Wall Street Breakfast

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT

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Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: SMCI, INCY, and more
Nippon Steel makes anti-import promise to win worker support for US Steel deal
No time to chill: Netflix must fix livestreaming before Christmas NFL games or lose face
DOJ to ask judge to push Google to sell Chrome browser - Bloomberg
Apple said to offer $100M investment in Indonesia to reverse iPhone 16 ban

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Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: TSLA, SMCI, and more
Nvidia's Blackwell AI chips overheating in servers: report
Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Cineworld owners working on plans to return to stock markets: report

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Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S.mpox case. (6:05)

Show Notes
Super Micro Computer to file plan on Monday to remain listed on Nasdaq
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).

Episode transcripts: seekingalpha.com/wsb

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Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
Wall Street Brunch: Time To Eye The CPI
Favorable environment for crypto, although with several caution signals

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NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: AMAT, DPZ, ASTS, and more
Defense, government contractor stocks shot down on sudden worries over Trump Pentagon
FAA sets record for commercial space licenses amid red tape criticism
Vaccine makers close lower amid reports RFK Jr to head HHS (update)

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Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)

Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom

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Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CSCO, CNH, and more
i-80 Gold cut in half after issuing going concern warning
Exxon to cut nearly 400 Pioneer employees in Texas by 2026
Lilly three-year tirzepatide results show sustained weight loss, diabetes benefits

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Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)

Show Notes
Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance
Skyworks sinks on earnings as outlook remains tethered to Apple

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Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: SPOT, RIVN, and more
Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts
Rivian Automotive and Volkswagen finalize their major EV partnership
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer

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National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)

Show Notes
Is the Magnificent Seven at the end of their magnificent advantage?
Home Depot gains after topping comparable sales expectations

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Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates

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Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)

Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'

Episode transcripts: seekingalpha.com/wsb
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Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)

Episode transcripts seekingalpha.com/wsb.

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Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC

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The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)

Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger

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Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.

Show links: 
Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut

Episode transcripts: seekingalpha.com/wsb

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Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32) 

Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months

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Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: QCOM, MELI, and more
MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance
Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds
Trump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO says

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Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01)

Show Notes
Super Micro Computer down 25%, giving up its entire AI rally
Incumbent party loses three-straight presidencies for the first time in 120 years

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SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools

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Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazonpower deal. (3:47) 

Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets

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Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more

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How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)

Show Notes
Here's how to invest for a Trump or Harris presidency

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Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: AMZN, INTC, and more
Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts
Carvana shares defy gravity, but is the stock's valuation justified?
S&P 500 October winners and losers: United Air soars, Qorvo craters

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Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)

Show Notes
Call overwriting and call buying opportunities within the Russell 1000
Put underwriting and put buying opportunities within the Russell 1000
Peloton appoints Apple Fitness+ co-founder as CEO

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Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: MSFT, META, and more
Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway
Key takeaways from Meta's Q3 earnings, amid flat stock reaction
This is how investors should allocate their money in election years: SA’s Steven Cress

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Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)

Show Notes
AMD's results were solid. Why Wall Street wanted more.
Shake Shack rallies to a new 52-week high after strong earnings
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

Episode transcripts: seekingalpha.com/wsb
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Solid user engagement drives Reddit's robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GOOG, SNAP, and more
Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg
Ukraine, Russia said to be in talks over halting attacks on energy infrastructure
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

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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

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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.

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Biggest stock movers Tuesday: F, VFC, and more
US Treasury Department finalizes rule curbing tech investments in China
JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
Starbucks threatens to fire employees who don't return to office: Bloomberg

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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

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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.

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Biggest stock movers Monday: PHG and DJT
Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran
SA Asks: Which tech stocks could rise or fall on a Harris win?
Boeing plans to raise over $15 billion as early as Monday - report

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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
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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.

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Berkshire Hathaway's Warren Buffett won't endorse political candidates
Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg
DigitalBridge said to weigh sale of Brazilian hyperscale data center firm Scala

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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

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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.

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Biggest stock movers Thursday: TSLA, IBM, and more
T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise
Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg
The U.S. debt: How annual deficits pile up to a $35T-plus total

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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

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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.

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Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more
Meta wins lawsuit dismissal over child safety allegations - report
Arm to cancel chip design license deal with Qualcomm over contract dispute - report
Oil industry averts Gulf of Mexico shutdown as judge extends environmental review deadline

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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

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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.

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Biggest stock movers Tuesday: ZION, BOOM, and more
Gold racks up another record; banks see gold's rise running into 2025
RH corrects post-pandemic errors to own luxury category - analyst
Dropping dimes: Nike signs long-term extension with the NBA and WNBA

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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

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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.

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Biggest stock movers Monday: BA, SAVE, and more
Some Apple employees believe it's 2 years behind in AI development: Bloomberg
Honeywell forecast shows increased demand for new business jets
Saudi Arabia's United Electronics plans IPO for finance unit

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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

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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.

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Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate

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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

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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.

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Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags

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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.

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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.

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Biggest stock movers Wednesday: ASML, JBHT, and more
Short sellers boost bets against technology stocks in September
Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
Stellantis sees 20% Y/Y drop in Q3 shipments

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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

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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.

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Biggest stock movers Tuesday: ERIC, DJT, and more
Odds rising that Saudi Arabia may 'open floodgates' on oil production - report
California governor signs law aimed at preventing spiking gas prices
S&P Global warns the auto industry has a tough road ahead

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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

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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.

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China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics
JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook
Wall Street's bull run celebrates second birthday: A look at major assets & their returns

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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

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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.

