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Wall Street Breakfast

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Wall Street Breakfast
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  • Tariffs hit Hollywood
    Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buyout offer. (3:19)  Show Notes Equity ETFs are still hot despite market wavesEpisode 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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  • Bracing for Fed's upcoming decision
    Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50).Show Notes: Taiwan dollar surges amid global trade dramaTyson Foods backs full-year guidance as it skips any mention of tariff or economic pressuresStock index futures in red as investors brace for Fed's upcoming rate decisionEpisode 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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  • Warren Buffett stepping down
    The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market? (3:56)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.
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    5:44
  • Earnings dilute tariff concerns
    Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55).Episode transcripts: seekingalpha.com/wsbShow links: Apple shows resiliency in Q2 results, but tariffs weigh on stock: analystsMicrosoft Earnings Call TranscriptWhat analysts are saying about AmazonStarbucks tumbles as analysts push back the turnaround timelineUPS Q1 2025 Earnings Call TranscriptSign 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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  • Amazon tops expectations, issues cautious outlook
    Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, AAPl, RDDT, and moreApple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividendKey takeaways from Reddit's Q1 report, amid double-digit stock gainNvidia discusses concerns about Huawei's AI capability with US lawmakers - reportTrump signs order to end funding for NPR, PBSSign 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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About Wall Street Breakfast

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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