Wall Street Breakfast

Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see first interest rate cut in May. (2:00) YouTube to require disclosure on AI video. (3:54)

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Show Notes
Top 10 most and least shorted stocks by hedge funds
Home Depot tops estimates even as customers opt for smaller projects
Canadian Solar sinks after Q3 miss; Q4 sales guidance far below consensus

Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer (BAYRY) pulling lymphoma drug from US market over failed study. (01:39) Boeing (BA) expands factory to boost output of Patriot missile sensors. (02:19)

Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers today: Fisker, Snap, Beauty Health Company and more
Consumer price index expected to slow in October; core inflation seen stalling
Index investing has created the most massive misallocation of capital in history – Cathie Wood
U.S. probes ~100 tankers for suspected violations of Russia oil sanctions - Reuters

Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15) Exxon plans to become a leading producer of lithium for the EV sector. (1:48) Stock and bond markets are now punishing zombie companies. (3:04)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Alphabet ditches Robinhood stake, filing shows
Tyson Foods falls 6% after guiding for flat revenue in FY24
Ford workers in Louisville vote against new labor deal

China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'. (01:25) Ajinomoto (AJINF) to acquire Forge Biologics in an all-cash deal. (03:00)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Boeing, StoneCo and more
Apple is working on generative AI. Morgan Stanley shares how it could monetize it
Earnings Week Ahead: Walmart, Home Depot, Target, Alibaba, Cisco and more
UBS sees pickup in mergers and acquisitions next year
Moody's cuts United States credit outlook to negative, reaffirms ratings

Catalyst watch for the week of November 12. Seeking Alpha Senior Executive Editor Kim Khan on what to expect when CPI is released on Tuesday. (00:21) Julie shares the latest analysis on three retailers set to report earnings including Home Depot (HD), Target (TGT) and Walmart (WMT). (02:20) They also discuss the strike that was averted in Las Vegas ahead of major events. (03:43)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Catalyst Watch: Walmart earnings, DraftKings event, REITworld, OPEC update and another CPI nail-biter
Is Home Depot A Wise Investment Choice Amid Inflation Surge
Target: A Value Trap, The Sell-Off Should Accelerate
Walmart: Strategy, Stability And Innovation In A Single Package

Execution is critical when investors get high yields in bonds and cash. (0:15) Consumer are feeling the inflation pinch again. (2:31) Will global instability bring buying opportunities? (5:21)

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: Exxon Mobil, Kroger, Waste Management, Devon Energy, and more
The Trade Desk's weak outlook causes Wall Street to defend; shares plunge
Plug Power plunges as losses mount, hit by 'unprecedented supply challenges'

DBV reports positive Phase 3 data for peanut allergy therapy in toddlers. (00:26) Meta (META) eyes return to China with Tencent (TECHY) deal to sell VR headsets. (01:28) BlackRock (BLK) plans to create ethereum (ETH-USD) ETF, Nasdaq filing shows. (02:15)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Unity Software, The Trade Desk and more
Meta, Amazon debut feature to shop directly from Facebook and Instagram ads
ICBC, China's largest bank, said to be hit by ransomware attack
Hawaiian Electric to delay quarterly filings, citing potential lawsuits
Big tech stocks should continue to perform better than the whole S&P 500 into 2024

DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla gets a Sell-equivalent from HSBC on deadlines, Elon Musk risk. (1:44) Magnificent 7 stock ownership hits 'critical mass.' (3:41)

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
Disney drives higher as analysts (mostly) applaud results
Anheuser-Busch InBev lands buy rating from HSBC with global business getting stronger
Morgan Stanley wealth management arm under Fed probe over due diligence lapses

Actors, studios reach tentative agreement to end strike - reports. (00:26) 'Barbenheimer' boosts AMC Q3 results, but concerns remain over debt, Q4 box office. (01:41) Eli Lilly (LLY) extends expiration of tender offer to acquire Point Biopharma (PNT). (03:15)

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: Disney, Twilio, Arm Holdings and more
Disney earnings call: Focusing streaming, paving ESPN's future
B&G Foods sells Green Giant vegetable product line to Seneca Foods
GM's Cruise recalls 950 driverless cars after production halt

The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes marijuana. (0:15) Warner Bros. Discovery plunges despite 'Barbie.'(2:36) Grand Theft Auto VI hype gears up. (3:22)

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
Top 10 exchange traded fund inflow leaders of 2023
Robinhood stock slides on Q3 revenue miss, expense guidance
Roblox surges as Q3 results top estimates; will give guidance starting next year