Wall Street Breakfast

Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).Show Notes:Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - reportGold hits another record with bank worries in focus alongside trade, rate cutsBank fears spread with wider market spooked over credit 'cockroaches'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.

Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32)  Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Oct. 17Biggest stock movers Friday: U.S. bank stocks, and moreChinese carmaker BYD to recall record number of cars over design, battery issuesSpirit Airlines to furlough 365 pilots, demote 170 others next year - reportU.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa feesSign 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.

Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)Show NotesThe fastest drive-thrus aroundBTIG’s top retailer picksEpisode 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. 

Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: HPE, UAL, NIO, and moreEarnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectationsMorgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO saysApple's first moving product could take the spotlight off Tesla's robot dreamsSign 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 eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)Show NotesDriverless cabs coming to LondonEpisode 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.

Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘semi-rational’ to own gold. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: VERI, PZZA, and moreLuxury names surge after 13% pop in LVMH stock priceIntel to launch new AI chip next year - reportNscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chipsSign 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.

J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)Show NotesHSBC’s 10 stock picks going into earnings seasonEpisode 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.  

Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVTS, PII, and moreNavitas soars on progress in 800 VDC power devices for Nvidia AI platformsOff-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBSRobinhood to look for M&A opportunities in prediction markets - 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.

The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)Show Notes30 stocks showing signs of frothBeyond Meat craters  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.

Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and moreSilver soars to decades-high in historic short squeeze as gold hits recordEconomists expect stronger economic growth, slower job gains - NABE surveyTrump hints export controls on Boeing parts in response to China - 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.

President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24)Show Notes The Air Jordan EconomyMore stocks to shortEarnings 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.

Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Take the quiz: Investment News Quiz - Friday, Oct. 10Biggest stock movers Friday: APLD, PATH, and moreSenate passes bill requiring Nvidia, AMD to prioritize domestic customers over ChinaChina said to tighten customs checks on Nvidia AI chipsLevi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlookSign 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.

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)Show Notes     J.P. Morgan’s top tech stocks to short  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.

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: AZZ, RELL, and moreMicrosoft plans healthcare AI push in Copilot with Harvard deal: reportU.S. sanctions 29 companies in China, Turkey, and UAE over Iran military supportUS approves Nvidia chip exports to UAE in bilateral AI deal: 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.

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)Show Notes     J.P. Morgan’s top consumer sector shorts  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.

U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: JOBY, OMI, and moreABB to divest robotics division to SoftBank for $5.38 billionBMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakersIntel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - 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.

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)  Show NotesPaul Tudor Jones has that 1999 feeling  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.

Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: TMQ, STZ, and moreFire at aluminum plant seen disrupting business at Ford, other automakers - reportTrilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road projectArcher Aviation up double-digits on potential ties to Tesla's special announcementSign 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 will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)  Show NotesYoung Wall Streeters say this is the essential human skill in the AI era  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.

Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: MU, QUBT, and moreFrench Prime Minister Sebastien Lecornu resignsFour things for stock bulls to worry about other than the shutdown40 alternative economic reports to utilize during the shutdownBoeing prepares for possible 737 MAX production hike this month - 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.