Wall Street Breakfast

Spirit Airlines (SAVE) considering bankruptcy filing - WSJ.  (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SAVE and SMMT
What Seeking Alpha analysts think about the Tesla robotaxi event
Barnes Group jumps amid report Apollo in talks for $2B takeover
JPMorgan Chase buys stake in Australia's troubled Star Entertainment

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CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)

Show Notes 
Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets
The most crowded restaurant stocks

Episode transcripts: seekingalpha.com/wsb
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Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends. (03:15)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: LEVI, STLA, and more
Hershey looks for the right recipe to battle high cocoa prices
Nvidia CEO: 'Demand for Blackwell is insane'
OpenAI overtakes SpaceX as most valuable US-based private company

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Members in top-rated Medicare plans for 2025 drop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05)

Show Notes
BofA’s top 10 ideas for the fourth quarter
Barclays sees little upside for Super Micro

Episode transcripts: seekingalpha.com/wsb
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Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions: report. (01:24) Middle East conflict: Fears of wider war mount, oil continues to gain. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, LW, and more
Gold rises to second highest-ever settlement on Middle East escalation fears
CVS Health investor Glenview denies it's pushing to break-up company
U.S. port strike expected to have limited impact on healthcare supply chain: HHS

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Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:52)

Show Notes
Wells Fargo Q4 tactical ideas include TSLA, LVS, ULTA
Boeing looking to raise at least $10B via share sale

Episode transcripts: seekingalpha.com/wsb
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T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59)

Episode transcripts seekingalpha.com/wsb.

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Veeva Systems faces increasing competition from Salesforce: Morgan Stanley
Dockworkers go on strike, shutting down ports from Maine to Texas
Federal Reserve's policy rate is not on preset course as it moves toward neutral, Powell says
Tesla, Elon Musk score a win in legal battle over self-driving marketing

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TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coal. (4:06)

Show Notes
Wall Street institutions share their S&P 500 year-end targets
Core inflation is still 'uncomfortably' above the Fed's goal - Bowman

Episode transcripts: seekingalpha.com/wsb
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East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Chinese stocks, and more
Stocks to watch amid the threat of a major East Coast port strike this week
Israel downgraded by Moody's as war weighs on economy
Economic growth, interest rates to dictate quality factor in stocks, Goldman says

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Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)

Show Notes
Earnings Calendar
Stocks with the highest consensus of expected ROE growth

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.