Wall Street Breakfast

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.

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 moreApple tables Vision Pro sequel to pursue smart glasses: reportTrump holding off on pharma tariffs to negotiate more deals - reportSA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPCSign 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.

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 NotesNike up on turnaround enthusiasmReddit slumps as ChatGPT citations dropChina’s Golden Week kicks offEpisode 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. 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 moreS&P 500 clocks strongest Q3 performance since 2020UBS: U.S. lumber tariffs could add $8,900 to cost of building a homeNike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026Sign 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.

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 NotesIs the labor market stronger than it seems?Wendy’s unveils TendysEpisode 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.

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 moreTrump’s Tariffs: Key announcements from SeptemberOpenAI's H1 revenue climbs 16% to $4.3 billion - reportFord, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - 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.

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 endEpisode 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.

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 moreGoldman's 48 potential M&A candidatesSA Asks: What's the most attractive cloud stock right now?Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expandsSign 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.

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 NotesEA stock – it’s in playGameStop loses its last sell-siderEarnings 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.

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 centersAI revolution hits next stage of growth in Nvidia/OpenAI deal: WedbushWall Street rises after PCE index data comes in lineEpisode transcripts: seekingalpha.com/wsbSign 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.