Wall Street Breakfast

Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale. (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: TSLA, AEHR, and more
Boeing accuses union of bad faith bargaining, misleading public
Why is Wall Street shrugging off geopolitical risk and powering to new highs?
AMD dips after unveiling new AI chip, CPU at showcase event

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The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20)  Apple and Amazon team up on streaming. (4:25)

Show Notes
Winners and losers from Piper Sandler's latest survey of teenagers
Pfizer ex-CEO and CFO exit Starboard activist campaign

Episode transcripts: seekingalpha.com/wsb
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Delta Air Lines (DAL) Q3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Costco reports 9% increase in September net sales and comp sales
Peter Todd denies claims of being bitcoin's mysterious creator - reports

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Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get cut to junk. (2:09)

Show Notes
Taiwan Semi's September revenue surges
Apple's global PC shipments tumble, Lenovo leads

Episode transcripts: seekingalpha.com/wsb
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U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Arcadium Lithium, Chinese stock names
Hurricane Milton nears Florida as people rush to evacuate, companies halt operations
Warren Buffett's Bank of America selling spree surpasses $10 billion mark
GM sees EV's achieving profitability by Q4, no plans to scale back in China
Rio Tinto to acquire Arcadium Lithium for $6.7B in all-cash deal

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McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list, ditching Amazon. (4:30)

Show Notes
End of Lilly obesity drug shortage leads to lawsuit
China balks at major stimulus

Episode transcripts: seekingalpha.com/wsb
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Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Chinese stocks, and more
China announces special bond to support economy, no major stimulus
ADT announces 'unauthorized activity on the company’s network'
Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa

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The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)

Show Notes
Yield curve inverts again
Hedge funds pile into healthcare stocks amid dip
Wells Fargo cuts Amazon as headwinds pressure OI, margins

Episode transcripts: seekingalpha.com/wsb
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Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: PFE and ALTM
Regeneron co-founder warns of harms from weight-loss drugs: FT
BP said to eye raising oil production as it scales back clean energy strategy
TotalEnergies to acquire 50% stake in North Sea wind projects

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Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)

Show Notes
Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%
Wynn Resorts granted UAE’s first commercial gaming license
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
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