Wall Street Breakfast

Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.

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Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut

Episode transcripts: seekingalpha.com/wsb

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Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32) 

Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months

Episode transcripts: seekingalpha.com/wsb
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Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: QCOM, MELI, and more
MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance
Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds
Trump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO says

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Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01)

Show Notes
Super Micro Computer down 25%, giving up its entire AI rally
Incumbent party loses three-straight presidencies for the first time in 120 years

Episode transcripts: seekingalpha.com/wsb
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Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring. (03:01)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: DJT, SMCI, and more
Dave faces FTC complaint alleging deceptive practices toward consumers
Nvidia retakes world’s most-valuable company title from Apple as market cap climbs
Hawaiian Electric completes $2B settlement on deadly Maui fire

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So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)

Show Notes
Midcap stocks with ‘significant scope’ for upside
ADM postpones Q3 earnings to amend results amid more accounting errors
Dollar Tree faces another challenge after its CEO steps down

Episode transcripts: seekingalpha.com/wsb
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SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools

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Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47) 

Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets

Episode transcripts: seekingalpha.com/wsb
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Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more

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How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)

Show Notes
Here's how to invest for a Trump or Harris presidency

Episode transcripts: seekingalpha.com/wsb
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