Wall Street Breakfast

Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: NKE, TM, and more SA Asks: What are the best crypto stocks right now? Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade Enphase Energy surges to top of S&P 500 on solar tax credit optimism 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.

Published: 27 June 2025

The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11) Show Notes Palantir signs deal with The Nuclear Company JetBlue’s second-largest investor threatens to sell 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: 26 June 2025

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: FUL, KTOS, and more Meta recruits three OpenAI researchers for superintelligence push - WSJ Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices AT&T executives advocate shifting from copper landlines to fiber 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: 26 June 2025

Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51) Show Notes Nvidia gest new Street-high price target 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: 25 June 2025

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed Top 10 S&P 500 performers year-to-date as the index nears record high 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 June 2025

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04) Show Notes Oil prices sink on Iran export expectations Doughnut divorce Speeding Tesla robotaxis 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 June 2025

The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: TDOC, CHWY, and more China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-official says Tesla robotaxis violate traffic laws, spark federal scrutiny UK's competition regulator proposes new status for Google in search to increase control 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 June 2025

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: TSLA, NTRS, and more DeepSeek aids China’s military, evades export controls - report Chinese chip designer Montage Technology reportedly hires banks for $1 billion Hong Kong IPO Retail investors cool on big tech after spring rebound, WSJ reports 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 June 2025

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: CRCL, GMS, and more Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report BBC threatens legal action versus Perplexity over alleged use of content to train AI models - 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: 20 June 2025

Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12) 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: 19 June 2025

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05). Show Notes: Housing starts plunge more than expected in May, building permits also drop Netflix quietly slides into live TV business via partnership with France's TF1 Alibaba-backed MiniMax mulls Hong Kong IPO - report Marvell rises as analysts praise custom AI event announcements 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: 18 June 2025

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)   Show Notes Hexagon launches new humanoid robot What is MiniMax? X sues New York 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: 18 June 2025

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)    Show Notes The 5 mega forces driving equity conditions 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 June 2025

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: Solar stocks, and more G7 Summit: Leaders said to draft strategy to secure critical mineral supply Eli Lilly nears $1.3B deal for Verve Therapeutics - report U.S. and UK reach tariffs deal at G7, steel imports unresolved 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 June 2025

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)   Show Notes  The Fed ‘hates’ Trump’s policies 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 June 2025

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: SRPT, CSCO, and more What are stablecoins? U.S. pushes Vietnam to reduce reliance on Chinese tech - report Japan, Europe and China tipped to outperform U.S. stocks over next decade 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 June 2025

Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)   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: 15 June 2025

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Show links:  Will War Trigger A Bear Market And Spike In Oil? Will Macroeconomic Shocks Lead To Business Cycle Recession? War Scenarios: A Guide For Investors Episode transcripts: seekingalpha.com/wsb Get 20% off James' Successful Portfolio Strategy 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 June 2025

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025. Show links:  Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint Is the IPO market back? Market Pricing In Status Quo 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 June 2025

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike Oracle stock surge bumps Larry Ellison to world's second richest person Air India crash is likely to draw scrutiny to airplane configuration at take-off 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 June 2025

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)   Show Notes A.I. Joe – The Unreal American Hero BlackRock looks to dominate crypto 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: 12 June 2025

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: ORCL, OKLO, and more Huawei ‘has China covered’ if US stays out, says Nvidia CEO What's hot and what's cold in the beverage sector China to place six-month limit on rare earth export licenses for U.S. firms - 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: 12 June 2025

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)   Show Notes More nuclear-AI love Tesla sets tentative robotaxi debut date 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 June 2025

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: GME, PLAY, and more JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon' U.S. and China agree on framework over trade disputes; leaders nod pending Elon Musk regrets some of his posts about Donald Trump, says 'went too far' 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 June 2025

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)   Show Notes Citi boosts its S&P target and earnings forecast 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 June 2025

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: LMNR, NVO, and more Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids Meta's Zuckerberg hiring to form 'superintelligence' AI team - report Walt Disney closes deal to fully acquire Hulu 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 June 2025

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)   Show Notes Shakeup coming in one of the biggest gold ETFs 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 June 2025

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: Air mobility stocks, and more China's trade surplus widens amid weaker exports and deeper import slump IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal U.S. solar manufacturing surges, but installations set to decline over next five years 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 June 2025

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market? (5:47)   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: 8 June 2025

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/wsb Show links:  Musk And Trump Fight Goes Off The Rails Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates 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 June 2025

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 more Amazon set to test AI-powered humanoid robots for deliveries - report Rent the Runway's refreshed inventory lures in new shoppers DocuSign crashes as company lowers full-year billings guidance 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 June 2025

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 Notes ETF inflows surge 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 June 2025

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 more Trump signs travel ban for citizens from 12 countries, citing security concerns Canada to hold off response on higher U.S. metals tariffs Global energy investment to touch record $3.3 trillion in 2025, IEA says 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 June 2025

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 Notes Highest-conviction picks from Jefferies 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 June 2025

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 more Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter Wells Fargo's asset cap is lifted by Federal Reserve after seven years Capital 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.

Transcribed - Published: 4 June 2025

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 Notes Meta buying nuclear power Is 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.

Transcribed - Published: 3 June 2025

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 more U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report Toyota Industries receives take-private offer from Group companies Huawei sets June 11 launch date for Pura 80 series smartphones 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: 3 June 2025

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 Notes New AI stock darling Nebius looks to raise cash Morgan Stanley still bullish on U.S. exceptionalism 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: 2 June 2025

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 features Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs China 'firmly rejects' Trump's accusation on Geneva trade deal breach 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 June 2025

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 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: 1 June 2025

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 data Costco outpaces Walmart and Target again in the U.S. Salesforce Q1 Earnings Call Transcript 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 May 2025

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 more Costco outpaces Walmart and Target again in the U.S. SEC ends legal battle with top crypto exchange Binance Nvidia, Dell to provide new supercomputer to US Department of Energy Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in 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 May 2025

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 Notes Now might be the time for this ultimate contrarian trade 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 May 2025

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 more U.S. pauses exports of airplane engine tech to China - report Google starts direct online sales in India of Pixel smartphones Tesla eyes June 12 as the launch date for its robotaxi service in Austin 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 May 2025

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 more SpaceX's Starship loses control mid-flight, 30 minutes after launch Texas governor signs law mandating age verification on Apple and Google app stores Box outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentum 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 May 2025

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 more Trump says US Steel will remain under American control with Nippon deal SA Asks: What are the best robotaxi stocks right now? Trump’s $175B missile shield is said to face steep tech, budgetary challenges 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 May 2025

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 Notes Earnings Calendar The ticking fiscal time bomb 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: 25 May 2025

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 Transcript Tech Stocks - Focus On What Management Isn't Talking About 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 May 2025

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 more Japan could trigger a ‘global financial market Armageddon’ – SG Supreme Court preserves Fed independence, lets Trump shake up other agencies Nuclear names surge as Trump set to sign orders to boost industry 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 May 2025

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)   Show Notes The most crowded hedge fund longs 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 May 2025