Wall Street Breakfast

Latest Episodes:

First look at the tariff job market Jun 01, 2025

Show notes

May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)
Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Wall Street Roundup: The fog of tariffs May 30, 2025

Show notes

Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).
Show Notes:
Wall Street ekes out gain, bonds rally after weak GDP data
Costco outpaces Walmart and Target again in the U.S.
Salesforce Q1 Earnings Call Transcript
Episode transcripts: seekingalpha.com/wsb
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Big tech, big rulings, big rebounds May 30, 2025

Show notes

Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: MRVL, PATH, GAP, and more
Costco outpaces Walmart and Target again in the U.S.
SEC ends legal battle with top crypto exchange Binance
Nvidia, Dell to provide new supercomputer to US Department of Energy
Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in
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How Trump can bring back tariffs May 29, 2025

Show notes

Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)
Show Notes
Now might be the time for this ultimate contrarian trade
Episode transcripts: seekingalpha.com/wsb
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Judges Check Trump’s Trade Authority May 29, 2025

Show notes

Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: NVDA, AI, and more
U.S. pauses exports of airplane engine tech to China - report
Google starts direct online sales in India of Pixel smartphones
Tesla eyes June 12 as the launch date for its robotaxi service in Austin
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Shein reportedly aims for Hong Kong debut May 28, 2025

Show notes

Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: OKTA, BOX, and more
SpaceX's Starship loses control mid-flight, 30 minutes after launch
Texas governor signs law mandating age verification on Apple and Google app stores
Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum
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Tesla sales tumble in Europe May 27, 2025

Show notes

Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: INFA, PRTA, and more
Trump says US Steel will remain under American control with Nippon deal
SA Asks: What are the best robotaxi stocks right now?
Trump’s $175B missile shield is said to face steep tech, budgetary challenges
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Nvidia earnings look make or break for market May 25, 2025

Show notes

Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)
Show Notes
Earnings Calendar
The ticking fiscal time bomb
Episode transcripts: seekingalpha.com/wsb
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Wall Street Roundup: retail earnings, Reddit volatility, AI momentum May 23, 2025

Show notes

Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30).
Show Notes:
Target Q1 Earnings Call Transcript
Tech Stocks - Focus On What Management Isn't Talking About
Episode transcripts: seekingalpha.com/wsb
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Banking titans in early talks for shared stablecoin May 23, 2025

Show notes

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: WDAY, INTU, and more
Japan could trigger a ‘global financial market Armageddon’ – SG
Supreme Court preserves Fed independence, lets Trump shake up other agencies
Nuclear names surge as Trump set to sign orders to boost industry
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