Wall Street Breakfast

Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SEC charges Kraken for operating as unregistered crypto exchange. (01:23) Texas AG sues Pfizer (PFE) for alleged Medicaid fraud over ADHD meds. (02:23)

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.

Show links:
Biggest stock movers today: Agilent Technologies, MorphySys and more
The top 10 value plays, according to SA Quant Ratings
Nvidia Q3 earnings preview: Will widening China curbs dampen its blistering growth?
Holiday sales are expected to come in better than feared - watch these stocks

Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos can cash in when the A's move to Vegas. (2:25) Hundreds of Open AI employees threaten to quit. (3:03)

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.

Show Notes
Goldman Sachs 2024 stock strategy - sales growth
U.S. leading indicator falls slightly more than expected in October
Six Flags lands buy rating from Jefferies on merger upside

Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pausing driverless operations. (02:56) Nokia (NOK) expands partnership with Globe Telecom to cut network power use in the Philippines. (03:50)

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.

Show links:
Biggest stock movers today: NuScale Power, Chegg and more
Town hall at Disney: Bob Iger to discuss future as investors size up stock
Adobe gets EU antitrust warning over $20B planned Figma acquisition
L&T Technology Services collaborates with NVIDIA

Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the quiet economic calendar. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Baidu, Inc. (BIDU) and Nvidia Corporation (NVDA). (02:20) They also discuss the tale of two retail earnings reports, Walmart (WMT) and Target, (TGT) including WMT’s hint at signs of deflation.

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.

Show links:
Nvidia: Assuring Processor Dominance By Technology And Strategic Investments
Baidu: Upgrading To Buy
Walmart rattles retail sector with warning on consumer spending
Target rallies 17% after improved profitability flips the script on the retailer

Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing market shows surprising strength. (1:45) AT&T to launch standalone cybersecurity business. (3:20)

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.

Show Notes
Dividend Roundup: General Mills, Nike, Johnson & Johnson, Marriott, and more
Seven times the markets anticipated a dovish pivot that did not come true
Li Auto rallies after being added to the Hang Seng Index

Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars online. (00:29) ChargePoint (CHPT) plummets on CEO replacement, preliminary Q3 results. (01:31) Applied Materials (AMAT) under criminal investigation for evading export controls: report. (02:45)

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.

Show links:
Biggest stock movers today: Applied Materials, ChargePoint and more
Top 10 best performing stocks over the past week
IBM halts advertising on X as report finds ads placed next to pro-Nazi content
Italy bans lab-grown meat in effort to defend traditional culinary culture

Walmart is cautious on the consumer but says falling prices may be ahead. (0:15) Alibaba scraps cloud business spinoff. (2:30) Goldman channels Taylor Swift for its 2024 market outlook. (3:58)

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.

Show Notes
Walmart in charts: Comparable sales growth slows amid shifting consumer trends
Palo Alto Networks tumbles as it cuts full-year billings forecast
Initial jobless claims increase by 13K, more than expected

Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow. (00:26) Exxon (XOM) CEO says turning oil and gas firms into 'villains' harms path to net zero. (02:03) Walgreens Boots (WBA) close to £5B pension deal - report. (02:46)

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.

Show links:
Biggest stock movers today: Cisco Systems, Palo Alto Networks and more
Biden hails progress in Beijing ties; Xi tells CEOs China ready to be U.S. partner
Eli Lilly said to be eyeing billion-dollar German plant amid GLP-1 shortage
Goldman Sachs channels Taylor Swift for its 2024 stock market forecast
FDA reviewers reportedly question efficacy of Merck cough drug

Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but retail sales show strength. (2:12) Target shares soar as margins improve. (4:26)

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.

Show Notes
Michael Burry closes out broad market shorts, bets against semis
Warren Buffett's Berkshire Hathaway exits GM, Activision bets in Q3
Ray Dalio's Bridgewater boosts stakes in 3M, Best Buy, exits Apple, Shopify

Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy. (00:26) Chevron (CVX) reviewing options for Texas Haynesville shale assets - Reuters. (02:01) U.S. House clears stopgap spending bill to avoid government shutdown, Senate vote next. (02:53)

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.

Show links:
Biggest stock movers today: JD.com, Arcturus Therapeutics and more
China reset? Big business, Biden set to meet with Xi Jinping
Wall Street’s 20 most overbought stocks
C3.ai soars on expansion of AWS deal focused on generative AI