Wall Street Breakfast

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 Business Trump calls Fed chair Powell a 'fool' after central bank stands pat on rates Trump says China wants to make a trade deal, open to lowering tariffs if talks go well 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.

Transcribed - Published: 11 May 2025

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 Transcript Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript Boot Barn is tipped by BTIG to be a retail sector outperformer 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.

Transcribed - Published: 10 May 2025

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25). Episode transcripts: seekingalpha.com/wsb Show links:  AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements US-UK trade deal to increase access to billions of dollars of US products, Trump says Trump suggests cutting China tariffs to 80% 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.

Transcribed - Published: 9 May 2025

British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler. (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: PINS, AFRM, and more Nvidia to downgrade H20 chips for China after U.S. export restrictions - report VanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - report 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.

Transcribed - Published: 9 May 2025

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode. Episode transcripts: seekingalpha.com/wsb Show links: U.S. GDP contracts in Q1 as imports swell, price index jumps President Trump says Q1 GDP actually rose when excluding imports 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.

Transcribed - Published: 8 May 2025

U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and more Trump set to unveil trade deal with UK on Thursday - report Alphabet shares tumble as Apple exec expresses search concerns Costco reports a 7% increase in U.S. comparable sales despite a negative calendar effect 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.

Transcribed - Published: 8 May 2025

Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55)   Show Notes Disney announces Abu Dhabi theme park 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.

Transcribed - Published: 7 May 2025

WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: SMCI, UPST, and more Trump teases 'very, very big' announcement, says 'not necessarily' on trade Super Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutions Amazon's Zoox issues software recall, plans to scale up robotaxi production 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.

Transcribed - Published: 7 May 2025

The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17) Show Notes  Palantir gets big backing from Wall Street analysts BofA gets bullish on energy 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.

Transcribed - Published: 6 May 2025

Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: PLTR, F, and more DoorDash to buy UK food delivery firm Deliveroo for $3.9B Ford falls after pulling full-year guidance, warning of a $1.5B tariff hit India proposes zero-for-zero tariff deal on U.S. auto parts, steel - report 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.

Transcribed - Published: 6 May 2025

Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buyout offer. (3:19)   Show Notes  Equity ETFs are still hot despite market waves 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.

Transcribed - Published: 5 May 2025

Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50). Show Notes:  Taiwan dollar surges amid global trade drama Tyson Foods backs full-year guidance as it skips any mention of tariff or economic pressures Stock index futures in red as investors brace for Fed's upcoming rate decision 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.

Transcribed - Published: 5 May 2025

The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market? (3:56) Show Notes  Earnings Calendar Dividend Roundup 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.

Transcribed - Published: 4 May 2025

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/wsb Show links:  Apple shows resiliency in Q2 results, but tariffs weigh on stock: analysts Microsoft Earnings Call Transcript What analysts are saying about Amazon Starbucks tumbles as analysts push back the turnaround timeline UPS Q1 2025 Earnings Call Transcript 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.

Transcribed - Published: 2 May 2025

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 more Apple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividend Key takeaways from Reddit's Q1 report, amid double-digit stock gain Nvidia discusses concerns about Huawei's AI capability with US lawmakers - report Trump signs order to end funding for NPR, PBS 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.

Transcribed - Published: 2 May 2025

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 cause 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.

Transcribed - Published: 1 May 2025

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 vaccines Japanese retail giant Seven & i opens books to Canadian suitor Couche-Tard Ford said to abandon effort to develop Tesla-like electronic brain 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.

Transcribed - Published: 1 May 2025

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 Notes Wells Fargo likes these utilities stocks House GOP looks for EV road tax 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.

Transcribed - Published: 30 April 2025

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 more General Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure risk Fed's preferred inflation gauge expected to cool further in March Starbucks says behind the scenes its turnaround is brewing as it manages tariff risk 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.

Transcribed - Published: 30 April 2025

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 on Hims & Hers soars on Wegovy 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.

Transcribed - Published: 29 April 2025

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 more Canada election: Carney's Liberals win as Trump threats fuel party's comeback Investors worry Big Oil firms could cut dividends, buybacks as crude prices slide Southwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating model 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.

Transcribed - Published: 29 April 2025

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,

Transcribed - Published: 28 April 2025

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 more Big Tech faces high-stakes earnings week amid tariff jitters Trump ties tariffs to potential tax cuts for middle-income earners Shein is said to raise U.S. prices up to 377% with new tariffs looming 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.

Transcribed - Published: 28 April 2025

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 Calendar Dividend Roundup 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.

