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.
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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: 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.
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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