Wall Street Breakfast

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 NotesHighly shorted Spirit Airlines is on watch after its debt refinancing dealLumen, Meta announce partnership to expand AI networkEpisode 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.

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.Show links: Biggest stock movers Monday: BA, SAVE, and moreSome Apple employees believe it's 2 years behind in AI development: BloombergHoneywell forecast shows increased demand for new business jetsSaudi Arabia's United Electronics plans IPO for finance unitSign 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.

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 NotesUBS upgrades view on U.S. stocks to attractive - here are its top picksEarnings CalendarEpisode 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.

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.Show links: Biggest stock movers Friday: NFLX, ISRG, and moreHistory says the stock market's bull run could keep going for years – Carson’s DetrickJanet Yellen warns Trump's proposed tariffs would reignite inflationNvidia's smothering market share leads BofA to raise EPS estimateSign 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 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 NotesInvestors should add to small- and mid-cap stocks because of valuations, Fed’s outlookECB delivers another 25 bps interest rate cutEpisode 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.

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.Show links: Biggest stock movers Thursday: TSM, NOK, and moreOklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclearBlackBerry shows plan to return to profitability next year at investor dayNo more shrinkflation? PepsiCo says it will add more potato chips to some bagsSign 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 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 NotesGameStop becomes an authorized dealer of sports and hobby trading cardsAmazon signs deals to invest in small nuclear reactors to power AIBritish American Tobacco plans to sell synthetic nicotine pouches in U.S.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.

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.Show links: Biggest stock movers Wednesday: ASML, JBHT, and moreShort sellers boost bets against technology stocks in SeptemberQualcomm expected to wait until after US election to make Intel decision - BloombergStellantis sees 20% Y/Y drop in Q3 shipmentsSign 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.

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 NotesBullish software stocks you shouldn’t sleep onMedical Properties Trust investigation findings refute short seller allegationsEpisode 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.

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.Show links: Biggest stock movers Tuesday: ERIC, DJT, and moreOdds rising that Saudi Arabia may 'open floodgates' on oil production - reportCalifornia governor signs law aimed at preventing spiking gas pricesS&P Global warns the auto industry has a tough road aheadSign 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.

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 NotesOPEC lowers global oil demand growth outlook for third-straight monthThree U.S. professors win Nobel Prize for economicsEpisode 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.

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.Show links: China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specificsJPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlookWall Street's bull run celebrates second birthday: A look at major assets & their returnsSign 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'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 NotesLong high-end spending and short low-end spendingEarnings 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.

Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale. (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: TSLA, AEHR, and moreBoeing accuses union of bad faith bargaining, misleading publicWhy is Wall Street shrugging off geopolitical risk and powering to new highs?AMD dips after unveiling new AI chip, CPU at showcase eventSign 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 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 NotesWinners and losers from Piper Sandler's latest survey of teenagersPfizer ex-CEO and CFO exit Starboard activist campaignEpisode 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.

Delta Air Lines (DAL) Q3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Texas Instruments, Infineon added as new Nvidia suppliers: analystCostco reports 9% increase in September net sales and comp salesPeter Todd denies claims of being bitcoin's mysterious creator - reportsSign 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.

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 NotesTaiwan Semi's September revenue surgesApple's global PC shipments tumble, Lenovo leadsEpisode 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. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Arcadium Lithium, Chinese stock namesHurricane Milton nears Florida as people rush to evacuate, companies halt operationsWarren Buffett's Bank of America selling spree surpasses $10 billion markGM sees EV's achieving profitability by Q4, no plans to scale back in ChinaRio Tinto to acquire Arcadium Lithium for $6.7B in all-cash dealSign 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.

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 NotesEnd of Lilly obesity drug shortage leads to lawsuitChina balks at major stimulusEpisode 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.

Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Chinese stocks, and moreChina announces special bond to support economy, no major stimulusADT announces 'unauthorized activity on the company’s network'Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, AfricaSign 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.