Transcribed - Published: 27 April 2025

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/wsb Show links:  Netflix Q1 Earnings Call Transcript Fed's Kashkari says resolution of trade frictions would lift economic uncertainty Trump 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.

Transcribed - Published: 25 April 2025

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 more China mulls exempting select U.S. goods from 125% tariffs - report Alphabet CEO signals personal ownership optionality for Waymo robotaxis Apple to shift assembly of all US iPhones to India by 2026 - report 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.

Transcribed - Published: 25 April 2025

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 hold Tesla Q1 Earnings Call Transcript Stressful Markets, But Lots Of Opportunities In Tech 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.

Transcribed - Published: 24 April 2025

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 Notes Trump reportedly considering auto tariff relief PBOC governor espouses free trade Netflix leadership looking at $1T valuation 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.

Transcribed - Published: 24 April 2025

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 - report Longer-end yields tumble as Trump eases Fed fears Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2% 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.

Transcribed - Published: 23 April 2025

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 Notes Futures rally as Trump backs off on replacing Powell FDA spooks bald men 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.

Transcribed - Published: 23 April 2025

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 Notes What to make of Amazon after 30% drop 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.

Transcribed - Published: 22 April 2025

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 more Trump sees Walmart, Target, Home Depot chief executives at White House for tariff meeting U.S. pushes India for full ecommerce market access for trade deal - report Novo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipron 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.

Transcribed - Published: 22 April 2025

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 Notes Chipotle to open in Mexico 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.

Transcribed - Published: 21 April 2025

Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets dropped by China. (01:45) Nvidia (NVDA) CEO pushes for more power generation in Japan visit to meet AI's needs - report. (02:33) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: TSLA, NFLX, and more China warns against U.S. side deals, threatens retaliation if interests are compromised U.S. dollar drops to lowest since Feb 2022 over concerns of Fed independence Trump economic approval rating hits new low - CNBC 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.

Transcribed - Published: 21 April 2025

Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12)   Show Notes  Earnings Calendar 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.

Transcribed - Published: 20 April 2025

Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48) Show Notes The market is still too rosy on the economy Apple gets a vote of confidence 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.

Transcribed - Published: 17 April 2025

SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart driving' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: TSM, AA, and more Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S. CBP says $500 million collected in reciprocal tariffs since April 5 Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth 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.

Transcribed - Published: 17 April 2025

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11)   Show Notes The bad idea of creating a recession to lower rates 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.

Transcribed - Published: 16 April 2025

U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup, calls for CEO to step down - report. (03:00) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: ASML, UAL, and more United beats FQ1 estimates but issues profit warning if economy stalls AST SpaceMobile seesaws amid takeover, contract speculation Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation 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.

Transcribed - Published: 16 April 2025

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome. (5:01)   Show Notes What history shows us about tariffs and earnings 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.

Transcribed - Published: 15 April 2025

China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030: report. (02:20) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: ERIC, BA, and more New tariffs? U.S. probes pharma, chip imports' impact on national security SA Asks: How will higher tariffs impact Disney? AMD to make CPU chips at TSMC's Arizona plant 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.

Transcribed - Published: 15 April 2025

The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)   Show Notes 50 most liquid stocks 50 least liquid stocks 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.

Transcribed - Published: 14 April 2025

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Tech stocks, and more Which stocks are least liquid? Goldman Sachs lists 50 of them Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz China suspends rare earth exports as trade war with U.S. escalates - report 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.

Transcribed - Published: 14 April 2025

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)   Show Notes Earnings Calendar Most liquid stocks Least liquid stocks 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.

Transcribed - Published: 13 April 2025

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: NVS, JOBY, and more FDA to phase out animal testing requirement, adopt AI methods U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE 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.

Transcribed - Published: 11 April 2025

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink,  ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00) Show Notes Get DoorDash from a robot 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.

Transcribed - Published: 10 April 2025

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 more Google reiterates $75B spending plan for data centers amid tariff woes Former Treasury secretary Summers says govt 'rightly scared after collapsing markets' EU said to weigh buying more U.S. gas, but green transition still in focus 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.

Transcribed - Published: 10 April 2025

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11)   Show Notes China boosts tariffs on U.S. 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.

Transcribed - Published: 9 April 2025

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: BTU, CALM, and more Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security Trump says TSMC would face 100% tax if it doesn't build in U.S. Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs 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.

Transcribed - Published: 9 April 2025

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls. (2:12)   Show Notes Apple Stores see iPhone ‘panic selling.’ The Curious Case of Rising Treasury Yields Small-cap picks that can outperform 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.

Transcribed - Published: 8 April 2025