Wall Street Breakfast

Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply . (3:29) Show Notes The most overbought and oversold global assets PayPal stock slips after Q3 revenue misses Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock q...

Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns , slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: F, VFC, and more US Treasury Department fi...

Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders . (2:55) Show Notes Hedge funds are a lot more skittish for this round of Magnificent 7 earnings Boeing looks to raise up to $19 billion in share offering Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here...

Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: PHG and DJT Oil futures slide as fears of supply disruptions eas...

Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due . (2:39) Delta sues Crowdstrike. (3:57) Show Notes The most overweight stocks in ESG funds 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, subscri...

Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23) Episode transcripts seekingalpha.com/wsb . Show links:  Berkshire Hathaway's Warren Buffett won't endorse political candidates Steel union pre...

Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions . (4:12) Show Notes Societe Generale’s global nuclear-exposed picks as capacity increases UPS rallies after solid earnings into the holiday season; FedEx also higher Episode transcripts: seekingalpha.com/wsb Sign up for our daily...

Boeing (BA) factory workers reject contract , continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSLA, IBM, and more T-Mobile US delivers robust results, forecast on continued subscriber strength...

Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa . (3:58) Show Notes Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst rati...

What investors need to know about the McDonald's (MCD) E. coli outbreak . (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more Meta wins lawsuit dismissa...

Philip Morris International sees strong ZYN volumes . (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17) Show Notes Goldman's top high dividend yield and growth stocks Walmart adds same-day prescription delivery service Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst r...

Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZION, BOOM, and more Gold racks up another record; banks see gold's rise running into 2025 RH corrects pos...

With its stock up 40% YTD, Ferrari shows off the F80 . (0:16) China cuts interest rates . (2:14) Goldman sees a decade of well-below-average stock returns . (5:06) Show Notes Highly shorted Spirit Airlines is on watch after its debt refinancing deal Lumen, Meta announce partnership to expand AI network Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full a...

AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: BA, SAVE, and more Some Apple employees believe it's 2 years behind in AI development: Bloomberg Hone...

Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike . (2:56)  Show Notes UBS upgrades view on U.S. stocks to attractive - here are its top picks Earnings Calendar Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to an...

Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains . (00:23) Forward Air (FWRD) spiked into close after report of formal sales process . (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: NFLX, ISRG, and more History says the stock market's bull run could keep...

The consumer keeps spending , giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers . (3:41) Show Notes Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook ECB delivers another 25 bps interest rate cut Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsl...

Expedia (EXPE) gains after report Uber (UBER) explored potential takeover . (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price : Disney (DIS) offering Lightning Lane Premier Pass. (02:19) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSM, NOK, and more Oklo, NuScale Power hit all-time highs o...

The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring . (1:04) United Airlines brings back its buyback . (3:05) Show Notes GameStop becomes an authorized dealer of sports and hobby trading cards Amazon signs deals to invest in small nuclear reactors to power AI British American Tobacco plans to sell synthetic nicotine pouches in U.S. Episode...

Alibaba (BABA), Baidu (BIDU) invest in Horizon Robotics ' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategic partnership . (01:47) Meta Platforms (META) must face lawsuits saying it profited from youth social media addiction. (02:40) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ASML, JBHT, and more Short sellers...

ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman , BofA and Citi top forecasts. (1:38) Walgreens to close 1,200 stores. (3:10) Show Notes Bullish software stocks you shouldn’t sleep on Medical Properties Trust investigation findings refute short seller allegations Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for ful...

Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Verizon - Reuters. (01:22) Acting Labor Secretary visits Seattle in bid to end strike at Boeing. (01:55) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ERIC, DJT, and more Odds rising that Saudi Arabia may 'open fl...

Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing . (0:53) Was Uber the big winner at Tesla's robotaxi event? (3:01) Show Notes OPEC lowers global oil demand growth outlook for third-straight month Three U.S. professors win Nobel Prize for economics Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access t...

SpaceX (SPACE) conducts fifth Starship test flight , returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American unit to Oaktree Capital for $400M in cash, stock: WSJ. (01:58) Biggest stock movers Monday: RILY, SIRI, and more. (02:39) Episode transcripts  seekingalpha.com/wsb . Show links:  China unveils highly-anticipated fiscal stimulus plan but fails to delive...

Netflix's crackdown on password sharing is expected to help user numbers . (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more SiriusXM. (3:47) Show Notes Long high-end spending and short low-end spending 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...