Wall Street Breakfast
Wall Street Breakfast
Episodes
Wall Street Breakfast
Episodes of Wall Street Breakfast
Mark All
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/wsbShow links:
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 lin
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 holdTesla Q1 Ear
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 NotesTrump reportedly considering auto tariff reliefPBOC governor e
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 - reportLonger-end yields tumble as Trump eases Fed fea
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 NotesFutures rally as Trump backs off on replacing Powell
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 NotesWhat to make of Amazon after 30% dropEpisode transcripts: see
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 tr
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 NotesChipotle to open in MexicoEpisode transcripts: seekingalpha.com/wsb S
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
Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12) Show Notes Earnings CalendarEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, st
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 NotesThe market is still too rosy on the economyApple gets
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 seekinga
Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show NotesThe bad idea of creating a recession to lower ratesEpisode transcripts: seekingalpha.com/wsb Sign up for ou
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 shakeu
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 NotesWhat history shows us about tariffs and earningsEpisode transcri
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 seeki
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 Notes50 most liquid stocks50 least liquid stocksEpisode transcripts: seekingalpha
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 seek
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 NotesEarnings CalendarMost liquid stocksLeast liquid stocksEpisode transcripts: seekingalpha.com/w
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.
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 NotesGet DoorDash from a robotEpisode
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)
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 NotesChina boosts tariffs on U.S.Epis
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)Episo
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