Wall Street Breakfast

How Trump can bring back tariffs

29 May 2025

Contributed by Lukas

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 ...

Judges Check Trump’s Trade Authority

29 May 2025

Contributed by Lukas

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) Nvidi...

Shein reportedly aims for Hong Kong debut

28 May 2025

Contributed by Lukas

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 (C...

Tesla sales tumble in Europe

27 May 2025

Contributed by Lukas

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) ...

Nvidia earnings look make or break for market

25 May 2025

Contributed by Lukas

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 purchas...

Wall Street Roundup: retail earnings, Reddit volatility, AI momentum

23 May 2025

Contributed by Lukas

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...

Banking titans in early talks for shared stablecoin

23 May 2025

Contributed by Lukas

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (...

Bitcoin celebrates Pizza Day with new high

22 May 2025

Contributed by Lukas

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 stock...

Talk of taking Fannie, Freddie public resurfaces

22 May 2025

Contributed by Lukas

Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 201...

UnitedHealth slides on report of nursing home kickbacks

21 May 2025

Contributed by Lukas

The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Bu...

Trumps ‘Golden Dome’

21 May 2025

Contributed by Lukas

Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report...

Victoria's Secret adopts poison pill

20 May 2025

Contributed by Lukas

The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S....

CATL soars in Hong Kong debut

20 May 2025

Contributed by Lukas

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictio...

Nvidia unveils its next-gen AI tech

19 May 2025

Contributed by Lukas

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheape...

Alibaba dips on reported Apple AI scrutiny

19 May 2025

Contributed by Lukas

Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California'...

Moody's cuts U.S. debt rating

18 May 2025

Contributed by Lukas

The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home De...

Wall Street Roundup: UnitedHealth, retail, tech, and tariffs

16 May 2025

Contributed by Lukas

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set t...

GlobalWafers commits $7.5B to U.S. growth

16 May 2025

Contributed by Lukas

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial f...

Walmart warns of higher prices even with lower tariffs

15 May 2025

Contributed by Lukas

WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, M...

Medicare probe hits UnitedHealth shares

15 May 2025

Contributed by Lukas

UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WS...

Big tech strikes oil

14 May 2025

Contributed by Lukas

Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code....

Foxconn profit jumps, but tariffs cast a shadow

14 May 2025

Contributed by Lukas

Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34)...

Inflation shows little tariff impact

13 May 2025

Contributed by Lukas

The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)  Show Not...

FedEx lands Amazon deal as UPS scales back

13 May 2025

Contributed by Lukas

FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone...

Markets react as U.S., China call tariff timeout

12 May 2025

Contributed by Lukas

U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump...

The stock market remains undefeated

11 May 2025

Contributed by Lukas

Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). ...

Boots, Beats & Billion-Dollar Brands

10 May 2025

Contributed by Lukas

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along wi...

Optimistic with an asterisk

09 May 2025

Contributed by Lukas

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)...

IAG fuels fleet with Boeing, Airbus buys

09 May 2025

Contributed by Lukas

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 ...

Why Q1 GDP was actually really good

08 May 2025

Contributed by Lukas

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Inv...

Energy firms oppose U.S. ship mandate

08 May 2025

Contributed by Lukas

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 fr...

Fed in a big hurry to do nothing

07 May 2025

Contributed by Lukas

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 r...

WW International declares Chapter 11

07 May 2025

Contributed by Lukas

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) ...

Pony AI and Uber team up

06 May 2025

Contributed by Lukas

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 No...

Wicked, Hot Wheels drive sales as Mattel preps price hikes

06 May 2025

Contributed by Lukas

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 wi...

Tariffs hit Hollywood

05 May 2025

Contributed by Lukas

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 buy...

Bracing for Fed's upcoming decision

05 May 2025

Contributed by Lukas

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...

Warren Buffett stepping down

04 May 2025

Contributed by Lukas

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 ...

Earnings dilute tariff concerns

02 May 2025

Contributed by Lukas

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:...

Amazon tops expectations, issues cautious outlook

02 May 2025

Contributed by Lukas

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 exp...

McDonald's posts biggest U.S. sales drop since pandemic

01 May 2025

Contributed by Lukas

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...

Meta, Microsoft soar on AI, cloud strength

01 May 2025

Contributed by Lukas

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 Op...

U.S. GDP contracts for first time since 2022

30 Apr 2025

Contributed by Lukas

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 Be...

Sony rallies on semi spin-off buzz

30 Apr 2025

Contributed by Lukas

Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM)  to collaborate on self-driving tech for pers...

White House blasts idea of listing tariff costs

29 Apr 2025

Contributed by Lukas

Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March,...

Trump set to ease auto tariff impact

29 Apr 2025

Contributed by Lukas

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...

New bitcoin fund aims for institutions

28 Apr 2025

Contributed by Lukas

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)  ...

Huawei preps AI chip to challenge Nvidia: report

28 Apr 2025

Contributed by Lukas

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...

Apple, Microsoft, Meta and Amazon, oh my

27 Apr 2025

Contributed by Lukas

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...

Earnings dominating but don't sleep on economic data

25 Apr 2025

Contributed by Lukas

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...

High costs ground summer travel plans

25 Apr 2025

Contributed by Lukas

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...

