Wall Street Breakfast

Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate

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.

The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)

Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut

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.

Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags

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.

The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its buyback. (3:05)

Show Notes
GameStop becomes an authorized dealer of sports and hobby trading cards
Amazon signs deals to invest in small nuclear reactors to power AI
British American Tobacco plans to sell synthetic nicotine pouches in U.S.

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), Baidu (BIDU) invest in Horizon Robotics' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategic partnership. (01:47) Meta Platforms (META) must face lawsuits saying it profited from youth social media addiction. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, JBHT, and more
Short sellers boost bets against technology stocks in September
Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
Stellantis sees 20% Y/Y drop in Q3 shipments

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.

ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman, BofA and Citi top forecasts. (1:38) Walgreens to close 1,200 stores. (3:10)

Show Notes
Bullish software stocks you shouldn’t sleep on
Medical Properties Trust investigation findings refute short seller allegations

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.

Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Verizon - Reuters. (01:22) Acting Labor Secretary visits Seattle in bid to end strike at Boeing. (01:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ERIC, DJT, and more
Odds rising that Saudi Arabia may 'open floodgates' on oil production - report
California governor signs law aimed at preventing spiking gas prices
S&P Global warns the auto industry has a tough road ahead

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.

Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing. (0:53) Was Uber the big winner at Tesla's robotaxi event? (3:01)

Show Notes
OPEC lowers global oil demand growth outlook for third-straight month
Three U.S. professors win Nobel Prize for economics

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.

SpaceX (SPACE) conducts fifth Starship test flight, returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American unit to Oaktree Capital for $400M in cash, stock: WSJ. (01:58) Biggest stock movers Monday: RILY, SIRI, and more. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics
JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook
Wall Street's bull run celebrates second birthday: A look at major assets & their returns

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's crackdown on password sharing is expected to help user numbers. (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more SiriusXM. (3:47)

Show Notes
Long high-end spending and short low-end spending
Earnings Calendar
Dividend 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.