Wall Street Breakfast
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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
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1Nio (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 moreEarnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectationsMorgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO saysApple's first moving product could take the spotlight off Tesla's robot dreamsSign 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/subscriptions.
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 NotesDriverless cabs coming to LondonEpisode 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/subscriptions.
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 moreLuxury names surge after 13% pop in LVMH stock priceIntel to launch new AI chip next year - reportNscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chipsSign 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/subscriptions.
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 NotesHSBC’s 10 stock picks going into earnings seasonEpisode 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/subscriptions.
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 moreNavitas soars on progress in 800 VDC power devices for Nvidia AI platformsOff-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBSRobinhood to look for M&A opportunities in prediction markets - reportSign 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/subscriptions.
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 Notes30 stocks showing signs of frothBeyond 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 Alpha Premium at seekingalpha.com/subscriptions.
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 moreSilver soars to decades-high in historic short squeeze as gold hits recordEconomists expect stronger economic growth, slower job gains - NABE surveyTrump hints export controls on Boeing parts in response to China - reportSign 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/subscriptions.
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 EconomyMore stocks to shortEarnings CalendarDividend 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 Premium at seekingalpha.com/subscriptions.
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. 10Biggest stock movers Friday: APLD, PATH, and moreSenate passes bill requiring Nvidia, AMD to prioritize domestic customers over ChinaChina said to tighten customs checks on Nvidia AI chipsLevi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlookSign 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/subscriptions.
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/subscriptions.
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 moreMicrosoft plans healthcare AI push in Copilot with Harvard deal: reportU.S. sanctions 29 companies in China, Turkey, and UAE over Iran military supportUS approves Nvidia chip exports to UAE in bilateral AI deal: BloombergSign 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/subscriptions.
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.com/subscriptions.
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 moreABB to divest robotics division to SoftBank for $5.38 billionBMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakersIntel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - reportSign 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/subscriptions.
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 NotesPaul 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 Alpha Premium at seekingalpha.com/subscriptions.
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 moreFire at aluminum plant seen disrupting business at Ford, other automakers - reportTrilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road projectArcher Aviation up double-digits on potential ties to Tesla's special announcementSign 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/subscriptions.
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 NotesYoung 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 Alpha Premium at seekingalpha.com/subscriptions.
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 moreFrench Prime Minister Sebastien Lecornu resignsFour things for stock bulls to worry about other than the shutdown40 alternative economic reports to utilize during the shutdownBoeing prepares for possible 737 MAX production hike this month - reportSign 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/subscriptions.
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 2020sEarnings CalendarDividend RoundupEpisode 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/subscriptions
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. 3Biggest stock movers Friday: AMAT, RUM, and moreTesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay planYouTube to carry NBCUniversal's full portfolio under new long-term distribution pactGoogle VP says company plans to spin off life sciences unit Verily: reportSign 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/subscriptions.
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 Notes12 top takeover targets in techCaterpillar emerges as the new AI playEpisode 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/subscriptions.
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@2:50 not the fault of UPS that the shipper failed to adequately complete a legal transaction. Unless of course this crap has been just setting on their docks forever. I'm still waiting for some parts that they "lost" over a decade ago, causing a major setback and forcing a replacement with substandard components. Good news is the parts should be coming along at anytime now.
@2:10 a "smart" EV that that crashes, catches fire, and refuses to open the door to let the rider escape? What? Was this a fiction horror show? Good thing, excluding the victim, that it was just a major Chinese branded smart device posing as a transportation tool and not readily available to all world markets yet. As we become weaker witted and rely ever more on our quite helpful and dependable "smart" gadget overlords to think and do, "they" seem quite willing to hasten our demise.
Silver!
Thanks Julie and team! Well done as usual!
@2:00 good news, one more big tech settling on another in a long string of censorship schemes performed against American citizens at the behest of the dimocrats. Instead of big tech dimocrats paying out for defacto civil rights violations by tyrannical government dimocrats, the dimocrat puppet masters behind these government coerced civil rights violations should be held to account.
@0:25 I'm betting the Trump family and close associates just happened to recently purchase the newer lows in cannabis stocks.
@ 1:09 is son-in-law Jared starting to morph into Hunter, of course less the coked up behaviour with the hooker binges? Did Hunter bring value to Barissma, and does Jared add any more value to the EA takeout?
Kimmel has been flinging his fulthy feces filled falsehoods around for quite sometime now, knowing full well that many of his delusional knuckle dragging deranged mob idiots would buy in to his constant deceptions and hopefully one or more would act to hurt someone. Bound to happen. Good riddance "man show" Kimmel. Catch
Good for RFKjr. Personnel is policy.
@ 1:45 perhaps he's not quite as interested in the #CookTheBooks outcome that you seem to think. Perhaps he just wants reliable data from which to create effective policy. Something that has been abscent for quite sometime.
Look at the markets go! A little artificial boost does wonders until the hangover sets in. Powell hasn't done a horrible job. That classification would easily go to his two predecessors with their insane ZIRP decrees.
Seems the new flailing management of Cracker Barrel is eager to virtue signal in celebrating everyone snd everything except for their existing customer base. Odd strategy?
It would track that President Trump would bend his center left party to legalize cannabis in exchange for campaign contributions, after the Florida Governor successfully fought so many 'on the take' leftist state legislators of his own party to prevent this same purchased travesty from occurring and continue on with maintaining a better quality of life for ALL of his citizens.
Considering the US exported its job base, in exchange for importing deflation during the past 3 decades under the new world order, bending that trend may cause prices to moderate upward towards the prior trend as it was disrupted. Though far more concerning and impactful on the inflationary front is the continued gubmit spending via borrowing, with the growing impact bond rates will play in continuing this debt spiral spending fiasco while simultaneously being able to successfully finance it.
India refiners scored 40% of feed stock from Russia. Where was the remainder from?
I had heard that Duke&Duke did hit that rough patch after their all-in speculative play on FCOJ futures somehow went sideways, liquidating the firm, over that silly $1.00 side bet. Good thing they encountered that African prince to get them back up and running again, bringing them up to today's FCOJ trade. Hopefully they were successful in obtaining the accurate advanced crop report this time, and closed at the peak. Thanks for bringing back memories of a better era of entertainment.
The prior admin the headline CPI number was always the one you ignored in favor of the dated, but more accurate revision.
Excellent production as usual. Thanks Julie and team!
Who nominated Powell?
He seems to like AI and yet no discussion of copper tariff impact on utility build out to those factory distribution centers of mind numbingness. #JudyShelton for Fed reserve chair, if there absolutely must be one. #AbolishTheFederalReserve