Wall Street Breakfast

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).Episode transcripts: seekingalpha.com/wsbShow links: Musk And Trump Fight Goes Off The RailsBroadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand acceleratesSign 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.

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: TSLA, DOCU, and moreAmazon set to test AI-powered humanoid robots for deliveries - reportRent the Runway's refreshed inventory lures in new shoppersDocuSign crashes as company lowers full-year billings guidanceSign 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 stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)  Show NotesETF inflows surgeEpisode 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.

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MDB, TOPS, and moreTrump signs travel ban for citizens from 12 countries, citing security concernsCanada to hold off response on higher U.S. metals tariffsGlobal energy investment to touch record $3.3 trillion in 2025, IEA saysSign 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 IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50)  Show NotesHighest-conviction picks from JefferiesEpisode 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.

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CRWD, HPE, and moreTrump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falterWells Fargo's asset cap is lifted by Federal Reserve after seven yearsCapital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'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.

Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)  Show NotesMeta buying nuclear powerIs the tech rally vulnerable?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.

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: CRDO, BMBL, and moreU.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - reportToyota Industries receives take-private offer from Group companiesHuawei sets June 11 launch date for Pura 80 series smartphonesSign 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.

Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax. (2:43)Show NotesNew AI stock darling Nebius looks to raise cashMorgan Stanley still bullish on U.S. exceptionalismEpisode 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 Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Samsung said to be close to wide-ranging deal with Perplexity for AI featuresAsian steelmaker stocks fall as Trump moves to double U.S. metal tariffsChina 'firmly rejects' Trump's accusation on Geneva trade deal breachSign 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.

May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point. (5:24)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.

Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).Show Notes:Wall Street ekes out gain, bonds rally after weak GDP dataCostco outpaces Walmart and Target again in the U.S.Salesforce Q1 Earnings Call TranscriptEpisode 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.

Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: MRVL, PATH, GAP, and moreCostco outpaces Walmart and Target again in the U.S.SEC ends legal battle with top crypto exchange BinanceNvidia, Dell to provide new supercomputer to US Department of EnergyBessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh inSign 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 Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)  Show NotesNow might be the time for this ultimate contrarian tradeEpisode 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.

Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, AI, and moreU.S. pauses exports of airplane engine tech to China - reportGoogle starts direct online sales in India of Pixel smartphonesTesla eyes June 12 as the launch date for its robotaxi service in AustinSign 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.

Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: OKTA, BOX, and moreSpaceX's Starship loses control mid-flight, 30 minutes after launchTexas governor signs law mandating age verification on Apple and Google app storesBox outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentumSign 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 (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: INFA, PRTA, and moreTrump says US Steel will remain under American control with Nippon dealSA Asks: What are the best robotaxi stocks right now?Trump’s $175B missile shield is said to face steep tech, budgetary challengesSign 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.

Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)  Show NotesEarnings CalendarThe ticking fiscal time bombEpisode 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.

Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30).Show Notes:Target Q1 Earnings Call TranscriptTech Stocks - Focus On What Management Isn't Talking AboutEpisode 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.

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: WDAY, INTU, and moreJapan could trigger a ‘global financial market Armageddon’ – SGSupreme Court preserves Fed independence, lets Trump shake up other agenciesNuclear names surge as Trump set to sign orders to boost industrySign 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.