Wall Street Breakfast

Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more C...

OpenAI leads top 10 private companies with $300 billion valuation . (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52)  Show Notes The best stocks to navigate tariffs Citi says Apple looking attractive Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, divide...

Intel CEO vows to refocus on innovation, asks customers to be ' brutally honest '. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for AI investments in U.S. (02:06) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: NMAX, PVH, LPRO and more OpenAI secures $40B funding, valuing ChatGPT maker at $...

Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55) Show Notes Is Apple’s rumored Nvidia server buy a big deal? 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 Seeki...

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet . (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: WRB, NCTY Oppenheimer names BDCs likely to...

Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29) 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 to Seeking Alpha Premium at seekingalpha.com/subsc...

Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold , Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20). Show links:  The US will not enter a ‘demand-driven’ recession – says BCA GameStop...

Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: LULU, X, and more Auto tariffs: TSLA, RIVN, LCID produce the...

Gold sets a new intraday record as Wall Street adjusts its forecasts . (0:15) Roku gets a vote of confidence . (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45)   Show Notes ‘Market crash’ on horizon - survey 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 Al...

Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25).  Show links:  Energy executives worried about Trump's policies, Dallas Fed says President Trump signs executive order imposing 25% tariffs on foreign-made autos Bank of America hikes gold price forecast with $3,500 in sig...

US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GME, HUMA, and more Trump may reportedly impose copper tarif...

Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low . (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)   Show Notes  Vanguard cuts U.S. growth forecast Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subsc...

Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: DJT, KBH, and more Alibaba sees s...

BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade . (2:57)   Show Notes Ford F-150 faces regulatory investigation 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 Alp...

23andMe (ME) files for bankruptcy , CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta ’s (META) $800 million offer - report. (02:24) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: TSLA, SMCI, and more International names dominate list of ch...

The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48) Show Notes Stocks that weather downturns the best 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 t...

No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00). Episode transcripts: seekingalpha.com/wsb Show links:  Gold extends rally after Fed holds the line...

Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes . (02:10) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: Quantum stocks, FDX, and more Trump to announce n...

The CoreWeave $26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise . (2:47) Accenture warns about DOGE contract impact . (3:45)  Show Notes Nearly all the AI valuation premium is gone 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 Seek...

NCAA March Madness : Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO : report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: YY, FIVE, and more Trump calls on Fed to cut...

The Fed chief echoes COVID-era prediction as FOMC holds rates . (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30) Show Notes Unpacking Nvidia GTC Global ETFs shine 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 Seeki...

General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: STNE, GILD, and more Nvidia...

Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation . Episode transcripts: seekingalpha.com/wsb Show links:  Dollar sinks on economic worries ahead of the Fed meet-Currency Recap Wholesale egg prices drop, but retail rates could take time to catch...

Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: GRAB, BIDU, and more SA Maps: Tracking benchmark interest rates around the world...

Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20).  This is an excerpt from a recent Investing Experts conversation. Show Notes: Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision Brace For Turbulence: Navigating Rough Market Conditions Ahead Episode transcripts: seekinga...