Wall Street Breakfast

Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)

Episode transcripts seekingalpha.com/wsb.

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Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
U.S. and Intel could close $8.5B chip funding by year-end - report
Intel said to rebuff approach by Arm Holdings for product unit

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Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)

Show Notes
Buy Tesla call options ahead of two October catalyst events - Goldman
Durable goods orders come in flat in August; core number rises more than forecast

Episode transcripts: seekingalpha.com/wsb
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OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: MU, ARMK, and more
Vistra passes Nvidia to become S&P 500's top gainer this year
Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays

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China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50) 

Show Notes
The Top Five short crowded stocks in each sector
The Top Five long crowded stocks in each sector

Episode transcripts: seekingalpha.com/wsb
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Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600. (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: SAP, SFIX, RITM, and more
Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle
Caroline Ellison sentenced to 24 months in prison over FTX collapse
DOJ adds AI risks in guidance to evaluate company compliance programs

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Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)

Show Notes
Stocks that benefit from a softer labor market
Snap taps Google’s Gemini AI for Snapchat's chatbot

Episode transcripts: seekingalpha.com/wsb
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U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share. (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00)


Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: SNOW, LNW, and more
Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies
Trump threatens Deere with huge tariffs if it moves production to Mexico
Levi Strauss says it may take longer to reach $10B sales target - report

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International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)

Show Notes
Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles
Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari

Episode transcripts: seekingalpha.com/wsb
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Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories. (02:25)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: INTC and CIEN
Google's emails presented as key evidence in antitrust trial
Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars
Telix to expand its North American manufacturing footprint with acquisition of RLS for $250M

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Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)

Show Notes
Goldman Sachs’ Rubner: Negative near term
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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