Wall Street Breakfast

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 a...

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 seekinga...

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/subsc...

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 t...

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 a...

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 q...

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 t...

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 se...

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...

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,...

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...

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 f...

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, subscrib...

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 a...

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 Seeki...

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...

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...

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...

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/s...

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...

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 g...

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 . 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.c...

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, s...

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 fo...