Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from Manhattan to JFK. (4:48)Show NotesThe market is still too rosy on the economyApple gets a vote of confidenceEpisode 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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6:51
Analysts weigh Meta’s future without Instagram, WhatsApp
SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart driving' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, AA, and moreAlcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S.CBP says $500 million collected in reciprocal tariffs since April 5Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growthSign 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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6:57
Retail sales ramp up ahead of tariffs
Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show NotesThe bad idea of creating a recession to lower ratesEpisode 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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5:33
Nvidia to take $5.5B hit on H20 chip
U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup, calls for CEO to step down - report. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ASML, UAL, and moreUnited beats FQ1 estimates but issues profit warning if economy stallsAST SpaceMobile seesaws amid takeover, contract speculationTrump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflationSign 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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7:18
Banks cashing in on a volatile market
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.
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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