Wall Street Breakfast

Latest Episodes:

Goldman sees oil sliding into 2026 Apr 14, 2025

Show notes

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Tech stocks, and more
Which stocks are least liquid? Goldman Sachs lists 50 of them
Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz
China suspends rare earth exports as trade war with U.S. escalates - report
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What gets a tariff break? Apr 13, 2025

Show notes

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)
Show Notes
Earnings Calendar
Most liquid stocks
Least liquid stocks
Episode transcripts: seekingalpha.com/wsb
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China hits back with 125% tariffs Apr 11, 2025

Show notes

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: NVS, JOBY, and more
FDA to phase out animal testing requirement, adopt AI methods
U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy
Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE
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Amazon navigates trade war world Apr 10, 2025

Show notes

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink, ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00)
Show Notes
Get DoorDash from a robot
Episode transcripts: seekingalpha.com/wsb
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TSMC revenue surges on pre-tariff rush Apr 10, 2025

Show notes

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: DJT, X, and more
Google reiterates $75B spending plan for data centers amid tariff woes
Former Treasury secretary Summers says govt 'rightly scared after collapsing markets'
EU said to weigh buying more U.S. gas, but green transition still in focus
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Stocks to the moon as Trump backs off trade war (except for China) Apr 09, 2025

Show notes

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11)
Show Notes
China boosts tariffs on U.S.
Episode transcripts: seekingalpha.com/wsb
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Easter spending to hop to $23.6B despite uncertainty Apr 09, 2025

Show notes

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: BTU, CALM, and more
Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security
Trump says TSMC would face 100% tax if it doesn't build in U.S.
Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs
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Musk reportedly asked Trump to reverse tariffs Apr 08, 2025

Show notes

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls. (2:12)
Show Notes
Apple Stores see iPhone ‘panic selling.’
The Curious Case of Rising Treasury Yields
Small-cap picks that can outperform
Episode transcripts: seekingalpha.com/wsb
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Medicare bump lifts insurers Apr 08, 2025

Show notes

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to 'fight to the end' against new U.S. tariffs, escalating the trade dispute. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: Health insurers stocks, and more
Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay
Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal
BlackRock’s Fink sees ‘buying opportunity’ during market selloff
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Bears and bulls battle it out in wild trading Apr 07, 2025

Show notes

Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41)
Show Notes
Trump threatens 50% more tariffs on China
MicroStrategy announces major digital loss
Episode transcripts: seekingalpha.com/wsb
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