Tesla the story of the week

24 Apr 2025

Contributed by Lukas

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 No...

IBM fails to shake DOGE worries

24 Apr 2025

Contributed by Lukas

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 ro...

Bessent comments on China tariffs

23 Apr 2025

Contributed by Lukas

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 ...

Bulls cheer Trump-Powell detente, Elon-Tesla reunion

23 Apr 2025

Contributed by Lukas

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 looki...

Tariff risk flagged as earnings season heats up

22 Apr 2025

Contributed by Lukas

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 Ph...

DoJ targets Google’s AI edge in search

22 Apr 2025

Contributed by Lukas

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 chal...

Greenback takes it on the chin

21 Apr 2025

Contributed by Lukas

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. r...

Airbus delays hydrogen jet by a decade

21 Apr 2025

Contributed by Lukas

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) je...

Tesla and Google earnings ahead

20 Apr 2025

Contributed by Lukas

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

Eli Lilly sees weight loss pill success

17 Apr 2025

Contributed by Lukas

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 ...

Analysts weigh Meta’s future without Instagram, WhatsApp

17 Apr 2025

Contributed by Lukas

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 ...

Retail sales ramp up ahead of tariffs

16 Apr 2025

Contributed by Lukas

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show NotesThe bad idea ...

Nvidia to take $5.5B hit on H20 chip

16 Apr 2025

Contributed by Lukas

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 low...

Banks cashing in on a volatile market

15 Apr 2025

Contributed by Lukas

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 o...

Is Boeing being grounded by China?

15 Apr 2025

Contributed by Lukas

China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breac...

Apple's iPhone tops smartphone charts

14 Apr 2025

Contributed by Lukas

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. ...

Goldman sees oil sliding into 2026

14 Apr 2025

Contributed by Lukas

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 tarif...

What gets a tariff break?

13 Apr 2025

Contributed by Lukas

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 Not...

China hits back with 125% tariffs

11 Apr 2025

Contributed by Lukas

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory ...

Amazon navigates trade war world

10 Apr 2025

Contributed by Lukas

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 Sa...

TSMC revenue surges on pre-tariff rush

10 Apr 2025

Contributed by Lukas

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 l...

Stocks to the moon as Trump backs off trade war (except for China)

09 Apr 2025

Contributed by Lukas

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....

Easter spending to hop to $23.6B despite uncertainty

09 Apr 2025

Contributed by Lukas

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. ...

Musk reportedly asked Trump to reverse tariffs

08 Apr 2025

Contributed by Lukas

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions ...

Medicare bump lifts insurers

08 Apr 2025

Contributed by Lukas

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report....

Bears and bulls battle it out in wild trading

07 Apr 2025

Contributed by Lukas

Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republ...

Bitcoin dips below $75K on tariff turmoil

07 Apr 2025

Contributed by Lukas

Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Ap...

Earnings season kicks off with market in grips of tariff trauma

06 Apr 2025

Contributed by Lukas

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 f...

Trump playing chicken with the world?

04 Apr 2025

Contributed by Lukas

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 brig...

Market gloom persists

04 Apr 2025

Contributed by Lukas

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, Do...

Tariff Day After

03 Apr 2025

Contributed by Lukas

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)  ...

Bessent warns retaliation on tariffs will lead to escalation

03 Apr 2025

Contributed by Lukas

Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22)  RH warns of economic challenges, sets FY25 sales guidance below street ...

Tesla reports worst deliveries since '22

02 Apr 2025

Contributed by Lukas

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....

Big retailers ask China for help ahead of tariff announcement

02 Apr 2025

Contributed by Lukas

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...

OpenAI leads the list of biggest unicorns

01 Apr 2025

Contributed by Lukas

OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish o...

Intel CEO Calls for ‘Brutal’ Feedback

01 Apr 2025

Contributed by Lukas

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) SoftBa...

Goldman Sachs gets more bearish on stocks

31 Mar 2025

Contributed by Lukas

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 afte...

Chinese tech stops slip

31 Mar 2025

Contributed by Lukas

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite in...

Tariff D-Day arrives as stagflation fears rise

30 Mar 2025

Contributed by Lukas

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 ...

Tariffs, tech sluggishness, gold, bitcoin, and inflation

28 Mar 2025

Contributed by Lukas

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 decl...

Coffee prices poised to perk up

28 Mar 2025

Contributed by Lukas

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 ...

Gold's relentless march up

27 Mar 2025

Contributed by Lukas

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 ne...

More Trump Tariffs

27 Mar 2025

Contributed by Lukas

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,...

U.S. expands blacklist, tightens tech grip on China

26 Mar 2025

Contributed by Lukas

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...

Maserati sets autonomous driving speed record

25 Mar 2025

Contributed by Lukas

Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robin...

Shell pledges bigger buybacks, tighter spending

25 Mar 2025

Contributed by Lukas

Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks...

Households face $3 trillion in lost stock wealth this quarter

24 Mar 2025

Contributed by Lukas

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 up...

23andMe bankrupt, CEO out

24 Mar 2025

Contributed by Lukas

23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stoc...

Tests for transitory inflation and AI IPOs

23 Mar 2025

Contributed by Lukas

The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)Show ...