Wall Street Breakfast

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.Show links: Biggest stock movers Thursday: DJT, X, and moreGoogle reiterates $75B spending plan for data centers amid tariff woesFormer Treasury secretary Summers says govt 'rightly scared after collapsing markets'EU said to weigh buying more U.S. gas, but green transition still in focusSign 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.