Wall Street Breakfast

President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50)  

Show Notes
Futures rally as Trump backs off on replacing Powell
FDA spooks bald men

Episode transcripts: seekingalpha.com/wsb  
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GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating. (3:22)  

Show Notes
What to make of Amazon after 30% drop

Episode transcripts: seekingalpha.com/wsb  
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DoJ says Google must be prevented from using AI to boost online search supremacy.  (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: NVO, MEDP, and more
Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting
U.S. pushes India for full ecommerce market access for trade deal - report
Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron

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The dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04)

Show Notes
Chipotle to open in Mexico

Episode transcripts: seekingalpha.com/wsb  
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Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: TSLA, NFLX, and more
China warns against U.S. side deals, threatens retaliation if interests are compromised
U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence
Trump economic approval rating hits new low - CNBC

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Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12)  

Show Notes 
Earnings Calendar

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Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48)

Show Notes
The market is still too rosy on the economy
Apple gets a vote of confidence

Episode transcripts: seekingalpha.com/wsb  
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SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart driving' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TSM, AA, and more
Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S.
CBP says $500 million collected in reciprocal tariffs since April 5
Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth

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Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11)
 
Show Notes
The bad idea of creating a recession to lower rates

Episode transcripts: seekingalpha.com/wsb  
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U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup, calls for CEO to step down - report. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, UAL, and more
United beats FQ1 estimates but issues profit warning if economy stalls
AST SpaceMobile seesaws amid takeover, contract speculation
Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation

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