Wall Street Breakfast

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...

Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Apple (AAPL) over Trump's 'tariff armageddon'. (01:42) Saudi Arabia slashes oil prices for Asia after surprise OPEC+ output hike. (02:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Magnificent seven, crypto stock...

Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay . (4:46)   Show Notes  Earnings Calendar Bill Gross warns against buying the dip Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend gra...

Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25). Show Notes: Tesla: A Nuanced Bull/Bear Conversation Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears The ful...

Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15). Show Notes: Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data Trump says open to tariff negotiations if offered something 'phenomenal' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to...

Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump . (2:40)    Show Notes S&P at risk of another 20% 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 Seeking Alpha Premium at seeking...

Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22)  RH warns of economic challenges , sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils growth plans , to invest $27 billion over next 3 years. (03:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSLA, NKE, and more The full list of U.S. tariff r...

Analyst Dan Ives says every metric is a ‘ disaster .’ (0:15) Charles Schwab gets an upgrade . (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42)   Show Notes BofA picks 9 buys, 1 sell for Q2 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...