Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25).Show Notes:Wall Street ekes out gain, bonds rally after weak GDP dataCostco outpaces Walmart and Target again in the U.S.Salesforce Q1 Earnings Call TranscriptEpisode 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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28:40
Big tech, big rulings, big rebounds
Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: MRVL, PATH, GAP, and moreCostco outpaces Walmart and Target again in the U.S.SEC ends legal battle with top crypto exchange BinanceNvidia, Dell to provide new supercomputer to US Department of EnergyBessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh inSign 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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5:49
How Trump can bring back tariffs
Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39) Show NotesNow might be the time for this ultimate contrarian tradeEpisode 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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6:27
Judges Check Trump’s Trade Authority
Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, AI, and moreU.S. pauses exports of airplane engine tech to China - reportGoogle starts direct online sales in India of Pixel smartphonesTesla eyes June 12 as the launch date for its robotaxi service in AustinSign 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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5:37
Shein reportedly aims for Hong Kong debut
Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: OKTA, BOX, and moreSpaceX's Starship loses control mid-flight, 30 minutes after launchTexas governor signs law mandating age verification on Apple and Google app storesBox outlines 7% FY26 revenue growth outlook with strong AI-driven platform momentumSign 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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