Wall Street Breakfast

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55).Episode transcripts: seekingalpha.com/wsbShow links: Apple shows resiliency in Q2 results, but tariffs weigh on stock: analystsMicrosoft Earnings Call TranscriptWhat analysts are saying about AmazonStarbucks tumbles as analysts push back the turnaround timelineUPS Q1 2025 Earnings Call TranscriptSign 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.

Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, AAPl, RDDT, and moreApple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividendKey takeaways from Reddit's Q1 report, amid double-digit stock gainNvidia discusses concerns about Huawei's AI capability with US lawmakers - reportTrump signs order to end funding for NPR, PBSSign 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.

Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN. (2:56)  Show Notes Kohl’s CEO fired for causeEpisode 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.

Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Trump administration said to be investing $500M on developing universal vaccinesJapanese retail giant Seven & i opens books to Canadian suitor Couche-TardFord said to abandon effort to develop Tesla-like electronic brainSign 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.

Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Bell is the star of Yum! Earnings. (2:49)  Show NotesWells Fargo likes these utilities stocksHouse GOP looks for EV road taxEpisode 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.

Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM)  to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping. (01:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SBUX, SMCI, and moreGeneral Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure riskFed's preferred inflation gauge expected to cool further in MarchStarbucks says behind the scenes its turnaround is brewing as it manages tariff riskSign 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.

Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)  Show Notes Morgan Stanley’s quality stocks to double down onHims & Hers soars on Wegovy dealEpisode 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 set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview: Eyes on international sales amid tariff uncertainties. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NXPI, BP, and moreCanada election: Carney's Liberals win as Trump threats fuel party's comebackInvestors worry Big Oil firms could cut dividends, buybacks as crude prices slideSouthwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating modelSign 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 Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)    Show Notes Chinese tea chain Chagee launches in U.S,

Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19)  CrowdStrike (CRWD) unveils new AI agents for cybersecurity. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TM, AMPY, and moreBig Tech faces high-stakes earnings week amid tariff jittersTrump ties tariffs to potential tax cuts for middle-income earnersShein is said to raise U.S. prices up to 377% with new tariffs loomingSign 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.

Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58)  Show Notes Earnings CalendarDividend 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.

Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30).Episode transcripts: seekingalpha.com/wsbShow links: Netflix Q1 Earnings Call TranscriptFed's Kashkari says resolution of trade frictions would lift economic uncertaintyTrump Playing Chicken With The World?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.

Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: GOOG, INTC, and moreChina mulls exempting select U.S. goods from 125% tariffs - reportAlphabet CEO signals personal ownership optionality for Waymo robotaxisApple to shift assembly of all US iPhones to India by 2026 - 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.

Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).Show Notes:Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to holdTesla Q1 Earnings Call TranscriptStressful Markets, But Lots Of Opportunities In TechEpisode 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.

IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21)  Show NotesTrump reportedly considering auto tariff reliefPBOC governor espouses free tradeNetflix leadership looking at $1T valuationEpisode 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.

Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20).Show Notes:Bessent says full China trade deal may take two to three years - reportLonger-end yields tumble as Trump eases Fed fearsWall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2%Episode 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.

President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50)  Show NotesFutures rally as Trump backs off on replacing PowellFDA spooks bald menEpisode 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.

GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating. (3:22)  Show NotesWhat to make of Amazon after 30% dropEpisode 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.

DoJ says Google must be prevented from using AI to boost online search supremacy.  (00:21) China's Nio delays Europe launch of Firefly EV citing challenges. (01:36) FDA suspends milk quality testing due to staffing reductions. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVO, MEDP, and moreTrump sees Walmart, Target, Home Depot chief executives at White House for tariff meetingU.S. pushes India for full ecommerce market access for trade deal - reportNovo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipronSign 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 dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession. (3:04)Show NotesChipotle to open in MexicoEpisode 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.