Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome. (5:01)  Show NotesWhat history shows us about tariffs and earningsEpisode 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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6:08
Is Boeing being grounded by China?
China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030: report. (02:20)Episode transcripts seekingalpha.com/wsb.Show links:Â Biggest stock movers Tuesday: ERIC, BA, and moreNew tariffs? U.S. probes pharma, chip imports' impact on national securitySA Asks: How will higher tariffs impact Disney?AMD to make CPU chips at TSMC's Arizona plantSign 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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5:51
Apple's iPhone tops smartphone charts
The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)  Show Notes50 most liquid stocks50 least liquid stocksEpisode 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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5:30
Goldman sees oil sliding into 2026
Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Tech stocks, and moreWhich stocks are least liquid? Goldman Sachs lists 50 of themGold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/ozChina suspends rare earth exports as trade war with U.S. escalates - 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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6:17
What gets a tariff break?
Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)  Show NotesEarnings CalendarMost liquid stocksLeast liquid stocksEpisode 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.
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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