Wall Street Breakfast

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 assetsThe most crowded restaurant stocksEpisode 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.

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.Show links: Biggest stock movers Thursday: LEVI, STLA, and moreHershey looks for the right recipe to battle high cocoa pricesNvidia CEO: 'Demand for Blackwell is insane'OpenAI overtakes SpaceX as most valuable US-based private companySign 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.

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 NotesBofA’s top 10 ideas for the fourth quarterBarclays sees little upside for Super MicroEpisode 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.

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.Show links: Biggest stock movers Wednesday: NKE, LW, and moreGold rises to second highest-ever settlement on Middle East escalation fearsCVS Health investor Glenview denies it's pushing to break-up companyU.S. port strike expected to have limited impact on healthcare supply chain: HHSSign 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 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 NotesWells Fargo Q4 tactical ideas include TSLA, LVS, ULTABoeing looking to raise at least $10B via share saleEpisode 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.

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.Show links: Veeva Systems faces increasing competition from Salesforce: Morgan StanleyDockworkers go on strike, shutting down ports from Maine to TexasFederal Reserve's policy rate is not on preset course as it moves toward neutral, Powell saysTesla, Elon Musk score a win in legal battle over self-driving marketingSign 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.

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 NotesWall Street institutions share their S&P 500 year-end targetsCore inflation is still 'uncomfortably' above the Fed's goal - BowmanEpisode 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.

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 moreStocks to watch amid the threat of a major East Coast port strike this weekIsrael downgraded by Moody's as war weighs on economyEconomic growth, interest rates to dictate quality factor in stocks, Goldman 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.

Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)Show NotesEarnings CalendarStocks with the highest consensus of expected ROE growthEpisode 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.

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.Show links: Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areasU.S. and Intel could close $8.5B chip funding by year-end - reportIntel said to rebuff approach by Arm Holdings for product 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.

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 NotesBuy Tesla call options ahead of two October catalyst events - GoldmanDurable goods orders come in flat in August; core number rises more than forecastEpisode 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 (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 moreVistra passes Nvidia to become S&P 500's top gainer this yearZuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024Stocks that are set to benefit from either Harris or Trump winning scenarios – BarclaysSign 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.

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 NotesThe Top Five short crowded stocks in each sectorThe Top Five long crowded stocks in each sectorEpisode 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.

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 moreGoldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdleCaroline Ellison sentenced to 24 months in prison over FTX collapseDOJ adds AI risks in guidance to evaluate company compliance programsSign 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.

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 NotesStocks that benefit from a softer labor marketSnap taps Google’s Gemini AI for Snapchat's chatbotEpisode 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. 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.Show links: Take the Seeking Alpha Sentiment SurveyBiggest stock movers Tuesday: SNOW, LNW, and moreSenate HELP Committee hearing could get heated as Novo Nordisk CEO testifiesTrump threatens Deere with huge tariffs if it moves production to MexicoLevi Strauss says it may take longer to reach $10B sales target - 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.

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 NotesHere’s how S&P 500 sectors perform one year after the Fed launches easing cyclesMonetary policy is still tight after rate cut, neutral rate may have risen: KashkariEpisode 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.

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 CIENGoogle's emails presented as key evidence in antitrust trialElon Musk says SpaceX to launch 5 uncrewed Starships to MarsTelix to expand its North American manufacturing footprint with acquisition of RLS for $250MSign 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.

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 NotesGoldman Sachs’ Rubner: Negative near termEarnings 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.

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.Show links: Biggest stock movers Friday: FDX, NKE, and moreOpenAI's possible pursuit of IPO creates unique challengesJ&J said to boost offer to settle baby powder lawsuits to over $8.2BDisney to stop using Slack as its corporate messaging platform - WSJSign 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.