Wall Street Breakfast

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 Notes Driverless cabs coming to London 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 seeki...

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 more Luxury names surge after 13% pop in LVMH st...

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 Notes HSBC’s 10 stock picks going into earnings season Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscri...

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 more Navitas soars on progress in 800 VDC power de...

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 Notes 30 stocks showing signs of froth Beyond 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...

Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed . (02:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more Silver soars to decades-high in histo...

President says ‘ don’t worry ’ as China says it won’t back down . (0:17) Big banks to report in Q3 earnings curtain-raiser . (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24) Show Notes  The Air Jordan Economy More stocks to short Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, st...

Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22) Episode transcripts seekingalpha.com/wsb . Show links:  Take the quiz: Investment News Quiz - Friday, Oct. 1...

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50 . (2:06) Hollywood vs. AI . (2:50) Show Notes     J.P. Morgan’s top tech stocks to short   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/su...

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: AZZ, RELL, and more Microsoft plans healthcare AI push in Copilot with Harva...

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts . (0:58) Dell rallies again. (1:58) Show Notes     J.P. Morgan’s top consumer sector shorts   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.co...

U.S. lawmakers urge broader China chip gear ban ; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: JOBY, OMI, and more ABB to divest robotics division to SoftBank for $5.38 billion BM...

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)   Show Notes Paul Tudor Jones has that 1999 feeling   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...

Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: TMQ, STZ, and more Fire at aluminum plant seen disrupting business at Ford, other automa...

OpenAI will deploy six gigawatts of AMD GPUs . (0:15) Fifth Third and Comerica merge . (1:09) Granny Shots ETF riding high . (1:56)   Show Notes Young Wall Streeters say this is the essential human skill in the AI era   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 A...

Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: MU, QUBT, and more French Prime Minister Seba...

Government shutdown now seen lasting three weeks . (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup . (4:47)  Bitcoin top $125,000 for first time. (2:57) Show Notes  Which investing themes are ‘in’/‘out’ for H2 2020s Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst rating...

How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26) Episode transcripts seekingalpha.com/wsb . Show links:  Take the Quiz: Investment News Quiz - Friday, Oct. 3 Biggest stock movers Friday: AMAT, RUM, and mo...

Italy’s Bending Spoons is close to buying the company that once bought Time Warner.  (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)   Show Notes 12 top takeover targets in tech Caterpillar emerges as the new AI play Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sco...

OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: RKT, STLA, and more Apple tables Vision P...

With BLS down to one person , ADP payrolls jolt market with 32K drop .  (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)   Show Notes Nike up on turnaround enthusiasm Reddit slumps as ChatGPT citations drop China’s Golden Week kicks off Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full...

U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LAC, NKE, and more S&P 500 clocks strongest Q3 performance since 2020 UBS: U.S. lumber tariffs could add $8,900 to cost of building a home Nike s...

Spotify’s Ek moves to chairman role after two decades as CEO . (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides . (2:45) Show Notes Is the labor market stronger than it seems? Wendy’s unveils Tendys Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grade...

Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: UUUU, FLY, and more Trump’s Tariffs: Key announcements...

Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever . (1:09) SEC fast-tracking end of quarterly earnings . (2:16) Show Notes  BMO embraces S&P 7,000 by year end 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...