Wall Street Breakfast

Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more
CoreWeave rockets on third day of trading after tepid IPO response
Big Pharma drops sharply ahead of Trump’s tariff announcement
Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint

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OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52) 

Show Notes
The best stocks to navigate tariffs
Citi says Apple looking attractive

Episode transcripts: seekingalpha.com/wsb
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Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for AI investments in U.S. (02:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: NMAX, PVH, LPRO and more
OpenAI secures $40B funding, valuing ChatGPT maker at $300B
Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts
Li Auto’s Q1 deliveries rise 15% Y/Y
Wall Street Breakfast March survey

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Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55)

Show Notes
Is Apple’s rumored Nvidia server buy a big deal?

Episode transcripts: seekingalpha.com/wsb
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Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet. (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: WRB, NCTY
Oppenheimer names BDCs likely to hold up even with declining rates
Trump says TikTok deal to close before April 5 deadline
TSM reaffirms pledge to Taiwan with new facility amid US expansion - report
Wall Street Breakfast March survey

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Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold, Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20).

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The US will not enter a ‘demand-driven’ recession – says BCA
GameStop slides 25% as Bitcoin buzz flips to investor skepticism
Start the tariff engines: What does 'Made in America' mean?

Episode transcripts: seekingalpha.com/wsb

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Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: LULU, X, and more
Auto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GM
Trump administration seeks control over future investments in Ukraine's infrastructure, minerals - report
Europe sales decline is temporary, revamped Model Y can help Tesla - Analysts
HSBC terminated investment bankers on bonus day, didn't pay bonuses: report

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Gold sets a new intraday record as Wall Street adjusts its forecasts. (0:15) Roku gets a vote of confidence. (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45)  

Show Notes
‘Market crash’ on horizon - survey

Episode transcripts: seekingalpha.com/wsb
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Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25). 

Show links: 
Energy executives worried about Trump's policies, Dallas Fed says
President Trump signs executive order imposing 25% tariffs on foreign-made autos
Bank of America hikes gold price forecast with $3,500 in sight

Episode transcripts: seekingalpha.com/wsb

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