Wall Street Breakfast

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

Episode transcripts: seekingalpha.com/wsb  
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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.

Show links: 
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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The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)    

Show Notes 
Chinese tea chain
Chagee launches in U.S,

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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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

Episode transcripts: seekingalpha.com/wsb
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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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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.

Show links: 
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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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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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

Episode transcripts: seekingalpha.com/wsb  
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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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