Wall Street Breakfast

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 onHims & Hers soars on Wegovy dealEpisode 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.

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 moreCanada election: Carney's Liberals win as Trump threats fuel party's comebackInvestors worry Big Oil firms could cut dividends, buybacks as crude prices slideSouthwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating modelSign 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.

A new Bitcoin yield fund from Coinbase targets institutional investors with a conservative strategy. The conversation dives into the potential impact of tariffs on taxes, raising eyebrows over President Trump's remarks. On the corporate front, mixed sales results from Domino's are analyzed, alongside notable achievements from Pony AI and Deliveroo. Optimism from Goldman Sachs on dividends adds an interesting twist to market insights, as economic trends steer investor sentiment.

Huawei is gearing up to test its new AI chip, aiming to compete with Nvidia. Merck KGaA is making headlines with a $3.9 billion acquisition of SpringWorks, boosting its cancer treatment portfolio. CrowdStrike introduces innovative AI agents to enhance cybersecurity. The conversation also dives into market trends, including tariff impacts and significant stock movers. Exciting insights wrap up the discussion on AI advancements with potential implications for the tech industry.

Market anticipation heats up as key tech giants prepare to release their earnings reports. Analyzing the potential impacts, experts discuss the balance of analyst predictions against economic uncertainties. The podcast also dives into how a weak jobs report could influence Federal Reserve decisions, especially under the shadow of political developments and trade policies with China. Finally, dividend updates are featured, highlighting crucial financial milestones.

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/wsbShow links: Netflix Q1 Earnings Call TranscriptFed's Kashkari says resolution of trade frictions would lift economic uncertaintyTrump 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.

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 moreChina mulls exempting select U.S. goods from 125% tariffs - reportAlphabet CEO signals personal ownership optionality for Waymo robotaxisApple to shift assembly of all US iPhones to India by 2026 - reportSign 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.

Tesla faces disappointing earnings and struggles in international markets, yet investor confidence holds firm. Palantir is highlighted as a rising star in AI, showcasing the tech sector's potential despite its challenges. Meanwhile, IBM's performance falters post-earnings, underlining the volatility in markets. The conversation dives into important earnings announcements from key tech companies, as optimism for long-term trends in technology persists.

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.