Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Nvidia gets another shrug from Wall Street post-<a href="https://seekingalpha.com/news/4453244-nvidia-signals-45b-q2-revenue-outlook-while-navigating-china-export-controls-and-ai?source=wsb_podcast:tariff_fog" target="_blank" rel="noreferrer noopener">earnings</a> (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: <a href="https://seekingalpha.com/news/4453490-stock-market-news-today-nasdaq-sp500-dow-jones?source=wsb_podcast:tariff_fog" target="_blank" rel="noreferrer noopener">Wall Street ekes out gain, bonds rally after weak GDP data</a> <a href="https://seekingalpha.com/news/4453595-costco-outpaces-walmart-and-target-again-in-the-us?source=wsb_podcast:tariff_fog" target="_blank" rel="noreferrer noopener">Costco outpaces Walmart and Target again in the U.S.</a> <a href="https://seekingalpha.com/article/4790682-salesforce-inc-crm-q1-2026-earnings-call-transcript?source=wsb_podcast:tariff_fog" target="_blank" rel="noreferrer noopener">Salesforce Q1 Earnings Call Transcript</a> Episode transcripts: <a href="https://seekingalpha.com/wsb?source=wsb_podcast:tariff_fog" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:tariff_fog" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="https://seekingalpha.com/subscriptions?source=wsb_podcast:tariff_fog" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Wall Street Breakfast

Wall Street Roundup: The fog of tariffs

Germany weighs <a href="https://seekingalpha.com/news/4453716-germany-weighs-tax-digital-platforms?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">10% tax</a> on internet giants like Google, Meta. (00:25) Federal appeals court issues <a href="https://seekingalpha.com/news/4453609-federal-appeals-court-issues-stay-trump-tariffs-ruling?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">stay</a> on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) <a href="https://seekingalpha.com/news/4453677-red-robin-gourmet-burgers-swings-to-a-profit-launching-shares-55-higher-after-hours?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">swings to a profit</a> launching shares 55% higher after-hours. (02:38) Episode transcripts <a href="http://seekingalpha.com/wsb?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Show links:  <a href="https://seekingalpha.com/news/4453782-biggest-stock-movers-friday-mrvl-path-gap-and-more?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">Biggest stock movers Friday: MRVL, PATH, GAP, and more</a> <a href="https://seekingalpha.com/news/4453595-costco-outpaces-walmart-and-target-again-in-the-us?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">Costco outpaces Walmart and Target again in the U.S.</a> <a href="https://seekingalpha.com/news/4453714-sec-dismisses-lawsuit-against-binance?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">SEC ends legal battle with top crypto exchange Binance</a> <a href="https://seekingalpha.com/news/4453781-nvidia-dell-to-provide-new-supercomputer-to-us-department-of-energy?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">Nvidia, Dell to provide new supercomputer to US Department of Energy</a> <a href="https://seekingalpha.com/news/4453715-bessent-us-china-trade-talks-stalled?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">Bessent: U.S.-China trade talks 'a bit' stalled, Trump and Xi need to weigh in</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:big_tech_big_rulings_big_rebounds" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Big tech, big rulings, big rebounds

Goldman Sachs outlines <a href="https://seekingalpha.com/news/4453317-four-ways-trump-can-re-impose-tariffs-struck-down-by-trade-court?source=wsb_podcast:how_trump_can_bring_back_tariffs" target="_blank" rel="noreferrer noopener">four legal avenues</a> for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts <a href="https://seekingalpha.com/news/4453375-us-q1-gdp-decline-pared-to--02-in-second-estimate?source=wsb_podcast:how_trump_can_bring_back_tariffs" target="_blank" rel="noreferrer noopener">a little less</a> than first estimated. (2:24) HP <a href="https://seekingalpha.com/news/4453005-hp-crashes-as-weak-q2-results-guidance-worry-investors?source=wsb_podcast:how_trump_can_bring_back_tariffs" target="_blank" rel="noreferrer noopener">tumbles</a> after earnings. (3:39)   Show Notes <a href="https://seekingalpha.com/news/4452223-time-is-right-for-this-ultimate-contrarian-trade-bofa?source=wsb_podcast:how_trump_can_bring_back_tariffs" target="_blank" rel="noreferrer noopener">Now might be the time for this ultimate contrarian trade</a> Episode transcripts: <a href="https://seekingalpha.com/wsb?source=wsb_podcast:how_trump_can_bring_back_tariffs" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb </a>  Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:how_trump_can_bring_back_tariffs" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="https://seekingalpha.com/subscriptions?source=wsb_podcast:how_trump_can_bring_back_tariffs" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

How Trump can bring back tariffs

Trade court <a href="https://seekingalpha.com/news/4453242-trade-court-strikes-down-trumps-april-tariffs?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">strikes down</a> Trump's April tariffs. (00:20) Elon Musk (TSLA) <a href="https://seekingalpha.com/news/4453250-elon-musk-exits-doge?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">exits DOGE</a> after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector <a href="https://seekingalpha.com/news/4453258-nvidias-huang-chinas-ai-sector-rapidly-advancing-without-us-tech?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">rapidly advancing</a> without U.S. tech. (02:11) Episode transcripts <a href="http://seekingalpha.com/wsb?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Show links:  <a href="https://seekingalpha.com/news/4453277-biggest-stock-movers-thursday-nvda-ai-and-more?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">Biggest stock movers Thursday: NVDA, AI, and more</a> <a href="https://seekingalpha.com/news/4453269-us-pauses-exports-of-some-critical-technologies-to-china?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">U.S. pauses exports of airplane engine tech to China - report</a> <a href="https://seekingalpha.com/news/4453273-google-starts-direct-online-sales-in-india-of-pixel-smartphones?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">Google starts direct online sales in India of Pixel smartphones</a> <a href="https://seekingalpha.com/news/4453221-tesla-eyes-june-12-as-the-launch-date-for-its-robotaxi-service-in-austin?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">Tesla eyes June 12 as the launch date for its robotaxi service in Austin</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:judges_check_trumps_trade_authority" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

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Wall Street Breakfast by Seeking Alpha

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