Wall Street Breakfast

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.

The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)Show NotesYield curve inverts againHedge funds pile into healthcare stocks amid dipWells Fargo cuts Amazon as headwinds pressure OI, marginsEpisode 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.

Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: PFE and ALTMRegeneron co-founder warns of harms from weight-loss drugs: FTBP said to eye raising oil production as it scales back clean energy strategyTotalEnergies to acquire 50% stake in North Sea wind projectsSign 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.

Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)Show NotesGoldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%Wynn Resorts granted UAE’s first commercial gaming licenseEarnings 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.

Spirit Airlines (SAVE) considering bankruptcy filing - WSJ.  (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SAVE and SMMTWhat Seeking Alpha analysts think about the Tesla robotaxi eventBarnes Group jumps amid report Apollo in talks for $2B takeoverJPMorgan Chase buys stake in Australia's troubled Star EntertainmentSign 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.

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.