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)

Episode transcripts seekingalpha.com/wsb.

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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)

Episode transcripts seekingalpha.com/wsb.

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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)

Episode transcripts seekingalpha.com/wsb.

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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.

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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

Episode transcripts: seekingalpha.com/wsb

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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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