Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
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Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Copyright: © Copyright Seeking Alpha
Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay. (4:46)
Show Notes
Earnings Calendar
Bill Gross warns against buying the dip
Episode transcripts: seekingalpha.com/wsb
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Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25).
Show Notes:
Tesla: A Nuanced Bull/Bear Conversation
Nasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fears
The full list of U.S. tariff rates and the countries targeted
Episode transcripts: seekingalpha.com/wsb
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Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15).
Show Notes:
Nasdaq, S&P, Dow futures slide as tariff driven selloff continues; eyes on labor data
Trump says open to tariff negotiations if offered something 'phenomenal'
Episode transcripts: seekingalpha.com/wsb
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Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump. (2:40)
Show Notes
S&P at risk of another 20% drop
Episode transcripts: seekingalpha.com/wsb
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Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic challenges, sets FY25 sales guidance below street view. (02:31) Japan's Mitsubishi (MSBHF) unveils growth plans, to invest $27 billion over next 3 years. (03:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSLA, NKE, and more
The full list of U.S. tariff rates and the countries targeted
WW International in talks to restructure debt, handing control to bondholders
Meta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJ
Newsmax stock loses steam and gives up gains from post-IPO excitement
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Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42)
Show Notes
BofA picks 9 buys, 1 sell for Q2
Episode transcripts: seekingalpha.com/wsb
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Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Express (AXP) seek to swipe Apple (AAPL) credit card from Mastercard - report. (02:44)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NCNO, TTEC, GRFS and more
CoreWeave rockets on third day of trading after tepid IPO response
Big Pharma drops sharply ahead of Trump’s tariff announcement
Wells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappoint
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OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52)
Show Notes
The best stocks to navigate tariffs
Citi says Apple looking attractive
Episode transcripts: seekingalpha.com/wsb
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Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for AI investments in U.S. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NMAX, PVH, LPRO and more
OpenAI secures $40B funding, valuing ChatGPT maker at $300B
Nvidia-backed CoreWeave given sharply divergent ratings by SA analysts
Li Auto’s Q1 deliveries rise 15% Y/Y
Wall Street Breakfast March survey
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