Wall Street Breakfast

Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when markets are sliding (0:25). Focusing on dividend growth and safety, not high yields, and why dividend stocks are still attractive when money market yields are high (3:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Show Notes:Dive Into Dividends: 14 Must-Have Stocks When Markets DipTop Dividend StocksEpisode transcripts 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.

Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the release of September retail sales next week and what the numbers say about the health of the economy. (00:21) He also discusses the impact of weight loss drugs on different stocks, most notably Ozempic by Novo Nordisk (NVO). (03:24) Julie gives a brief earnings preview of Netflix (NFLX), Tesla (TSLA) and Taiwan Semiconductor Manufacturing (TSM). (02:00)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.Show links:Consumer price index comes in a touch hotter than expected in SeptemberNovo Nordisk to stop late-stage kidney failure trial as interim data shows efficacyTaiwan Semiconductor likely to receive waiver from Chinese export control curbsTesla headwinds include a sales deceleration in China and price cuts in the U.S.Netflix changes ad chie

UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcomm (QCOM) said to cut jobs in California in effort to slash costs. (01:17) Disney (DIS), Comcast (CMCSA) hire banks to arrive at Hulu valuation for sale. (02:11)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.Show links: Biggest stock movers today: Dollar General, SMART Global and moreU.S. weighs including Chinese subsidiaries overseas in new AI chip curbs - reportDollar General jumps after appointing Todd Vasos as CEOTesla announces pay raise for German plant workers amid union disputeBanks Q3 earnings preview: Expect NIM pressure, elevated charge-offs

A rise in shelter prices pushes CPI up +0.4% in September. (0:15) Walgreens issues disappointing guidance right after new CEO appointment. (2:50) OpenAI intends major updates ahead first Developers Conference. (3:05)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.Show NotesMost crowded longs and shorts going into earnings seasonDomino's Pizza slips after U.S. same-store sales decline in Q3Initial jobless claims hold steady in past week

UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT) receives notice from IRS for nearly $29B in back taxes, penalties. (01:38) Hollywood strike: Talks between studios, actors break down. (02:29)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.Show links: Biggest stock movers today: Tupperware Brands and Victoria's SecretOpenAI plans to unveil new updates with potentially lower costs to attract developers - reportTempest Therapeutics soars 4,000% on updated data (update)China sovereign wealth fund raises stake in 'Big Four' banks

Exxon Mobil (XOM) will pay $59.5 billion in stock. (0:15) Debut of Las Vegas mega resort nears. (3:56) Packaging makers could take a hit from weight-loss drugs. (4:53)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.Show NotesBank of England warns on U.S. tech stock valuationsProducer price index increases more than expected in SeptemberDisney rises as company announces price hikes at Disneyland, Disney WorldHP investor day shows capital return plans are 'key' to investor base

Birkenstock (BIRK) prices IPO at $46 per share as footwear company looks for $9B valuation. (00:25) U.S. to award $7B in funds for hydrogen hubs this week, reports say. (01:41) Samsung Electronics (SSNLF) expects 78% drop in Q3 operating profit. (02:35)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.Show links: Biggest stock movers today: DaVita, E2open, Polestar and moreClean energy stocks rally as France aims to double output from renewablesThe Las Vegas Strip will have a new mega resort opening in DecemberAmerican Airlines suspending flights to Israel through early December

PepsiCo (PEP) reports solid Q3 organic sales growth. (0:15) PC market set to rebound in Q4. (3:35) Barclays digs into climate change impact on the ski season. (4:10)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.Show NotesAbercrombie & Fitch is called a mall stock standout by JefferiesElectronic Arts rises as BofA upgrades, says discount 'unwarranted' going into 2024Lincoln National debt rating cut at Moody's on capital, profit headwinds

Country Garden (CTRYF) stock drops on debt default warning amid cash crunch, weak sales. (00:26) WW International (WW) rides the Ozempic (NVO) wave, closes up 13%. (01:26) Door maker PGT Innovations (PGTI) gains amid report of rejected $1.9B bid. (02:55) 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.Show links: Truist said to be in talks to sell rest of its insurance brokerage unitFannie Mae survey shows pessimism in housing market hit new high in SeptemberPG&E to pay $45M penalty for California's Dixie Fire, regulator saysSonos dips amid loss in Google patent case

Israel orders a ‘complete siege’ of Gaza. (0:15) Wedbush cautious on Rivian (RIVN) on management concerns (2:12) Pintesrest (PINS) gets a vote of confidence. (2:32)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.Show NotesInvestor Movement Index slips for first time in five monthsAirline flights to Israel are cut back dramatically after Hamas attackArm Holdings rises as JP Morgan starts with overweight rating

