Wall Street Breakfast

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.Show links: Biggest stock movers Tuesday: LYV, GRAB, and moreBaidu unveils AI smart glasses, text-to-image generator at annual event - reportBitcoin nears $90,000, ETFs see record inflows as institutional demand swellsAmerican Homes 4 Rent upped to Outperform at Evercore on higher mortgage ratesSign 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.

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 NotesMonolithic Power Systems tumbles as Blackwell allocation 'at risk'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.

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.Show links: Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and moreFirefox turns 20: Can Mozilla return to its previous heights?Wall Street picks for bank stocks after Trump's victory include Capital One, PNCSign 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 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 NotesWells Fargo’s Growth ListDividend RoundupRussia mulling mega oil mergerEpisode 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.

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/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.

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 demandChips mostly rise as earnings fly in; Qualcomm gives up gainsAsian markets mixed after Fed's expected rate cutEpisode 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.

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 NotesGoldman Sachs sticks to 9% S&P 500 gain forecast for next 12-monthsEpisode 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.

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.Show links: Biggest stock movers Thursday: QCOM, MELI, and moreMSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalanceFed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfoldsTrump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO saysSign 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.

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 NotesSuper Micro Computer down 25%, giving up its entire AI rallyIncumbent party loses three-straight presidencies for the first time in 120 yearsEpisode 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.

Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DJT, SMCI, and moreDave faces FTC complaint alleging deceptive practices toward consumersNvidia retakes world’s most-valuable company title from Apple as market cap climbsHawaiian Electric completes $2B settlement on deadly Maui fireSign 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.

So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)Show NotesMidcap stocks with ‘significant scope’ for upsideADM postpones Q3 earnings to amend results amid more accounting errorsDollar Tree faces another challenge after its CEO steps downEpisode 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.

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.Show links: Biggest stock movers Tuesday: CLF, PLTR, and moreWynn Resorts falls after Macau revenue misses the consensus expectationGoodyear cost savings initiative keeps profits intact despite drop in tire salesPalantir leaps after crushing estimates due to its popular AI toolsSign 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.

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-Amazon power deal. (3:47) Show NotesMarriott's full year outlook lowered again on sluggish Chinese marketsEpisode 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.

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.Show links: Biggest stock movers Monday: NVDA, DJT, and moreElection-proof Walmart is tipped to see gains amid market uncertaintyOPEC+ delays 2.2M barrel-per-day increase until end of DecemberEarnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and moreSign 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 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 NotesHere's how to invest for a Trump or Harris presidencyEpisode 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.

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.Show links: Biggest stock movers Friday: AMZN, INTC, and moreSony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contractsCarvana shares defy gravity, but is the stock's valuation justified?S&P 500 October winners and losers: United Air soars, Qorvo cratersSign 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.

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 NotesCall overwriting and call buying opportunities within the Russell 1000Put underwriting and put buying opportunities within the Russell 1000Peloton appoints Apple Fitness+ co-founder as CEOEpisode 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.

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.Show links: Biggest stock movers Thursday: MSFT, META, and moreElon Musk ordered to attend hearing in Philadelphia over $1M voter giveawayKey takeaways from Meta's Q3 earnings, amid flat stock reactionThis is how investors should allocate their money in election years: SA’s Steven CressSign 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.

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

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.Show links: Biggest stock movers Wednesday: GOOG, SNAP, and moreColonial Pipeline considers options including potential $10B-plus sale - BloombergUkraine, Russia said to be in talks over halting attacks on energy infrastructureRobotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a weekSign 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.