Wall Street Breakfast

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s...

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework . (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04) Episode transcripts seekingalpha.com/wsb . Show links:  Take the quiz: Investment News Quiz - Friday, Nov. 14 Biggest stock...

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks . (3:39) Show Notes A Michael Burry Wall Street timeline Stocks fall in big risk-off move as Tesla, Nvidia sink Target tells employees to smile Verizon announces big layoffs     Episode transcripts  seekingalpha.com/wsb . Sign up for our daily n...

Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CSCO, BTDR, and more Goldman's AI layoffs early warning signal Weight Watche...

Big Blue says it’s on a path to elusive ‘ quantum advantage .’ (0:15). AT&T gets a rating boost . (1:21) Peak oil demand pushed out to 2050 . (2:16) Show Notes Goldman’s healthcare stock 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 se...

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: AMD, ALC, and more Trump to hos...

Turing Award-winning AI scientist Yann LeCun heads to startup land . (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans . (3:03) Show Notes S&P 500 more correlated to Nvidia than its own 500 components Michael Burry targets hyperscaler accounting     Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to...

50-year mortgage : A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: BBAI, RKLB, and more US Senate passes bill to end longest ever government shutdown, sending it to House...

AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41) Show Notes BofA says short hyperscaler bonds Source says Papa John’s deal report not true     Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, div...

Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: RUM, MTSR, and more SA Asks: What ar...

Hedge funds will disclose positions ahead of Friday’s 13F deadline . (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers . (3:08) 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...

Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49) Show notes:  AMD outlines 2025 growth strategy with AI and server expansion Wall Street continues to decline as...

Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06) Episode transcripts seekingalpha.com/wsb . Show links:  Take the Quiz: Investment News Quiz - Friday, Nov. 7 Biggest stock mov...

Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop . (1:51) Show Notes Snap soars on Perplexity deal Microsoft’s AI team forms Superintelligence Group        Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst...

FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: SNAP, QCOM, and mor...

The company says it has more than 1 million business customers . (0:15) McDonald’s sees huge drop in low-income customers . (1:39) UPS plane crashes on takeoff . (2:29) Show Notes Evercore’s Tactical Actional Positioning 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...

Government shutdown becomes longest ever ; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more Zohran Mamdani wins NYC...

The “Big Short” hedge fund manager takes positions against Nvidia and Palantir . (0:15) Palantir’s CEO calls Burry ‘ bats--- crazy .’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46) Show Notes Bitcoin hits lowest levels since June Uber slides on outlook Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst...

Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China business to Boyu Capital for $4 billion. (02:03)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLTR, SRPT, and more Palantir Technologies Inc. (PLTR) Q3 2025 Ea...

OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion . (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29) Show Notes  Hedge funds wrong-footed by Mag 7 earnings 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...

The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark . (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line . (2:08)     Show Notes What’s the best quantum computing stock?   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily ne...

Tesla shareholders will vote on Elon Musk’s $1 trillion pay package . (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings . (2:48) 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 Seeking Alp...

Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating Caterpillar, under the radar AI play (10:00). Palantir, AMD earnings coming next week; no jobs report (11:50). Nvidia hits $5T (13:15). Episode transcripts: seekingalpha.com/wsb Show links:  Nasdaq r...

Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01:19) Vance, Duffy warn of 'disaster' if shutdown stretches into Thanksgiving travel season . (02:00) Episode transcripts seekingalpha.com/wsb . Show links:  Take the quiz: Investment News Quiz - Friday, Oct. 31 Biggest stock movers Friday: AAPL, AMZN...

Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage . (02:27)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: GOOG, META, MSFT, and more Trump directs Pentagon to resume nuke testing after 33-year pause Meta Platf...