Wall Street Breakfast

Latest Episodes:

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.
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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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Greenback takes it on the chin Apr 21, 2025

Show notes

The dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04)
Show Notes
Chipotle to open in Mexico
Episode transcripts: seekingalpha.com/wsb
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Airbus delays hydrogen jet by a decade Apr 21, 2025

Show notes

Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: TSLA, NFLX, and more
China warns against U.S. side deals, threatens retaliation if interests are compromised
U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence
Trump economic approval rating hits new low - CNBC
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Tesla and Google earnings ahead Apr 20, 2025

Show notes

Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12)
Show Notes
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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Eli Lilly sees weight loss pill success Apr 17, 2025

Show notes

Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48)
Show Notes
The market is still too rosy on the economy
Apple gets a vote of confidence
Episode transcripts: seekingalpha.com/wsb
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Analysts weigh Meta’s future without Instagram, WhatsApp Apr 17, 2025

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Retail sales ramp up ahead of tariffs Apr 16, 2025

Show notes

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11)
Show Notes
The bad idea of creating a recession to lower rates
Episode transcripts: seekingalpha.com/wsb
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Nvidia to take $5.5B hit on H20 chip Apr 16, 2025

Show notes

U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup, calls for CEO to step down - report. (03:00)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: ASML, UAL, and more
United beats FQ1 estimates but issues profit warning if economy stalls
AST SpaceMobile seesaws amid takeover, contract speculation
Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation
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Banks cashing in on a volatile market Apr 15, 2025

Show notes

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome. (5:01)
Show Notes
What history shows us about tariffs and earnings
Episode transcripts: seekingalpha.com/wsb
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