Wall Street Breakfast

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 NotesThe most overbought and oversold global assetsPayPal stock slips after Q3 revenue missesEpisode 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.

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.Show links: Biggest stock movers Tuesday: F, VFC, and moreUS Treasury Department finalizes rule curbing tech investments in ChinaJPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reportsStarbucks threatens to fire employees who don't return to office: BloombergSign 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.

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 NotesHedge funds are a lot more skittish for this round of Magnificent 7 earningsBoeing looks to raise up to $19 billion in share offeringEpisode 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.

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

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 NotesThe most overweight stocks in ESG fundsEarnings CalendarDividend Roundup 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.

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.Show links: Berkshire Hathaway's Warren Buffett won't endorse political candidatesSteel union president trying to persuade members on opposition to Nippon Steel deal - BloombergDigitalBridge said to weigh sale of Brazilian hyperscale data center firm ScalaSign 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.

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 NotesSociete Generale’s global nuclear-exposed picks as capacity increasesUPS rallies after solid earnings into the holiday season; FedEx also higherEpisode 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) 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.Show links: Biggest stock movers Thursday: TSLA, IBM, and moreT-Mobile US delivers robust results, forecast on continued subscriber strength; shares riseFrontier's biggest holder hires adviser to evaluate sale to Verizon - BloombergThe U.S. debt: How annual deficits pile up to a $35T-plus totalSign 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.

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 NotesPaul Tudor Jones on inflation hedges: Long gold, bitcoin, commoditiesAT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares riseEpisode 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.

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.Show links: Biggest stock movers Wednesday: SBUX, MCD, QCOM, and moreMeta wins lawsuit dismissal over child safety allegations - reportArm to cancel chip design license deal with Qualcomm over contract dispute - reportOil industry averts Gulf of Mexico shutdown as judge extends environmental review deadlineSign 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.

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 NotesGoldman's top high dividend yield and growth stocksWalmart adds same-day prescription delivery serviceEpisode 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.

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.Show links: Biggest stock movers Tuesday: ZION, BOOM, and moreGold racks up another record; banks see gold's rise running into 2025RH corrects post-pandemic errors to own luxury category - analystDropping dimes: Nike signs long-term extension with the NBA and WNBASign 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.

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.