Wall Street Breakfast

Latest Episodes:

Goldman Sachs gets more bearish on stocks Mar 31, 2025

Show notes

Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55)
Show Notes
Is Apple’s rumored Nvidia server buy a big deal?
Episode transcripts: seekingalpha.com/wsb
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Chinese tech stops slip Mar 31, 2025

Show notes

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet. (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: WRB, NCTY
Oppenheimer names BDCs likely to hold up even with declining rates
Trump says TikTok deal to close before April 5 deadline
TSM reaffirms pledge to Taiwan with new facility amid US expansion - report
Wall Street Breakfast March survey
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Tariff D-Day arrives as stagflation fears rise Mar 30, 2025

Show notes

Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Tariffs, tech sluggishness, gold, bitcoin, and inflation Mar 28, 2025

Show notes

Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold, Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20).
Show links:
The US will not enter a ‘demand-driven’ recession – says BCA
GameStop slides 25% as Bitcoin buzz flips to investor skepticism
Start the tariff engines: What does 'Made in America' mean?
Episode transcripts: seekingalpha.com/wsb
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Coffee prices poised to perk up Mar 28, 2025

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Gold's relentless march up Mar 27, 2025

Show notes

Gold sets a new intraday record as Wall Street adjusts its forecasts. (0:15) Roku gets a vote of confidence. (3:24) Wall Street bonuses jump 30% to nearly $245K. (3:45)
Show Notes
‘Market crash’ on horizon - survey
Episode transcripts: seekingalpha.com/wsb
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More Trump Tariffs Mar 27, 2025

Show notes

Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold poised to rise (4:25).
Show links:
Energy executives worried about Trump's policies, Dallas Fed says
President Trump signs executive order imposing 25% tariffs on foreign-made autos
Bank of America hikes gold price forecast with $3,500 in sight
Episode transcripts: seekingalpha.com/wsb
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U.S. expands blacklist, tightens tech grip on China Mar 26, 2025

Show notes

US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: GME, HUMA, and more
Trump may reportedly impose copper tariffs ahead of schedule, futures hit record high
Canada halts Tesla rebate payments, moves to block future incentives
Stock market selloffs may have ‘washed out’ some buyers: IBKR
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Maserati sets autonomous driving speed record Mar 25, 2025

Show notes

Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)
Show Notes
Vanguard cuts U.S. growth forecast
Episode transcripts: seekingalpha.com/wsb
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Shell pledges bigger buybacks, tighter spending Mar 25, 2025

Show notes

Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: DJT, KBH, and more
Alibaba sees signs of potential AI bubble in US; plans to resume hiring - report
End of the road: Kenworth to discontinue iconic W900 truck after 6 decades
BYD Company’s revenue tops $100 billion in FY24
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