Wall Street Breakfast

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...

Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: GSK, MLTX, and more Goldman's 48 potential M&A candidates SA Asks: What's th...

September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39) Show Notes EA stock – it’s in play GameStop loses its last sell-sider Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to...

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna , Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30). Show Notes: Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wed...

Trump slaps 100% tariffs on drugs , 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05) Episode transcripts seekingalpha.com/wsb . Show links:  Take the Quiz: Investment News Quiz - Friday, Sept. 26 Biggest stock movers F...

Three strong economic reports give the Fed doves pause . (0:15) CarMax gets clobbered . (1:55) High-flying Oracle gets a rare bear . (2:18) Show Notes Is the S&P the new risk-free rate ? 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...

Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow . (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: RIG, IMRX, and more Qualcomm unveils new Snapdragon chips for...

NFL Commissioner says the league is leaving money on the table . (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor . (2:57) Show Notes  Goldman predicts AI productivity, GDP boost Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, su...