Wall Street Breakfast

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome. (5:01)  

Show Notes
What history shows us about tariffs and earnings

Episode transcripts: seekingalpha.com/wsb  
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China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030: report. (02:20)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: ERIC, BA, and more
New tariffs? U.S. probes pharma, chip imports' impact on national security
SA Asks: How will higher tariffs impact Disney?
AMD to make CPU chips at TSMC's Arizona plant

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The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)  

Show Notes
50 most liquid stocks
50 least liquid stocks

Episode transcripts: seekingalpha.com/wsb  
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Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Tech stocks, and more
Which stocks are least liquid? Goldman Sachs lists 50 of them
Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz
China suspends rare earth exports as trade war with U.S. escalates - report

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Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)  

Show Notes
Earnings Calendar
Most liquid stocks
Least liquid stocks

Episode transcripts: seekingalpha.com/wsb
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China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: NVS, JOBY, and more
FDA to phase out animal testing requirement, adopt AI methods
U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy
Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE

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Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink,  ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00)

Show Notes
Get DoorDash from a robot

Episode transcripts: seekingalpha.com/wsb  
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TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: DJT, X, and more
Google reiterates $75B spending plan for data centers amid tariff woes
Former Treasury secretary Summers says govt 'rightly scared after collapsing markets'
EU said to weigh buying more U.S. gas, but green transition still in focus

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Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11)  

Show Notes
China boosts tariffs on U.S.

Episode transcripts: seekingalpha.com/wsb  
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Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: BTU, CALM, and more
Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security
Trump says TSMC would face 100% tax if it doesn't build in U.S.
Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs

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