Wall Street Breakfast

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 plunges to its lowest since 2022, sparking discussions on its causes, including political pressures. Amidst this decline, Jefferies expresses optimism for Lowe’s. An economist predicts a staggering 90% chance of a U.S. recession, raising eyebrows. Also, Chipotle is making international moves with plans to open in Mexico. These insights reveal potential impacts on trade and the economy.

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.

In March, consumer spending surprises everyone with a 1.4% increase despite looming tariff concerns. Companies like Hertz see a lift from new investments, while Nvidia faces challenges in the Chinese market. The discussion dives into the paradox of trying to create a recession to manage rates and its potential impact on businesses. As retail sales ramp up, insights emerge on how consumers are adapting their purchasing behaviors amidst economic uncertainties.

Nvidia faces a hefty $5.5 billion hit after the U.S. government requires a license to export its H20 chip to China. Meanwhile, Vera Bradley struggles with a disappointing rebranding effort, leading to new lows. Harley-Davidson is under pressure from major shareholders demanding a board overhaul and a CEO change. The automotive landscape sees updates with Ford and Rivian, while index futures present a mixed picture ahead of critical economic events.

Strong trading revenue is boosting major banks like Goldman Sachs and Bank of America amid market volatility. Meanwhile, the decline in business confidence signals shifts in capital expenditures. In an innovative twist, Uber and Waymo are teaming up to launch robo-taxi services in Atlanta. Add to this the growing anxiety among fund managers over the looming threat of a trade war, and you've got an intriguing look at the current economic landscape.

China has frozen Boeing deliveries amid rising U.S.-China tensions, impacting American suppliers. Hertz is navigating financial restructuring after a significant data breach. Meanwhile, Netflix has ambitious plans, targeting a $1 trillion market cap by 2030. The discussion also touches on market trends and the potential impact of new tariffs on major companies like Disney, as the broader economic landscape continues to evolve.