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

Episode transcripts: seekingalpha.com/wsb  
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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)

Episode transcripts seekingalpha.com/wsb.

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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)

Episode transcripts seekingalpha.com/wsb.

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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)

Episode transcripts seekingalpha.com/wsb.

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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

Episode transcripts: seekingalpha.com/wsb

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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)

Episode transcripts seekingalpha.com/wsb.

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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)

Episode transcripts seekingalpha.com/wsb.

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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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