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Wall Street Breakfast

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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

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Published 2025-04-29

White House blasts idea of listing tariff costs

7 min
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Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)  

Show Notes
Morgan Stanley’s quality stocks to double down on
Hims & Hers soars on Wegovy deal

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Published 2025-04-29

Trump set to ease auto tariff impact

6 min
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Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview: Eyes on international sales amid tariff uncertainties. (02:23)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: NXPI, BP, and more
Canada election: Carney's Liberals win as Trump threats fuel party's comeback
Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide
Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model

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Published 2025-04-28

Huawei preps AI chip to challenge Nvidia: report

5 min
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Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19)  CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TM, AMPY, and more
Big Tech faces high-stakes earnings week amid tariff jitters
Trump ties tariffs to potential tax cuts for middle-income earners
Shein is said to raise U.S. prices up to 377% with new tariffs looming

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Published 2025-04-27

Apple, Microsoft, Meta and Amazon, oh my

5 min
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Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)  

Show Notes 
Earnings Calendar
Dividend Roundup

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Published 2025-04-25

Earnings dominating but don't sleep on economic data

11 min
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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/wsb

Show links: 
Netflix Q1 Earnings Call Transcript
Fed's Kashkari says resolution of trade frictions would lift economic uncertainty
Trump Playing Chicken With The World?

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Published 2025-04-25

High costs ground summer travel plans

6 min
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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.

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Biggest stock movers Friday: GOOG, INTC, and more
China mulls exempting select U.S. goods from 125% tariffs - report
Alphabet CEO signals personal ownership optionality for Waymo robotaxis
Apple to shift assembly of all US iPhones to India by 2026 - report

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Published 2025-04-24

Tesla the story of the week

8 min
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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 hold
Tesla Q1 Earnings Call Transcript
Stressful Markets, But Lots Of Opportunities In Tech

Episode transcripts: seekingalpha.com/wsb

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Published 2025-04-24

IBM fails to shake DOGE worries

5 min
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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

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Published 2025-04-23

Bessent comments on China tariffs

6 min
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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

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Published 2025-04-23

Bulls cheer Trump-Powell detente, Elon-Tesla reunion

6 min
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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

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Published 2025-04-22

Tariff risk flagged as earnings season heats up

5 min
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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

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Published 2025-04-22

DoJ targets Google’s AI edge in search

5 min
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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.

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Biggest stock movers Tuesday: NVO, MEDP, and more
Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting
U.S. pushes India for full ecommerce market access for trade deal - report
Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron

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Published 2025-04-21

Greenback takes it on the chin

4 min
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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

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Published 2025-04-21

Airbus delays hydrogen jet by a decade

5 min
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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 against U.S. side deals, threatens retaliation if interests are compromised
U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence
Trump economic approval rating hits new low - CNBC

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Published 2025-04-17

Eli Lilly sees weight loss pill success

6 min
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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

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Published 2025-04-17

Analysts weigh Meta’s future without Instagram, WhatsApp

6 min
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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.

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Biggest stock movers Thursday: TSM, AA, and more
Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S.
CBP says $500 million collected in reciprocal tariffs since April 5
Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth

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Published 2025-04-16

Retail sales ramp up ahead of tariffs

5 min
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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

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Published 2025-04-16

Nvidia to take $5.5B hit on H20 chip

7 min
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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.

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Biggest stock movers Wednesday: ASML, UAL, and more
United beats FQ1 estimates but issues profit warning if economy stalls
AST SpaceMobile seesaws amid takeover, contract speculation
Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation

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Published 2025-04-15

Banks cashing in on a volatile market

6 min
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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

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Published 2025-04-15

Is Boeing being grounded by China?

5 min
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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.

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Biggest stock movers Tuesday: ERIC, BA, and more
New tariffs? U.S. probes pharma, chip imports' impact on national security
SA Asks: How will higher tariffs impact Disney?
AMD to make CPU chips at TSMC's Arizona plant

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Published 2025-04-14

Apple's iPhone tops smartphone charts

5 min
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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

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Published 2025-04-14

Goldman sees oil sliding into 2026

6 min
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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 sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz
China suspends rare earth exports as trade war with U.S. escalates - report

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Published 2025-04-13

What gets a tariff break?

6 min
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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

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Published 2025-04-11

China hits back with 125% tariffs

6 min
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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.

