Wall Street Breakfast

Latest Episodes:

Huawei preps AI chip to challenge Nvidia: report Apr 28, 2025

Show notes

Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19) CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: TM, AMPY, and more
Big Tech faces high-stakes earnings week amid tariff jitters
Trump ties tariffs to potential tax cuts for middle-income earners
Shein is said to raise U.S. prices up to 377% with new tariffs looming
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Apple, Microsoft, Meta and Amazon, oh my Apr 27, 2025

Show notes

Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Earnings dominating but don't sleep on economic data Apr 25, 2025

Show notes

Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30).
Episode transcripts: seekingalpha.com/wsb
Show links:
Netflix Q1 Earnings Call Transcript
Fed's Kashkari says resolution of trade frictions would lift economic uncertainty
Trump Playing Chicken With The World?
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High costs ground summer travel plans Apr 25, 2025

Show notes

Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: GOOG, INTC, and more
China mulls exempting select U.S. goods from 125% tariffs - report
Alphabet CEO signals personal ownership optionality for Waymo robotaxis
Apple to shift assembly of all US iPhones to India by 2026 - report
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Tesla the story of the week Apr 24, 2025

Show notes

Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).
Show Notes:
Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold
Tesla Q1 Earnings Call Transcript
Stressful Markets, But Lots Of Opportunities In Tech
Episode transcripts: seekingalpha.com/wsb
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IBM fails to shake DOGE worries Apr 24, 2025

Show notes

IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21)
Show Notes
Trump reportedly considering auto tariff relief
PBOC governor espouses free trade
Netflix leadership looking at $1T valuation
Episode transcripts: seekingalpha.com/wsb
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Bessent comments on China tariffs Apr 23, 2025

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Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20).
Show Notes:
Bessent says full China trade deal may take two to three years - report
Longer-end yields tumble as Trump eases Fed fears
Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2%
Episode transcripts: seekingalpha.com/wsb
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Bulls cheer Trump-Powell detente, Elon-Tesla reunion Apr 23, 2025

Show notes

President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50)
Show Notes
Futures rally as Trump backs off on replacing Powell
FDA spooks bald men
Episode transcripts: seekingalpha.com/wsb
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Tariff risk flagged as earnings season heats up Apr 22, 2025

Show notes

GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating. (3:22)
Show Notes
What to make of Amazon after 30% drop
Episode transcripts: seekingalpha.com/wsb
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DoJ targets Google’s AI edge in search Apr 22, 2025

Show notes

DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NVO, MEDP, and more
Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting
U.S. pushes India for full ecommerce market access for trade deal - report
Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron
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