Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/w...
Tariffs, tech sluggishness, gold, bitcoin, and inflation
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 decline, weight loss drug saturation (5:15). GameStop slide, Bitcoin strategy (6:30). Gold, Bitcoin, volatility and inflation (9:40). Critical macro data points (13:20).Show links: The US will not enter a ‘demand-driven’ recession – says BCAGameStop slides 25% as Bitcoin buzz flips to investor skepticismStart the tariff engines: What does 'Made in America' mean?Episode transcripts: seekingalpha.com/wsbSign 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.
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16:45
Coffee prices poised to perk up
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 estimate of $51. (02:02) Levi Strauss (LEVI) in talks to sell Dockers brand to Marquee - report. (03:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: LULU, X, and moreAuto tariffs: TSLA, RIVN, LCID produce their vehicles in U.S., F better positioned than GMTrump administration seeks control over future investments in Ukraine's infrastructure, minerals - reportEurope sales decline is temporary, revamped Model Y can help Tesla - AnalystsHSBC terminated investment bankers on bonus day, didn't pay bonuses: 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.
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6:32
Gold's relentless march up
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 nearly $245K. (3:45) Show Notes‘Market crash’ on horizon - surveyEpisode 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.
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5:47
More Trump Tariffs
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, gold poised to rise (4:25). Show links: Energy executives worried about Trump's policies, Dallas Fed saysPresident Trump signs executive order imposing 25% tariffs on foreign-made autosBank of America hikes gold price forecast with $3,500 in sightEpisode transcripts: seekingalpha.com/wsbSign 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.Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
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7:17
U.S. expands blacklist, tightens tech grip on China
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 in cash to buy Bitcoin. (01:53) Grab seeks up to $2B loan for possible GoTo takeover - report. (03:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GME, HUMA, and moreTrump may reportedly impose copper tariffs ahead of schedule, futures hit record highCanada halts Tesla rebate payments, moves to block future incentivesStock market selloffs may have ‘washed out’ some buyers: IBKRSign 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.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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