Wall Street Breakfast

Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)Show NotesGoldman’s cheap high-quality 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.

Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RNA, HIVE, and moreTrump dismisses speculation of vice presidential run in 2028 electionArgentine midterms: Milei's party wins big as voters back his economic overhaulCopper nears record high on U.S.-China trade optimismSign 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.

Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30)Show Notes Earnings CalendarDividend RoundupEpisode 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.

Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings coming next week (10:25).Show Notes:Netflix Is Still KingThis Unbelievably Strong Stock MarketSoft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first timeEpisode 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.

Alaska Airlines (ALK) IT outage halts flights. (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Take the quiz: Investment News Quiz - Friday, Oct. 24Biggest stock movers Friday: F, INTC, NEM, and moreTrump cancels trade negotiations with Canada over Reagan adIntel perks up as PC, AI helps boost Q3 results, guidanceRivian reaches $250M settlement to resolve investor lawsuit over price hikesSign 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.

IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, IBM, and moreTesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profitsIBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum acceleratesLam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quartersSign 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.

The yellow metal remains under pressure as it nears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superintelligence employees. (2:26)Show NotesGoldman’s top tech capex and R&D namesEpisode 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.

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: NFLX, DKNG, and moreNetflix outlines ad revenue doubling in 2025 as new content and tech drive global engagementThis AI bubble is ‘absolutely’ going to burst – analystTesla recalls select Model 3, Ys over battery connection failureGold and silver suffer historic one-day drop but most analysts say long-term uptrend remainsSign 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.

As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers. (2:52)Show NotesGoldman Sachs’ Buyback AristocratsEpisode 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.

Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: CCK, DCGO, and moreArgentina bailout: US currency swap deal inked, banks seek collateral for $20B loanPayPal to take over Carlyle stake in e-commerce firm Shopware - reportCleveland-Cliffs outlines multiyear OEM contracts and $425M asset sales while advancing rare earths initiativeSign 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.

Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: PLUG, RANI, and moreBlackstone’s Jonathan Gray warns investors are underestimating AI’s disruptive powerEarnings week ahead: TSLA, KO, T, INTC, NFLX, F, GM, AAL, LUV, PG, GE, MMM, CLF, AGNC, and moreTrump may cut a deal with China as markets bet on Fed easing: JefferiesSign 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.

Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).Show Notes:Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - reportGold hits another record with bank worries in focus alongside trade, rate cutsBank fears spread with wider market spooked over credit 'cockroaches'Episode 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.

Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32)  Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 17Biggest stock movers Friday: U.S. bank stocks, and moreChinese carmaker BYD to recall record number of cars over design, battery issuesSpirit Airlines to furlough 365 pilots, demote 170 others next year - reportU.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa feesSign 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.

Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)Show NotesThe fastest drive-thrus aroundBTIG’s top retailer picksEpisode 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. 

Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: HPE, UAL, NIO, and moreEarnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectationsMorgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO saysApple's first moving product could take the spotlight off Tesla's robot dreamsSign 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.

Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)Show NotesDriverless cabs coming to LondonEpisode 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.

Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘semi-rational’ to own gold. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: VERI, PZZA, and moreLuxury names surge after 13% pop in LVMH stock priceIntel to launch new AI chip next year - reportNscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chipsSign 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.

J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)Show NotesHSBC’s 10 stock picks going into earnings seasonEpisode 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.  

Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVTS, PII, and moreNavitas soars on progress in 800 VDC power devices for Nvidia AI platformsOff-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBSRobinhood to look for M&A opportunities in prediction markets - reportSign 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.

The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)Show Notes30 stocks showing signs of frothBeyond Meat craters  Episode 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.