Wall Street Breakfast

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet. (01:40) Eli Lilly’s (LLY) lepodisiran slashes inherited heart disease risk factor by 94% in Phase 2 trial. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: WRB, NCTYOppenheimer names BDCs likely to hold up even with declining ratesTrump says TikTok deal to close before April 5 deadlineTSM reaffirms pledge to Taiwan with new facility amid US expansion - reportWall Street Breakfast March surveySign 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.

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 Earnings CalendarDividend RoundupEpisode 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.

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.

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.

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.

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.

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.

Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over prediction markets. (4:20)  Show Notes Vanguard cuts U.S. growth forecastEpisode 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.

Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: DJT, KBH, and moreAlibaba sees signs of potential AI bubble in US; plans to resume hiring - reportEnd of the road: Kenworth to discontinue iconic W900 truck after 6 decadesBYD Company’s revenue tops $100 billion in FY24Sign 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.

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 upgrade. (2:57) Show NotesFord F-150 faces regulatory investigationEpisode 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.

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, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta’s (META) $800 million offer - report. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, SMCI, and moreInternational names dominate list of cheap stocks with strong momentumAI boom echoes dot-com bubble, but with key differences: BloombergLuxury cars face biggest challenges from Trump's tariffs, WSJ reportsSign 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 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 NotesStocks that weather downturns the bestEarnings CalendarDividend RoundupEpisode 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.

No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).Episode transcripts: seekingalpha.com/wsbShow links: Gold extends rally after Fed holds the line on interest ratesFederal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertaintyIntel sinks as euphoria surrounding new CEO, foundry tie-up, fadeAdobe Summit 2025 Investor Meeting ConferenceSign 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.

Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Quantum stocks, FDX, and moreTrump to announce new Air Force contract for next-gen fighter jetNvidia teams up with French quantum computing start-up PasqalFedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformationSign 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 CoreWeave $26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45) Show NotesNearly all the AI valuation premium is goneEpisode 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.

NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: YY, FIVE, and moreTrump calls on Fed to cut rates as tariffs start to 'ease' into economyMusk’s X raises almost $1 billion in new equity funding - reportGold extends rally after Fed holds the line on interest ratesSign 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 Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)Show NotesUnpacking Nvidia GTCGlobal ETFs shineEpisode 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.

General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: STNE, GILD, and moreNvidia GTC 2025: Rubin, reasoning, robotics and moreTesla removed from 2025 Vancouver International Auto ShowSA Asks: How will the $32B Wiz deal impact Google?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.

Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation.Episode transcripts: seekingalpha.com/wsbShow links: Dollar sinks on economic worries ahead of the Fed meet-Currency RecapWholesale egg prices drop, but retail rates could take time to catch upFederal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focusSign 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.

Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: GRAB, BIDU, and moreSA Maps: Tracking benchmark interest rates around the worldWhich beaten down stocks have the best chance for a quick rebound?Grab said to be moving forward with GoTo takeoverSign 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.