Wall Street Breakfast

Voters head to the polls with odds favoring a Dem sweep. (0:17) Nonfarm payrolls seen up 65K for October. (1:26) Apple, AMD and Palantir earnings test battered tech stocks. (1:59) Show Notes Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

Binance reports $6.3B in potential losses from a massive breach. (0:17) Intel plunges as a PC slowdown derails its turnaround. (1:33) Reddit considers mandatory logins as AI search hits traffic. (2:37) 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.

Amazon earnings preview (0:25) Google concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surprise (3:30) 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.

Nelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire Lumentum? (1:38) 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.

The Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027. (1:19) 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.

SK Hynix surges after strong earnings and massive shareholder payouts. (0:17) Amazon warns software engineers against tokenmaxxing. (1:35) Robinhood slides after earnings fall short. (2:19) Show Notes What will the Fed do today? 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.

2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10) Show Notes Earnings calendar 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.

Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going private amid a stock slump. (2:18) Show Notes ETFs that already have Anthropic exposure 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.

Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00) Episode transcripts: seekingalpha.com/wsb Show Notes: AI Spending Faces Reality Check As Tech Earnings Roll In 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.

Elon Musk warns hundreds of ‘guppy-level deaths’ amid AI lending crunch. (0:17) SK Hynix plans $12B special dividend. (1:37) Boo! Halloween candy sales fall as high prices squeeze consumers. (2:16) 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.

What will be the FOMC’s next move? (0:17) Microsoft, Alphabet and Amazon earnings put AI spending under scrutiny. (1:30) JetBlue creditors organize amid rising fuel costs. (3:03) Show Notes Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

Moderna's (MRNA) cancer vaccine clears a hurdle, but the stock hits a wall. (00:13) Tower stocks (CCI) (AMT) soar as investors size up a major opportunity. (01:29) Kohl's (KSS) gets a rare buy rating. (02:25) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: SKHY, MRNA, DECK, and more 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 shares slip as analysts clash over its future. (0:14) IBM warns companies are questioning returns on AI spend. (1:17) Anthropic unveils agent Claude Duet. (2:24) Show Notes American Airlines fuel costs soar 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.

AI uncovered a years-old threat lurking in the web’s code. (00:14) Meta (META) beat earnings expectations, but its legal troubles just got more expensive. (01:48) Alibaba (BABA) shares slide as China turns up the pressure on e-commerce. (02:45) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: TSLA, BABA, and more 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.

Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level. (2:34) Show Notes Super Micro Computer rallies 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.

SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: NFLX, SPCX, and more 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.

United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19) Show Notes Oppenheimer’s top 50 Buy list 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.

3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: MMM, RAIL, and more 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.

Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29) Show Notes Defensive stocks with Quality attributes 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.

Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: INTC, SPCX, and more 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.

SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39) Show Notes Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: TSLA, CNS, and more Southwest Airlines expands loyalty benefits, adds premium travel offerings 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.

Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24) Show Notes Car dealerships grapple with delayed repairs 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.

CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: RKLB, ERIC, and more 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.

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22) Show Notes Who’s doing the earnings heavy lifting? 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.

Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: DELL, LQDA, ENVX and more SpaceX launches 35th NASA cargo mission with medical research to ISS 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.

JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). Show Notes Pharma Bro back in government sights 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.

FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: SIX, MU, and more Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring 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.

Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22) Show Notes Drinks entrepreneur makes big Churchill Downs bet 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.

A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: CCC, BIIB, and more 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.

JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) Show Notes Earnings Calendar Dividend Roundup 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 Alpha at seekingalpha.com/subscriptions.

Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: HUM, SPCX, and more Take the news quiz 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.

Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06) Show Notes High growth and cash flow ROI discount stocks 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.

The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: MRVL, APLD, and more 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.

Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39) Show Notes Dan Ives’ top tech stocks for 2027 Webull’s reported China government ties 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.

Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: ZIM, STZ, and more 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.

SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: FRSH, OPCH, CEG and more Google nears billion-dollar deal for nuclear power from Constellation - Bloomberg 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.

Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: PTC, QCOM, and more Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO says 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.

The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00) 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.

Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Friday: NKE, SYNA, and more SpaceX launches Crew-13 mission to International Space Station 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.

Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55) 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.

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) Episode transcripts: seekingalpha.com/wsb Show links: Biggest stock movers Thursday: GOOG, INGN, and more Trump announces $500 rebates for nearly 1M Obamacare enrollees 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.

Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Show links: Steven Cress' analysis Alpha Picks 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.

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: BA, PYXS, NOC, and more Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals Big tech CEOs sign off on Trump's 'super intelligence' safety accord DeepSeek unveils Huawei AI chip software to challenge Nvidia Wednesday’s Economic Calendar 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.

Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30) Show Notes Oura postpones IPO Study says compute demand needs to hit $6T 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.