Our top stories today: Campaign trail ends with market rally; election count continues; and stimulus bill by the end of the year?Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street Breakfast November 5: Campaign Trail Ends With Market Rally

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb

Business

Investing

Careers

Management & Marketing

Business News

Shopping

News

Goldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in March trounce expectations. (2:03) Tesla confirms it will lay off 10%. (4:01)Show NotesSmall and midcap pair trades for every sector - OppenheimerEpisode 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.

Goldman Sachs posts strong numbers

Apple (AAPL) loses top smartphone maker crown to Samsung (SSNLF). (00:27) Tesla (TSLA) employees brace for potential layoffs - report. (01:01) J&J; (JNJ) cough syrup recall classified as most serious in South Africa. (01:51) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AA, MPW, and moreEarnings week ahead: BAC, JNJ, TSM, UNH, ABT, SLB, UAL, PG, NFLX and moreGold upgraded at Goldman Sachs amid geopolitical risksU.S. hikes royalty fees for drilling on federal lands for first time in a centurySign 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.

Samsung overtakes Apple as top smartphone maker

Further conflict could boost oil prices and keep U.S. inflation high. (0:16) Netflix highlights earnings this week. (2:57) Piper Sandler picks Triple Select Stocks. (3:30)Show NotesThe Federal Reserve Needs To Raise Interest Rates By A Quarter PointEpisode 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.

Oil market in focus after Iran attack on Israel

Yimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links:Nasdaq, S&P; shed about 1% each, Dow drops more than 400 points after hot CPIRiddled With RatesHot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutesSign 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.

Strong economic data not necessarily bad for equity market

Drug shortages in U.S. at highest level on record since 2001. (00:25)  Amazon exec: Robots, new technologies stealing jobs is a myth. (01:34) Thyssenkrupp to cut steel production capacity, jobs. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NRIX and APLDEarnings CalendarBig banks set to report Q1 earnings; seen adjusting guidance for fewer rate cutsExxon CEO's 2024 total pay bumped up 3% to $36.9M; Chevron CEO pay rose 12%FDA chief sees no reason for delay in cannabis reschedulingSign 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 Breakfast November 5: Campaign Trail Ends With Market Rally

Download our free app to listen on your phone