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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Goldman sees oil sliding into 2026

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...

14 Huhti 20256min

What gets a tariff break?

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 s...

13 Huhti 20256min

China hits back with 125% tariffs

China hits back with 125% tariffs

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android...

11 Huhti 20256min

Amazon navigates trade war world

Amazon navigates trade war world

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink,  ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00...

10 Huhti 20257min

TSMC revenue surges on pre-tariff rush

TSMC revenue surges on pre-tariff rush

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims...

10 Huhti 20256min

Stocks to the moon as Trump backs off trade war (except for China)

Stocks to the moon as Trump backs off trade war (except for China)

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11)...

9 Huhti 20254min

Easter spending to hop to $23.6B despite uncertainty

Easter spending to hop to $23.6B despite uncertainty

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive...

9 Huhti 20256min

Musk reportedly asked Trump to reverse tariffs

Musk reportedly asked Trump to reverse tariffs

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls. (2:12)  Show N...

8 Huhti 20256min

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