Wall Street Breakfast

U.S. midterm elections. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD faces high expectations; Shopify's AI-agent concerns and Pfizer's patent expirations weigh on investor sentiment.

Episode transcripts: seekingalpha.com/wsb

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Apple forecasts stronger sales, but with pressure on margins. (0:18) Salesforce agrees to acquire voice AI specialist Cresta. (1:37) Disney preps for thousands of job cuts. (2:08)

Show Notes
Odds of Democrats sweeping midterms hit 75% on Election Day
S&P 500 has an amazing post-midterms track record

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Falling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum deal - smart, but weird timing (4:05). Apple and Palantir face critical earnings tests (6:50)

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S&P cuts Meta's outlook over soaring AI spend, low cash flow. (0:17) Binance sees $3.64B flow out as withdrawals resume. (1:23) OpenAI plans to rebrand data centers as ‘AI compute campuses.’ (2:06)

Episode transcripts: seekingalpha.com/wsb

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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 Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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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)

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

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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)

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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.

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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 https://seekingalpha.com/news/4657973-fomc-is-expected-to-hold-on-wednesday-but-its-likely-not-done-with-rate-hikes?source=wsb_podcast:sk_hynix_unveils_75b_shareholder_bonanza
What will the Fed do today?

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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 Notes
Earnings calendar

Episode transcripts: seekingalpha.com/wsb

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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 Notes
ETFs that already have Anthropic exposure

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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/wsb

Show Notes:
AI Spending Faces Reality Check As Tech Earnings Roll In

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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)

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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 Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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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 more

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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 https://seekingalpha.com/news/4655837-american-airlines-profit-grounded-by-soaring-fuel-costs?source=wsb_podcast:tesla_flat_on_revenue_but_big_on_promises
American Airlines fuel costs soar

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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 http://seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: TSLA, BABA, and more

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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 https://seekingalpha.com/news/4655128-super-micro-jumps-on-strong-prelim-q1-results-wedbush-calls-it-a-clear-positive?source=wsb_podcast:netflix_slowdown_rattles_wall_street
Super Micro Computer rallies

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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 more

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