Wall Street Breakfast

US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GME, HUMA, and more
Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high
Canada halts Tesla rebate payments, moves to block future incentives
Stock market selloffs may have ‘washed out’ some buyers: IBKR

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Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)  

Show Notes 
Vanguard cuts U.S. growth forecast

Episode transcripts: seekingalpha.com/wsb
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Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: DJT, KBH, and more
Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report
End of the road: Kenworth to discontinue iconic W900 truck after 6 decades
BYD Company’s revenue tops $100 billion in FY24

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BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57)
 
Show Notes
Ford F-150 faces regulatory investigation

Episode transcripts: seekingalpha.com/wsb
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23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta’s (META) $800 million offer - report. (02:24)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: TSLA, SMCI, and more
International names dominate list of cheap stocks with strong momentum
AI boom echoes dot-com bubble, but with key differences: Bloomberg
Luxury cars face biggest challenges from Trump's tariffs, WSJ reports

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The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)

Show Notes
Stocks that weather downturns the best
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).

Episode transcripts: seekingalpha.com/wsb

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Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference

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Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: Quantum stocks, FDX, and more
Trump to announce new Air Force contract for next-gen fighter jet
Nvidia teams up with French quantum computing start-up Pasqal
FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation

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The CoreWeave $26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45) 

Show Notes
Nearly all the AI valuation premium is gone

Episode transcripts: seekingalpha.com/wsb
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NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: YY, FIVE, and more
Trump calls on Fed to cut rates as tariffs start to 'ease' into economy
Musk’s X raises almost $1 billion in new equity funding - report
Gold extends rally after Fed holds the line on interest rates

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