Oil prices pop after Hamas attack on Israel but analysts foresee limited gains. (00:26) Trian's Peltz plans new push for board seats at Disney (DIS)- report. (01:49) Bristol-Myers Squibb (BMY) to acquire Mirati Therapeutics (MRTX) for $4.8B. (02:44)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.Show links:Birkenstock IPO likely to price at top end of range - reportTesla headwinds include a sales deceleration in China and price cuts in the U.S.Citigroup to sell China consumer wealth portfolio to HSBC

Matthew Tuttle and Rob Isbitts discuss what's happened in the bond market and why it now has everybody's attention (1:45). Rate watching, inverted curves, the absolute level of the 10-year (5:25) and what they're each buying (18:00).Transcripts on Seeking AlphaShow Notes:Powell Prioritizes Inflation, Overblown Fed Reactions And Market NarrativesWall Street Lunch: Job Market Keeps Humming As Payrolls SurgeS&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsTBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF StrategiesSign 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.

Catalyst watch for the week of October 8. Seeking Alpha Senior Executive Editor Kim Khan on the most notable catalyst for the week, CPI. He also discusses a topic suggested by a listener, clean energy stocks and why they underperform compared to traditional energy. Julie gives a brief bank earnings preview. Banks start reporting earnings on Friday, October 13.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.Show links:Catalyst Watch: Eyes on the Birkenstock IPO, PepsiCo earnings and FOMC minutesJobs growth surges past consensus in September; unemployment stays at 3.8%Sunrun, Plug Power lead alternative energy stocks lower, whacked by rising ratesDelta Air is latest carrier to find fake aircraft engine parts - reportU.S. 10-Year Treasury yield tops 4.75% a level not seen since 2007

September payrolls jump by more than double estimates. (0:15) Stocks show resilience after initial tumble. (0.39) Tesla cuts prices. (3:12)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.Show NotesBuy-rated dividend stocks for volatility and high ratesBofA’s Alpha Surprise Model: Lots of Energy additions, Consumer Discretionary deletionsOpenAI mulls making own AI chips

PepsiCo (PEP) leads slump in beverage stocks ahead of earnings season. (00:26) Exxon (XOM) close to buying Pioneer Natural (PXD) for about $60B - WSJ. (01:58) Amazon (AMZN) lets go employees in communications across divisions. (02:54)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.Show links: Top 10 stocks with the highest short interestRivian closes down 23%, its biggest ever one-day percentage dropLong-term mortgage rates reach highest level in a generation

AT&T (T) can now start looking at options for its 70% DirecTV stake. (0:15) Will less hungry Americans change the grocery landscape? (3:08) Strategist sees echoes of the 1987 crash in this market. (3:58)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.Show NotesDive Into Dividends: 14 Must-Have Stocks When Markets DipMcDonald's raises dividend by about 10% to $1.67 a shareCitigroup begins reviewing employees for layoffs, reassignments

Walmart (WMT) says Ozempic (NVO), weight loss drugs impacting sales - Bloomberg. (00:23) BlackBerry (BB) will IPO internet of things unit. (01:29) UAW strike update: Ford (F) announces more layoffs; GM puts cost at $200M. (03:11)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.Show links: Alibaba logistics hub in Belgium on watch amid espionage fears - reportClorox details financial impact of cybersecurity attackTobacco stocks may face a test if the UK youth smoking ban gains steamAT&T said to start evaluating options for hefty DirecTV stake

SoftBank CEO says AI is 'self-learning, self-training, and self-inferencing.' (0:15) Citi bears see oil prices falling to $70. (1:57) UK aims for a smoking-free generation with new rules. (4:10)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.Show NotesCorrection could be coming for mega caps - Wells FargoPrivate sector job growth slows markedly in September: ADP Jobs ReportTilray touts diversification after Q1 revenue beat

Kevin McCarthy's historic ouster revives government shutdown fears. (00:27) Intel announces plans to separate Programmable Solutions Group as standalone biz. (01:36) Amazon allegedly used algorithm to boost prices - WSJ. (03:03)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.Show links: Apple downgraded at KeyBanc on valuation, potentially slow US salesMolson Coors plans to boost its beyond beer business, launch new buybacksMeta said to lay off Reality Labs silicon unit

The 10-year tops 4.75% as longer bonds continue drastic selloff. (0:15) Delta is the latest carrier to find fake engine parts. (2:27) U.S. shale producers won't drill even if oil hits $100/barrel. (3:34)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.Show NotesJob openings unexpectedly climb in August, snapping downward trendCanaccord Genuity says that the stage is set for a bounce given oversold market conditionsEli Lilly to acquire Point Biopharma in $1.4B deal