Wall Street Breakfast

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)  Show NotesThe most crowded hedge fund longsEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNOW, URBN, and moreMicrosoft files legal action against malware Lumma StealerFormer Apple exec Jony Ive joins OpenAI in $6.5B blockbuster dealSnowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovationSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20)Show Notes Man United bears rooting for SpursEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy: report. (03:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PANW, TOL, and moreElon Musk on robots, litigious shareholders, and AISA Asks: Can retailers afford to eat tariff costs?Kraft Heinz considering strategic options to unlock valueSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)   Show NotesMickey Mouse joins F1Episode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ASAN, ASPI, and moreFed likely to stay in wait-and-see mode till at least SeptemberAlphabet's Waymo cleared to expand robotaxi service in Bay AreaIntel mulls sale of networking and edge unit - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)  Show NotesCostco’s sales of Kirkland brand rival Lowe’s and P&GEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate. (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto stocks, and moreTrump warns Walmart not to blame tariffs for higher pricesAnt Group's overseas unit brings in $3 billion ahead of spinoff - reportNvidia in advanced talks to invest in PsiQuantum- a quantum computing company - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29)  Show NotesWe’re seeing the fastest Fed-driven housing slowdown everDividend RoundupEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05).Show Notes:Can UnitedHealth turn it around?Walmart Q1 2026 earnings call transcriptShopify targets sustained growthSaudi Arabia AI deals were 'bullish eye opener' for tech investorsEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SPCE, AMAT, and moreDoximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerateTrump, UAE president unveil new 5GW AI campus in Abu DhabiCAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovationSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03)  Show NotesThe signposts for market stabilityEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to hand over Berkshire's reins - report. (01:59)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, BNGO, and moreTrump asks Apple to stop moving iPhone manufacturing to India - reportThe Monopoly ETF, a new SEC filing that targets market titansChina lifts curbs on export of rare earth minerals to the U.S.Why Dick's Sporting Goods may be getting a good deal if it buys Foot Locker at a premiumSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29)  Show Notes‘Gandalf’ calls crypto ‘rat poison’Episode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the first time. (03:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, SONY, and moreTesla may get new pay package for CEO Elon Musk - reportEU said to weigh higher tariffs on Ukrainian imports to protect its farmersNvidia CEO pay jumps to nearly $50M amid AI-driven growth, net worth swellsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)  Show NotesGoldman Sachs boosts S&P target in wake of tariff détenteEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shares surge 9% after hours. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: COIN, HTZ, and moreInflation expected to firm up in April's CPI printU.S. announces $1.45B arms sales to UAE ahead of Trump's Middle East tripU.S. reduces China 'de minimis' tariff rate to 54% from 120%India moves to retaliate against Trump’s tariffs amid trade talksMcDonald's bets on growth with plans for 375K new hires - updateSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to cut drug prices in the U.S. by up to 80%. (02:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Magnificent Seven, and moreTop EV battery maker CATL seeks to raise $4B in Hong Kong listingBear market is over, new bull will be a grind, not a moonshot: Evercore ISIEarnings week ahead: PLUG, CSCO, WMT, BABA, AMAT, JD, TCEHY, and moreSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50) Our full interview with Barry will be up Monday morning on Investing Experts.Show links: Masters In BusinessTrump calls Fed chair Powell a 'fool' after central bank stands pat on ratesTrump says China wants to make a trade deal, open to lowering tariffs if talks go wellEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.Episode transcripts seekingalpha.com/wsb.Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call TranscriptUlta Beauty, Inc. (ULTA) Q4 2024 Earnings Call TranscriptBoot Barn is tipped by BTIG to be a retail sector outperformerSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.