Wall Street Breakfast

Latest Episodes:

GlobalWafers commits $7.5B to U.S. growth May 16, 2025

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GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: SPCE, AMAT, and more
Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate
Trump, UAE president unveil new 5GW AI campus in Abu Dhabi
CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation
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Walmart warns of higher prices even with lower tariffs May 15, 2025

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WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03)
Show Notes
The signposts for market stability
Episode transcripts: seekingalpha.com/wsb
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Medicare probe hits UnitedHealth shares May 15, 2025

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Big tech strikes oil May 14, 2025

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Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29)
Show Notes
‘Gandalf’ calls crypto ‘rat poison’
Episode transcripts: seekingalpha.com/wsb
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Foxconn profit jumps, but tariffs cast a shadow May 14, 2025

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Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: SMCI, SONY, and more
Tesla may get new pay package for CEO Elon Musk - report
EU said to weigh higher tariffs on Ukrainian imports to protect its farmers
Nvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swells
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Inflation shows little tariff impact May 13, 2025

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The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)
Show Notes
Goldman Sachs boosts
S&P target in wake of tariff détente
Episode transcripts: seekingalpha.com/wsb
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FedEx lands Amazon deal as UPS scales back May 13, 2025

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Markets react as U.S., China call tariff timeout May 12, 2025

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U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Magnificent Seven, and more
Top EV battery maker CATL seeks to raise $4B in Hong Kong listing
Bear market is over, new bull will be a grind, not a moonshot: Evercore ISI
Earnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and more
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The stock market remains undefeated May 11, 2025

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Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.
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Masters In Business
Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates
Trump says China wants to make a trade deal, open to lowering tariffs if talks go well
Episode transcripts: seekingalpha.com/wsb
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Boots, Beats & Billion-Dollar Brands May 10, 2025

Show notes

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.
Episode transcripts seekingalpha.com/wsb.
Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call Transcript
Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript
Boot Barn is tipped by BTIG to be a retail sector outperformer
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