Wall Street Breakfast

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls. (2:12)  

Show Notes
Apple Stores see iPhone ‘panic selling.’
The Curious Case of Rising Treasury Yields
Small-cap picks that can outperform

Episode transcripts: seekingalpha.com/wsb  
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Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to 'fight to the end' against new U.S. tariffs, escalating the trade dispute. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers stocks, and more
Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay
Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal
BlackRock’s Fink sees ‘buying opportunity’ during market selloff

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Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41)

Show Notes 
Trump threatens 50% more tariffs on China
MicroStrategy announces major digital loss

Episode transcripts: seekingalpha.com/wsb
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Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay. (4:46)  

Show Notes 
Earnings Calendar
Bill Gross warns against buying the dip

Episode transcripts: seekingalpha.com/wsb
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Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25).

Show Notes:
Tesla: A Nuanced Bull/Bear Conversation
Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears
The full list of U.S. tariff rates and the countries targeted

Episode transcripts: seekingalpha.com/wsb

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Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15).

Show Notes:
Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data
Trump says open to tariff negotiations if offered something 'phenomenal'

Episode transcripts: seekingalpha.com/wsb

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Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump. (2:40)   

Show Notes
S&P at risk of another 20% drop

Episode transcripts: seekingalpha.com/wsb
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Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22)  RH warns of economic challenges, sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils growth plans, to invest $27 billion over next 3 years. (03:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, NKE, and more
The full list of U.S. tariff rates and the countries targeted
WW International in talks to restructure debt, handing control to bondholders
Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ
Newsmax stock loses steam and gives up gains from post-IPO excitement

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Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42)  

Show Notes
BofA picks 9 buys, 1 sell for Q2

Episode transcripts: seekingalpha.com/wsb
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