No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference

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