end ' against new U.S. tariffs, escalating the trade dispute. (02:38) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: Health insurers stocks, and more Vietnam will buy def...

Investors  on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth . (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41) Show Notes  Trump threatens 50% more tariffs on China MicroStrategy announces major digital loss Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to...