Wall Street Breakfast

Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: RNA, HIVE, and more Trump dismisses speculation of vice presidential run in 2028 election Argentine midterms: Mi...

Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30) 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 Alpha Pr...

Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings coming next week (10:25). Show Notes: Netflix Is Still King This Unbelievably Strong Stock Market Soft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first time Episode...

Alaska Airlines (ALK) IT outage halts flights . (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. (02:20) Episode transcripts seekingalpha.com/wsb . Show links:  Take the quiz: Investment News Quiz - Friday, Oct. 24 Biggest stock movers Friday: F, INTC, NEM, and more Trump cancels trade negotiati...

IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef : Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions . (02:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSLA, IBM, and more T...

The yellow metal remains under pressure as it nears correction territory . (0:16) Beyond Meat on a wild squeeze ride . (1:04) Meta laying off 600 superintelligence employees. (2:26) Show Notes Goldman’s top tech capex and R&D names Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subsc...

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys . (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NFLX, DKNG, and more Netflix outlines ad reven...

As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale . (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers . (2:52) Show Notes Goldman Sachs’ Buyback Aristocrats Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subsc...

Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club : Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: CCK, DCGO, and more Argentina bailout: US curre...

Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: PLUG, RANI, and more Blackstone’s Jonathan Gray warns investors are u...

Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15). Show Notes: Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report Gold hits another record with bank worries in focus alongside...

Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32)   Episode transcripts seekingalpha.com/wsb . Show links:  Take the Quiz: Investment News Quiz - Friday, Oct. 17 Biggest sto...

Wells Fargo says fears about jobs and tariffs may actually boost festive spending . (0:15) Snowflake and Palantir team up . (1:55) Jack in the Box selling Del Taco . (3:02) Show Notes The fastest drive-thrus around BTIG’s top retailer 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,...

Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue . (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: HPE, UAL, NIO, and more Earnings Snapshot: TSMC tops Q3 estimates; issues u...

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...