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Biggest stock movers Friday: TSLA, AEHR, and more
Boeing accuses union of bad faith bargaining, misleading public
Why is Wall Street shrugging off geopolitical risk and powering to new highs?
AMD dips after unveiling new AI chip, CPU at showcase event

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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

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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.

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Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Costco reports 9% increase in September net sales and comp sales
Peter Todd denies claims of being bitcoin's mysterious creator - reports

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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

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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.

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Biggest stock movers today: Arcadium Lithium, Chinese stock names
Hurricane Milton nears Florida as people rush to evacuate, companies halt operations
Warren Buffett's Bank of America selling spree surpasses $10 billion mark
GM sees EV's achieving profitability by Q4, no plans to scale back in China
Rio Tinto to acquire Arcadium Lithium for $6.7B in all-cash deal

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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

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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.

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Biggest stock movers today: Chinese stocks, and more
China announces special bond to support economy, no major stimulus
ADT announces 'unauthorized activity on the company’s network'
Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa

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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

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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.

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Biggest stock movers Monday: PFE and ALTM
Regeneron co-founder warns of harms from weight-loss drugs: FT
BP said to eye raising oil production as it scales back clean energy strategy
TotalEnergies to acquire 50% stake in North Sea wind projects

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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

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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
Barnes Group jumps amid report Apollo in talks for $2B takeover
JPMorgan Chase buys stake in Australia's troubled Star Entertainment

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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

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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.

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Biggest stock movers Thursday: LEVI, STLA, and more
Hershey looks for the right recipe to battle high cocoa prices
Nvidia CEO: 'Demand for Blackwell is insane'
OpenAI overtakes SpaceX as most valuable US-based private company

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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

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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.

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Biggest stock movers Wednesday: NKE, LW, and more
Gold rises to second highest-ever settlement on Middle East escalation fears
CVS Health investor Glenview denies it's pushing to break-up company
U.S. port strike expected to have limited impact on healthcare supply chain: HHS

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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

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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.

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Veeva Systems faces increasing competition from Salesforce: Morgan Stanley
Dockworkers go on strike, shutting down ports from Maine to Texas
Federal Reserve's policy rate is not on preset course as it moves toward neutral, Powell says
Tesla, Elon Musk score a win in legal battle over self-driving marketing

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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 coal. (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

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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
Israel downgraded by Moody's as war weighs on economy
Economic growth, interest rates to dictate quality factor in stocks, Goldman says

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Economists expect the 144K jobs added in September. (0:29) Nike may rip offthe Band Aid. (1:49) OpenAI losses. (3:30)

Show Notes
Earnings Calendar
Stocks with the highest consensus of expected ROE growth

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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.

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Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
U.S. and Intel could close $8.5B chip funding by year-end - report
Intel said to rebuff approach by Arm Holdings for product unit

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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

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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 this year
Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays

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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

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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, with election a near-term hurdle
Caroline Ellison sentenced to 24 months in prison over FTX collapse
DOJ adds AI risks in guidance to evaluate company compliance programs

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Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)

Show Notes
Stocks that benefit from a softer labor market
Snap taps Google’s Gemini AI for Snapchat's chatbot

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U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share. (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00)


Episode transcripts seekingalpha.com/wsb.

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Take the Seeking Alpha Sentiment Survey
Biggest stock movers Tuesday: SNOW, LNW, and more
Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies
Trump threatens Deere with huge tariffs if it moves production to Mexico
Levi Strauss says it may take longer to reach $10B sales target - report

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International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)

Show Notes
Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles
Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari

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Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: INTC and CIEN
Google's emails presented as key evidence in antitrust trial
Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars
Telix to expand its North American manufacturing footprint with acquisition of RLS for $250M

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Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)

Show Notes
Goldman Sachs’ Rubner: Negative near term
Earnings Calendar
Dividend Roundup

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Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55)  Macy's (M) to hire fewer employees for holiday season this year. (02:39)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: FDX, NKE, and more
OpenAI's possible pursuit of IPO creates unique challenges
J&J said to boost offer to settle baby powder lawsuits to over $8.2B
Disney to stop using Slack as its corporate messaging platform - WSJ

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J.P. Morgan CEO says current geopolitics arebiggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)

Show Notes
Small cap stocks that could perform best during downturns

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FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PLUG, NIO, and more
Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut
Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern
Tesla's upcoming robotaxi event has analysts and investors guessing

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Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)

Show Notes
Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows
The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference

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East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AIinfrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: LUNR, CWST, and more
Snap releases latest AR glasses, Spectacles, targeted at developers
EU to impose hefty fines on Meta over classified ads practices - report
United States Steel gains on reports it won an extension for US review of Nippon Steel

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The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)

Show Notes
SA Sentiment: Will the Fed cut rates by 50 or 25 basis points?
Small-cap stocks best positioned for further upside

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Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: INTC and APP
Free speech? TikTok in court to argue against U.S. ban
Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants
Boeing’s 2008 strike offers clues on current work stoppage

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Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)

Show Notes
Goldman rebalances its long and short duration stock baskets
Citi cuts estimates on Applied Materials, Lam Research, KLA

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Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants. (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT, INTC and more
Stock moves reflect downgrade for US economic growth outlook - Goldman
Wall Street is alarmed about weaker consumer-credit trends: WSJ
Boeing strike may drag on, workers have 'most leverage' than ever before - union boss

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The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30)

Show Notes
Internet stocks with high interest income could see free cash flow drags
Earnings Calendar
Dividend Roundup

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Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches$100M settlement with SEC in HB 6 bribery scandal. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
China to raise retirement age as workforce shrinks, aging population grows
GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts
Noom launches cheaper compounded version of Novo's semaglutide

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The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)

Show Notes
5 reasons why stock market volatility persists
Alaska Air rallies after hiking profit guidance

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