Wall Street Breakfast

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20).Show NotesTrump drops 40% tariffs on Brazilian beef, coffee amid rising food pricesWhy the September jobs report will lead to more tariff cutsWall Street rebounds after the prior day’s volatile downturnEpisode 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 drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Take the news quiz: Investment News Quiz - Friday, Nov. 21Biggest stock movers Friday: GAP, ESTC, and moreWall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's SosnickNvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026Strategy may face billions in outflows if excluded from MSCI indices - JPMorganSign 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.

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21)Show NotesThis bond action could signal the end of the equity bull market  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.

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, PANW, and moreNvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlookChina considers aggressive new stimulus to rescue property sector amid financial system fears - reportMeta's chief AI scientist Yann LeCun announces departure to start his own firmSign 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.

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PLUG, ON, and more'Relax,' selloff is just P&L protection - NomuraElon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - reportWarner Bros. Discovery board wants Paramount to offer around $30/share - AxiosSign 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.

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)Show NotesGoldman’s best AI productivity stocksWhy traders are watching this key S&P level    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 .

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: OWL, AXTA, and moreNio's right-hand drive model Firefly enters productionBaidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%China books nearly million tons of U.S. soybeans after brief pause - 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.

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)Show NotesNetflix 10-for-1 stock split goes into effect    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 .

Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: QUBT, XPEV, and moreHidden homeownership costs hit nearly $16,000 a year, Zillow saysSA Asks: What happens if Trump's tariffs are ruled illegal?Boeing sees sharp increase in Patriot seeker deliveriesSign 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 market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)Show Notes Earnings 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.

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).Show links: Nasdaq turns selloff around amid valuation worries, big tech recoversCisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum acceleratesCircle Internet Group (CRCL) Q3 2025 Earnings Call TranscriptAI Spending Surge, Contrarian Take On Tech StocksEpisode 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.

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Take the quiz: Investment News Quiz - Friday, Nov. 14Biggest stock movers Friday: CDTX, AMAT, WBD, and moreFed's Kashkari did not back last rate cut, undecided on December - reportGoogle proposes changes to adtech business after EU fine, but no asset breakupBlue Origin launches NASA's Mars mission, sticks booster landing for the first timeSign 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.

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)Show NotesA Michael Burry Wall Street timelineStocks fall in big risk-off move as Tesla, Nvidia sinkTarget tells employees to smileVerizon announces big layoffs   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) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, BTDR, and moreGoldman's AI layoffs early warning signalWeight Watchers plans to sell Novo's obesity pill once it launches - reportWaymo launches autonomous freeway rides in San Francisco, Los Angeles, PhoenixSign 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.

Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)Show NotesGoldman’s healthcare stock picks   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 .

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, ALC, and moreTrump to host Wall Street CEOs on Wednesday at White House - reportFoxconn sees AI-driven growth in 2026, teases OpenAI announcementTrump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'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.

Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)Show NotesS&P 500 more correlated to Nvidia than its own 500 componentsMichael Burry targets hyperscaler accounting   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 .

50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BBAI, RKLB, and moreUS Senate passes bill to end longest ever government shutdown, sending it to HouseNebius Q3 Earnings Preview: What to expect?Tesla chair says the company could be on the cusp of the largest value-creation event in historySign 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 shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)Show NotesBofA says short hyperscaler bondsSource says Papa John’s deal report not true    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 .

Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RUM, MTSR, and moreSA Asks: What are the best AI-focused ETFs right now?Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persistsTesla's Cybertruck head quits after eight yearsSign 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.