Wall Street Breakfast

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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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)

Episode transcripts seekingalpha.com/wsb.

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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.

Episode transcripts: seekingalpha.com/wsb

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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)

Episode transcripts seekingalpha.com/wsb.

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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

Episode transcripts: seekingalpha.com/wsb  
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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)

Episode transcripts seekingalpha.com/wsb.

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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

Episode transcripts: seekingalpha.com/wsb  
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