Wall Street Breakfast

Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale . (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: TSLA, AEHR, and more Boein...

The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20)  Apple and Amazon team up on streaming . (4:25) Show Notes Winners and losers from Piper Sandler's latest survey of teenagers Pfizer ex-CEO and CFO exit Starboard activist campaign Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access t...

Delta Air Lines (DAL) Q3 preview : Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Texas Instruments, Infineon added as new Nvidia suppliers: analyst Costco reports 9% increase in S...

Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get cut to junk . (2:09) Show Notes Taiwan Semi's September revenue surges Apple's global PC shipments tumble, Lenovo leads Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings...

U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: Arcadium Lithium, Chinese stock names Hurricane Milton nears Florida as peop...

McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy . (2:28) Wells Fargo shakes up its Signature Picks list , ditching Amazon. (4:30) Show Notes End of Lilly obesity drug shortage leads to lawsuit China balks at major stimulus Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock...

Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: Chinese stocks, and more China announces special bond to supp...

The AI server company says it is shipping more than 100K GPUs per quarter . (0:16) Apple gets a rare downgrade . (2:21) Google faces new threats to its search dominance . (3:37) Show Notes Yield curve inverts again Hedge funds pile into healthcare stocks amid dip Wells Fargo cuts Amazon as headwinds pressure OI, margins Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  h...

Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: PFE and ALTM Regeneron co-founder warns of harms from weight-loss drugs: FT BP said to eye rais...

Nvidia's three-day summit is one of three AI events . (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58) Show Notes Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11% Wynn Resorts granted UAE’s first commercial gaming license Earnings calendar Episode transcripts: seekingalpha.co...

Spirit Airlines (SAVE) considering bankruptcy filing - WSJ.  (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: SAVE and SMMT What Seeking Alpha analysts think about the Tesla robotaxi event Ba...

CEO Jensen Huang says the new Blackwells for AI are on track . (0:16) Tesla chief information officer out . (2:57) Lilly weight-loss drug shortage ends . (4:03) Show Notes  Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets The most crowded restaurant stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analy...

Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends . (03:15) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: LEVI, STLA, and more Hershey looks for the rig...

Members in top-rated Medicare plans for 2025 drop sharply . (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short . (4:05) Show Notes BofA’s top 10 ideas for the fourth quarter Barclays sees little upside for Super Micro Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividen...

Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions : report. (01:24) Middle East conflict : Fears of wider war mount, oil continues to gain. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NKE, LW, and more Gold rises to second highest-ever settleme...

Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO . (3:52) Show Notes Wells Fargo Q4 tactical ideas include TSLA, LVS, ULTA Boeing looking to raise at least $10B via share sale Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock...

T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59) Episode transcripts seekingalpha.com/wsb . Show links:  Veeva Systems faces increasing competition from Salesforce: Morgan Stanley Dockworkers go on s...

TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coa l. (4:06) Show Notes Wall Street institutions share their S&P 500 year-end targets Core inflation is still 'uncomfortably' above the Fed's goal - Bowman Episode transcripts:  seekingalpha.com/wsb Sign up for our daily...

East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Chinese stocks, and more Stocks to watch amid the threat of a major East Coast port strike this week...

Economists expect the 144K jobs added in September . (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30) Show Notes Earnings Calendar Stocks with the highest consensus of expected ROE growth 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...

Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18) Episode transcripts seekingalpha.com/wsb . Show links:  Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas U.S. and Intel cou...

Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy . (2:39) PayPal to let business customers hold crypto . (3:53) Show Notes Buy Tesla call options ahead of two October catalyst events - Goldman Durable goods orders come in flat in August; core number rises more than forecast Episode transcripts:  seekingalpha.com/wsb Sign up for our dail...

OpenAI (MSFT) to remove non-profit control , give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MU, ARMK, and more Vistra passes Nvidia to become S&P 500's top gainer t...

China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50)  Show Notes The Top Five short crowded stocks in each sector The Top Five long crowded stocks in each sector Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings,...

Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600 . (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SAP, SFIX, RITM, and more Goldman's U.S. equities chief sees S&P at 6,000 in 2025...