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Biggest stock movers Friday: NVS, JOBY, and more
FDA to phase out animal testing requirement, adopt AI methods
U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy
Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE

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Published 2025-04-10

Amazon navigates trade war world

7 min
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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

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Published 2025-04-10

TSMC revenue surges on pre-tariff rush

6 min
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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 centers amid tariff woes
Former Treasury secretary Summers says govt 'rightly scared after collapsing markets'
EU said to weigh buying more U.S. gas, but green transition still in focus

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Published 2025-04-09

Stocks to the moon as Trump backs off trade war (except for China)

4 min
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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.

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Published 2025-04-09

Easter spending to hop to $23.6B despite uncertainty

6 min
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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.

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Biggest stock movers Wednesday: BTU, CALM, and more
Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security
Trump says TSMC would face 100% tax if it doesn't build in U.S.
Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs

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Published 2025-04-08

Musk reportedly asked Trump to reverse tariffs

6 min
View
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

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Published 2025-04-08

Medicare bump lifts insurers

5 min
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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 defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay
Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal
BlackRock’s Fink sees ‘buying opportunity’ during market selloff

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Published 2025-04-07

Bears and bulls battle it out in wild trading

5 min
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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

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Published 2025-04-07

Bitcoin dips below $75K on tariff turmoil

6 min
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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 stocks, and more
Trump calls tariffs 'medicine,' says its a 'beautiful thing' to reduce deficit
Asia panic selling: Circuit breakers triggered in Japan, South Korea and Taiwan
Israel's Netanyahu becomes first foreign leader to discuss tariffs in Washington

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Published 2025-04-06

Earnings season kicks off with market in grips of tariff trauma

7 min
View
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

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Published 2025-04-04

Trump playing chicken with the world?

18 min
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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 full list of U.S. tariff rates and the countries targeted

Episode transcripts: seekingalpha.com/wsb

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Published 2025-04-04

Market gloom persists

5 min
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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

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Published 2025-04-03

Tariff Day After

4 min
View
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

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Published 2025-04-03

Bessent warns retaliation on tariffs will lead to escalation

6 min
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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 rates and the countries targeted
WW International in talks to restructure debt, handing control to bondholders
Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ
Newsmax stock loses steam and gives up gains from post-IPO excitement

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Published 2025-04-02

Tesla reports worst deliveries since '22

6 min
View
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

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Published 2025-04-02

Big retailers ask China for help ahead of tariff announcement

6 min
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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
CoreWeave rockets on third day of trading after tepid IPO response
Big Pharma drops sharply ahead of Trump’s tariff announcement
Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint

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Published 2025-04-01

OpenAI leads the list of biggest unicorns

6 min
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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

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Published 2025-04-01

Intel CEO Calls for ‘Brutal’ Feedback

4 min
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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.

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Biggest stock movers Tuesday: NMAX, PVH, LPRO and more
OpenAI secures $40B funding, valuing ChatGPT maker at $300B
Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts
Li Auto’s Q1 deliveries rise 15% Y/Y
Wall Street Breakfast March survey

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Published 2025-03-31

Goldman Sachs gets more bearish on stocks

4 min
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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
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Published 2025-03-31

Chinese tech stops slip

6 min
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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.

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Biggest stock movers Monday: WRB, NCTY
Oppenheimer names BDCs likely to hold up even with declining rates
Trump says TikTok deal to close before April 5 deadline
TSM reaffirms pledge to Taiwan with new facility amid US expansion - report
Wall Street Breakfast March survey

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Published 2025-03-30

Tariff D-Day arrives as stagflation fears rise

6 min
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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
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Published 2025-03-28

Tariffs, tech sluggishness, gold, bitcoin, and inflation

16 min
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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).

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The US will not enter a ‘demand-driven’ recession – says BCA
GameStop slides 25% as Bitcoin buzz flips to investor skepticism
Start the tariff engines: What does 'Made in America' mean?

Episode transcripts: seekingalpha.com/wsb

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Published 2025-03-28

Coffee prices poised to perk up

6 min
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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.

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Biggest stock movers Friday: LULU, X, and more
Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM
Trump administration seeks control over future investments in Ukraine's infrastructure, minerals - report
Europe sales decline is temporary, revamped Model Y can help Tesla - Analysts
HSBC terminated investment bankers on bonus day, didn't pay bonuses: report

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Published 2025-03-27

Gold's relentless march up

5 min
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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
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Published 2025-03-27

More Trump Tariffs

7 min
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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). 

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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 sight

Episode transcripts: seekingalpha.com/wsb

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