Wall Street Breakfast

Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47)  Bitcoin top $125,000 for first time. (2:57)Show Notes Which investing themes are ‘in’/‘out’ for H2 2020sEarnings 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

How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26)Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 3Biggest stock movers Friday: AMAT, RUM, and moreTesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay planYouTube to carry NBCUniversal's full portfolio under new long-term distribution pactGoogle VP says company plans to spin off life sciences unit Verily: 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.

Italy’s Bending Spoons is close to buying the company that once bought Time Warner.  (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)  Show Notes12 top takeover targets in techCaterpillar emerges as the new AI playEpisode 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 dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Thursday: RKT, STLA, and moreApple tables Vision Pro sequel to pursue smart glasses: reportTrump holding off on pharma tariffs to negotiate more deals - reportSA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPCSign 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 BLS down to one person, ADP payrolls jolt market with 32K drop.  (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)  Show NotesNike up on turnaround enthusiasmReddit slumps as ChatGPT citations dropChina’s Golden Week kicks offEpisode 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. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LAC, NKE, and moreS&P 500 clocks strongest Q3 performance since 2020UBS: U.S. lumber tariffs could add $8,900 to cost of building a homeNike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026Sign 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.

Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)Show NotesIs the labor market stronger than it seems?Wendy’s unveils TendysEpisode 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.

Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: UUUU, FLY, and moreTrump’s Tariffs: Key announcements from SeptemberOpenAI's H1 revenue climbs 16% to $4.3 billion - reportFord, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - 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.

Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)Show Notes BMO embraces S&P 7,000 by year endEpisode 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.

Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: GSK, MLTX, and moreGoldman's 48 potential M&A candidatesSA Asks: What's the most attractive cloud stock right now?Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expandsSign 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.

September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39)Show NotesEA stock – it’s in playGameStop loses its last sell-siderEarnings 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.

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centersAI revolution hits next stage of growth in Nvidia/OpenAI deal: WedbushWall Street rises after PCE index data comes in lineEpisode 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.

Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05)Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 26Biggest stock movers Friday: INTC, GFS, and moreTrump presses Japan, South Korea to pay billions 'upfront' in investmentsItaly's antitrust fines oil companies Eni, Esso, Q8 and others €937M for fuel market collusionCostco plans 35 new warehouses in fiscal 2026 as member upgrades and digital sales accelerateSign 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.

Three strong economic reports give the Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-flying Oracle gets a rare bear. (2:18)Show NotesIs the S&P the new risk-free rate?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.

Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow. (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: RIG, IMRX, and moreQualcomm unveils new Snapdragon chips for mobile, PCs at summitLithium Americas surges 95% on report of possible U.S. government stake but 'clock is ticking'Delta said to replace engine units on A320 fleet to address toxic fume leaksSign 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.

NFL Commissioner says the league is leaving money on the table. (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor. (2:57)Show Notes Goldman predicts AI productivity, GDP boostEpisode 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) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LAC, MU, and moreMicron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supplyOpenAI, Oracle reveal first Stargate data center in Texas: reportRussian fuel crisis grows as Ukraine steps up drone attacks on refineriesSign 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.

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)Show NotesNvidia is keeping the U.S. out of a recessionEpisode 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.

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SAVA, CLSK, and moreU.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report10 chip stocks to watch after Nvidia’s $100B commitment to OpenAITrump administration re-evaluating $2.3B loan for Lithium Americas mine - 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.

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto stocks, MTSR, and moreTrump officials reportedly set to link Tylenol use during pregnancy to autismSamsung stock hits year’s high following report of Nvidia approvalSaks is said to be in talks to sell stake in Bergdorf GoodmanSign 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.