Wall Street Breakfast

IBM faces challenges as consulting woes overshadow strong software growth. The discussion shifts to whether it's time to invest in gold after its largest drop in four years. Exciting news emerges from Tesla as they kick off tests for their robotaxi initiative. Additionally, whispers about Trump considering auto tariff relief and insights on Netflix's ambitions for a staggering $1T valuation add to the intriguing mix.

Discussion kicks off with insights on the lengthy path to a China trade deal, projected to take two to three years. The stock market is buzzing as tech stocks soar, with Nasdaq seeing impressive gains. Krispy Kreme is making waves with a strategic refresh aimed at revitalizing its brand. The conversation also touches on the recent dip in U.S. Treasury yields, providing a backdrop for the market's overall enthusiasm.

President Trump reassures the market by stating he won't fire Fed Chair Powell, boosting investor optimism. Tesla sees a surge as Elon Musk shifts focus back to the automaker. Meanwhile, Intel plans to cut 20% of its workforce, signaling a major restructuring. The discussion highlights key economic indicators and the ripple effects of political shifts on stock futures.

Tariff uncertainty is hitting major players like GE, Kimberly-Clark, and 3M hard. With U.S. tariffs soaring as high as 3,521% on solar imports, companies are bracing for the financial fallout. Meanwhile, Big Pharma is feeling the heat from the White House's drug price plan. The discussion also dives into Amazon's recent stock struggles, highlighting concerns about the broader economic landscape.

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 moreTrump sees Walmart, Target, Home Depot chief executives at White House for tariff meetingU.S. pushes India for full ecommerce market access for trade deal - reportNovo Nordisk slides after Eli Lilly's results for oral weight loss drug—orforglipronSign 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 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 NotesChipotle to open in MexicoEpisode 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.

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 moreChina warns against U.S. side deals, threatens retaliation if interests are compromisedU.S. dollar drops to lowest since Feb 2022 over concerns of Fed independenceTrump economic approval rating hits new low - CNBCSign 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.

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

Eli Lilly celebrates a successful trial for its weight loss pill, boosting stock confidence. Meanwhile, UnitedHealth struggles amid rising competition in the obesity drug market. Economic woes are highlighted as the European Central Bank adjusts interest rates in response to growth slowdowns. Apple shows resilience despite these challenges, and innovations like electric air taxis from Archer Aviation offer a glimpse into future travel. Expert predictions emphasize caution in navigating the unpredictable economic landscape.

Analysts delve into the potential fallout for Meta if it lost Instagram and WhatsApp, highlighting antitrust challenges. Meanwhile, China is cracking down on auto ads, potentially reshaping marketing strategies. McDonald's deliciously announces the return of the beloved Snack Wrap, sparking nostalgia. The podcast also covers Alcoa's tariff woes and shares insights on market trends and corporate events, giving listeners a glimpse into the ever-evolving financial landscape.