Wall Street Breakfast

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53)

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Biggest stock movers Tuesday: CRDO, BMBL, and more
U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report
Toyota Industries receives take-private offer from Group companies
Huawei sets June 11 launch date for Pura 80 series smartphones

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Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax. (2:43)

Show Notes
New AI stock darling Nebius looks to raise cash
Morgan Stanley still bullish on U.S. exceptionalism

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Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21)

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Samsung said to be close to wide-ranging deal with Perplexity for AI features
Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs
China 'firmly rejects' Trump's accusation on Geneva trade deal breach

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May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)

Show Notes 
Earnings Calendar
Dividend Roundup

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Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).

Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript

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Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)

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Biggest stock movers Friday: MRVL, PATH, GAP, and more
Costco outpaces Walmart and Target again in the U.S.
SEC ends legal battle with top crypto exchange Binance
Nvidia, Dell to provide new supercomputer to US Department of Energy
Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in

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Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)  

Show Notes
Now might be the time for this ultimate contrarian trade

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Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)

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Biggest stock movers Thursday: NVDA, AI, and more
U.S. pauses exports of airplane engine tech to China - report
Google starts direct online sales in India of Pixel smartphones
Tesla eyes June 12 as the launch date for its robotaxi service in Austin

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Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)

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Biggest stock movers Wednesday: OKTA, BOX, and more
SpaceX's Starship loses control mid-flight, 30 minutes after launch
Texas governor signs law mandating age verification on Apple and Google app stores
Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum

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Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)

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Biggest stock movers Tuesday: INFA, PRTA, and more
Trump says US Steel will remain under American control with Nippon deal
SA Asks: What are the best robotaxi stocks right now?
Trump’s $175B missile shield is said to face steep tech, budgetary challenges

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Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)  

Show Notes
Earnings Calendar
The ticking fiscal time bomb

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Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30).

Show Notes:
Target Q1 Earnings Call Transcript
Tech Stocks - Focus On What Management Isn't Talking About

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Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19)

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Biggest stock movers Friday: WDAY, INTU, and more
Japan could trigger a ‘global financial market Armageddon’ – SG
Supreme Court preserves Fed independence, lets Trump shake up other agencies
Nuclear names surge as Trump set to sign orders to boost industry

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Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)  

Show Notes
The most crowded hedge fund longs

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Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14)

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Biggest stock movers Thursday: SNOW, URBN, and more
Microsoft files legal action against malware Lumma Stealer
Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal
Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation

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The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20)

Show Notes 
Man United bears rooting for Spurs

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Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy: report. (03:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: PANW, TOL, and more
Elon Musk on robots, litigious shareholders, and AI
SA Asks: Can retailers afford to eat tariff costs?
Kraft Heinz considering strategic options to unlock value

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The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)   

Show Notes
Mickey Mouse joins F1

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Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57)

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Biggest stock movers Tuesday: ASAN, ASPI, and more
Fed likely to stay in wait-and-see mode till at least September
Alphabet's Waymo cleared to expand robotaxi service in Bay Area
Intel mulls sale of networking and edge unit - report

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CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)  

Show Notes
Costco’s sales of Kirkland brand rival Lowe’s and P&G

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Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate. (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44) 

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Biggest stock movers Monday: Crypto stocks, and more
Trump warns Walmart not to blame tariffs for higher prices
Ant Group's overseas unit brings in $3 billion ahead of spinoff - report
Nvidia in advanced talks to invest in PsiQuantum- a quantum computing company - report

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The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29)  

Show Notes
We’re seeing the fastest Fed-driven housing slowdown ever
Dividend Roundup

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UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05).

Show Notes:
Can UnitedHealth turn it around?
Walmart Q1 2026 earnings call transcript
Shopify targets sustained growth
Saudi Arabia AI deals were 'bullish eye opener' for tech investors

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GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)

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Biggest stock movers Friday: SPCE, AMAT, and more
Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate
Trump, UAE president unveil new 5GW AI campus in Abu Dhabi
CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation

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WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03)  

Show Notes
The signposts for market stability

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UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59)

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Biggest stock movers Thursday: CSCO, BNGO, and more
Trump asks Apple to stop moving iPhone manufacturing to India - report
The Monopoly ETF, a new SEC filing that targets market titans
China lifts curbs on export of rare earth minerals to the U.S.
Why Dick's Sporting Goods may be getting a good deal if it buys Foot Locker at a premium

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Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29)  

Show Notes
‘Gandalf’ calls crypto ‘rat poison’

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Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22)

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Biggest stock movers Wednesday: SMCI, SONY, and more
Tesla may get new pay package for CEO Elon Musk - report
EU said to weigh higher tariffs on Ukrainian imports to protect its farmers
Nvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swells

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The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)  

Show Notes
Goldman Sachs boosts
S&P target in wake of tariff détente

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FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11)

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Biggest stock movers Tuesday: COIN, HTZ, and more
Inflation expected to firm up in April's CPI print
U.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East trip
U.S. reduces China 'de minimis' tariff rate to 54% from 120%
India moves to retaliate against Trump’s tariffs amid trade talks
McDonald's bets on growth with plans for 375K new hires - update

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U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Magnificent Seven, and more
Top EV battery maker CATL seeks to raise $4B in Hong Kong listing
Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI
Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more

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Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.

Show links: 
Masters In Business
Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates
Trump says China wants to make a trade deal, open to lowering tariffs if talks go well

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Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.

Episode transcripts seekingalpha.com/wsb.

Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript

Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript

Boot Barn is tipped by BTIG to be a retail sector outperformer

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Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).

Episode transcripts: seekingalpha.com/wsb

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AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%

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British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler. (02:26)

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Biggest stock movers Friday: PINS, AFRM, and more
Nvidia to downgrade H20 chips for China after U.S. export restrictions - report
VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - report

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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.

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U.S. GDP contracts in Q1 as imports swell, price index jumps
President Trump says Q1 GDP actually rose when excluding imports

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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)

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Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more
Trump set to unveil trade deal with UK on Thursday - report
Alphabet shares tumble as Apple exec expresses search concerns
Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect

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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

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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)

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Biggest stock movers Wednesday: SMCI, UPST, and more
Trump teases 'very, very big' announcement, says 'not necessarily' on trade
Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions
Amazon's Zoox issues software recall, plans to scale up robotaxi production

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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

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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)

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Biggest stock movers Tuesday: PLTR, F, and more
DoorDash to buy UK food delivery firm Deliveroo for $3.9B
Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit
India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report

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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

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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

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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

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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 weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript

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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)

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Biggest stock movers Friday: AMZN, AAPl, RDDT, and more
Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend
Key takeaways from Reddit's Q1 report, amid double-digit stock gain
Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report
Trump signs order to end funding for NPR, PBS

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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

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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.

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Trump administration said to be investing $500M on developing universal vaccines
Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard
Ford said to abandon effort to develop Tesla-like electronic brain

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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  
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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, Chevrolet and GMC cars over engine failure risk
Fed's preferred inflation gauge expected to cool further in March
Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk

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