Wall Street Breakfast

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) 

Episode transcripts seekingalpha.com/wsb.

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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

Episode transcripts: seekingalpha.com/wsb
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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

Episode transcripts: seekingalpha.com/wsb

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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)

Episode transcripts seekingalpha.com/wsb.

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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

Episode transcripts: seekingalpha.com/wsb  
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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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