Wall Street Breakfast

Latest Episodes:

Optimistic with an asterisk May 09, 2025

Show notes

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).
Episode transcripts: seekingalpha.com/wsb
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AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%
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IAG fuels fleet with Boeing, Airbus buys May 09, 2025

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Why Q1 GDP was actually really good May 08, 2025

Show notes

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.
Episode transcripts: seekingalpha.com/wsb
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U.S. GDP contracts in Q1 as imports swell, price index jumps
President Trump says Q1 GDP actually rose when excluding imports
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Energy firms oppose U.S. ship mandate May 08, 2025

Show notes

U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more
Trump set to unveil trade deal with UK on Thursday - report
Alphabet shares tumble as Apple exec expresses search concerns
Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect
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Fed in a big hurry to do nothing May 07, 2025

Show notes

Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55)
Show Notes
Disney announces Abu Dhabi theme park
Episode transcripts: seekingalpha.com/wsb
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WW International declares Chapter 11 May 07, 2025

Show notes

WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: SMCI, UPST, and more
Trump teases 'very, very big' announcement, says 'not necessarily' on trade
Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions
Amazon's Zoox issues software recall, plans to scale up robotaxi production
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Pony AI and Uber team up May 06, 2025

Show notes

The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)
Show Notes
Palantir gets big backing from Wall Street analysts
BofA gets bullish on energy
Episode transcripts: seekingalpha.com/wsb
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Wicked, Hot Wheels drive sales as Mattel preps price hikes May 06, 2025

Show notes

Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: PLTR, F, and more
DoorDash to buy UK food delivery firm Deliveroo for $3.9B
Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit
India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report
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Tariffs hit Hollywood May 05, 2025

Show notes

Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buyout offer. (3:19)
Show Notes
Equity ETFs are still hot despite market waves
Episode transcripts: seekingalpha.com/wsb
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Bracing for Fed's upcoming decision May 05, 2025

Show notes

Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50).
Show Notes:
Taiwan dollar surges amid global trade drama
Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures
Stock index futures in red as investors brace for Fed's upcoming rate decision
Episode transcripts: seekingalpha.com/wsb
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