Wall Street Breakfast

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 CalendarBill Gross warns against buying the dipEpisode 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'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 ConversationNasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war fearsThe full list of U.S. tariff rates and the countries targetedEpisode 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.

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 dataTrump says open to tariff negotiations if offered something 'phenomenal'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.

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 NotesS&P at risk of another 20% 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.

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 moreThe full list of U.S. tariff rates and the countries targetedWW International in talks to restructure debt, handing control to bondholdersMeta's Zuckerberg lobbying President Trump to escape upcoming FTC trial - WSJNewsmax stock loses steam and gives up gains from post-IPO excitementSign 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.

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 NotesBofA picks 9 buys, 1 sell for Q2Episode 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.

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 moreCoreWeave rockets on third day of trading after tepid IPO responseBig Pharma drops sharply ahead of Trump’s tariff announcementWells Fargo warns Tesla could fall 50% after deliveries, earnings, and the Cybercab rollout disappointSign 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.

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 NotesThe best stocks to navigate tariffsCiti says Apple looking attractiveEpisode 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.

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 moreOpenAI secures $40B funding, valuing ChatGPT maker at $300BNvidia-backed CoreWeave given sharply divergent ratings by SA analystsLi Auto’s Q1 deliveries rise 15% Y/YWall Street Breakfast March surveySign 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.

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 NotesIs Apple’s rumored Nvidia server buy a big deal?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.

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.Show links: Biggest stock movers Monday: WRB, NCTYOppenheimer names BDCs likely to hold up even with declining ratesTrump says TikTok deal to close before April 5 deadlineTSM reaffirms pledge to Taiwan with new facility amid US expansion - reportWall Street Breakfast March surveySign 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.

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 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.

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 BCAGameStop slides 25% as Bitcoin buzz flips to investor skepticismStart the tariff engines: What does 'Made in America' mean?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.

Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: LULU, X, and moreAuto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GMTrump administration seeks control over future investments in Ukraine's infrastructure, minerals - reportEurope sales decline is temporary, revamped Model Y can help Tesla - AnalystsHSBC terminated investment bankers on bonus day, didn't pay bonuses: 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.

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 - surveyEpisode 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'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 saysPresident Trump signs executive order imposing 25% tariffs on foreign-made autosBank of America hikes gold price forecast with $3,500 in sightEpisode 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.Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

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.Show links: Biggest stock movers Wednesday: GME, HUMA, and moreTrump may reportedly impose copper tariffs ahead of schedule, futures hit record highCanada halts Tesla rebate payments, moves to block future incentivesStock market selloffs may have ‘washed out’ some buyers: IBKRSign 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.

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 forecastEpisode 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.

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 moreAlibaba sees signs of potential AI bubble in US; plans to resume hiring - reportEnd of the road: Kenworth to discontinue iconic W900 truck after 6 decadesBYD Company’s revenue tops $100 billion in FY24Sign 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.

BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57) Show NotesFord F-150 faces regulatory investigationEpisode 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.