Wall Street Breakfast

Latest Episodes:

Warren Buffett stepping down May 04, 2025

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The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market? (3:56)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Earnings dilute tariff concerns May 02, 2025

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Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55).
Episode transcripts: seekingalpha.com/wsb
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Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts
Microsoft Earnings Call Transcript
What analysts are saying about Amazon
Starbucks tumbles as analysts push back the turnaround timeline
UPS Q1 2025 Earnings Call Transcript
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Amazon tops expectations, issues cautious outlook May 02, 2025

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Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: AMZN, AAPl, RDDT, and more
Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend
Key takeaways from Reddit's Q1 report, amid double-digit stock gain
Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report
Trump signs order to end funding for NPR, PBS
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McDonald's posts biggest U.S. sales drop since pandemic May 01, 2025

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Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN. (2:56)
Show Notes
Kohl’s CEO fired for cause
Episode transcripts: seekingalpha.com/wsb
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Meta, Microsoft soar on AI, cloud strength May 01, 2025

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Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00)
Episode transcripts seekingalpha.com/wsb.
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Trump administration said to be investing $500M on developing universal vaccines
Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard
Ford said to abandon effort to develop Tesla-like electronic brain
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U.S. GDP contracts for first time since 2022 Apr 30, 2025

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Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Bell is the star of Yum! Earnings. (2:49)
Show Notes
Wells Fargo likes these utilities stocks
House GOP looks for EV road tax
Episode transcripts: seekingalpha.com/wsb
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Sony rallies on semi spin-off buzz Apr 30, 2025

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White House blasts idea of listing tariff costs Apr 29, 2025

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Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)
Show Notes
Morgan Stanley’s quality stocks to double down on
Hims & Hers soars on Wegovy deal
Episode transcripts: seekingalpha.com/wsb
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