Wall Street Breakfast

Voters head to the polls with odds favoring a Dem sweep. (0:17) Nonfarm payrolls seen up 65K for October. (1:26) Apple, AMD and Palantir earnings test battered tech stocks. (1:59)    Show NotesEarnings 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 Alpha at seekingalpha.com/subscriptions.

Binance reports $6.3B in potential losses from a massive breach. (0:17) Intel plunges as a PC slowdown derails its turnaround. (1:33) Reddit considers mandatory logins as AI search hits traffic. (2:37)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.

Amazon earnings preview (0:25) Google concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surprise (3:30) 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.    

Nelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire Lumentum? (1:38)    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.    

The Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027. (1:19)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.

SK Hynix surges after strong earnings and massive shareholder payouts. (0:17) Amazon warns software engineers against tokenmaxxing. (1:35) Robinhood slides after earnings fall short. (2:19) Show Notes What will the Fed do today?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.

2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10)Show NotesEarnings calendarEpisode 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.

Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going private amid a stock slump. (2:18)    Show NotesETFs that already have Anthropic exposureEpisode 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.

Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00)Episode transcripts: seekingalpha.com/wsbShow Notes:AI Spending Faces Reality Check As Tech Earnings Roll InSign 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.

Elon Musk warns hundreds of ‘guppy-level deaths’ amid AI lending crunch. (0:17) SK Hynix plans $12B special dividend. (1:37) Boo! Halloween candy sales fall as high prices squeeze consumers. (2:16)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.

What will be the FOMC’s next move? (0:17) Microsoft, Alphabet and Amazon earnings put AI spending under scrutiny. (1:30) JetBlue creditors organize amid rising fuel costs. (3:03)    Show NotesEarnings 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 Alpha at seekingalpha.com/subscriptions.

Moderna's (MRNA) cancer vaccine clears a hurdle, but the stock hits a wall. (00:13) Tower stocks (CCI) (AMT) soar as investors size up a major opportunity. (01:29) Kohl's (KSS) gets a rare buy rating. (02:25) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Friday: SKHY, MRNA, DECK, 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.

Tesla shares slip as analysts clash over its future. (0:14) IBM warns companies are questioning returns on AI spend. (1:17) Anthropic unveils agent Claude Duet. (2:24)     Show Notes American Airlines fuel costs soar 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.

AI uncovered a years-old threat lurking in the web’s code. (00:14) Meta (META) beat earnings expectations, but its legal troubles just got more expensive. (01:48) Alibaba (BABA) shares slide as China turns up the pressure on e-commerce. (02:45) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Thursday: TSLA, BABA, 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.

Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level. (2:34)     Show Notes Super Micro Computer rallies 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.

SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800. (02:22)  Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Wednesday: NFLX, SPCX, 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.

United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19)     Show Notes Oppenheimer’s top 50 Buy list 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.

3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: MMM, RAIL, 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.

Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29)     Show NotesDefensive stocks with Quality attributesEpisode 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.

Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Monday: INTC, SPCX, 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.