Wall Street Breakfast

Credit card debt hits new record, delinquencies rise most among millennials. (00:23) CarGurus (CARG) to fully acquire online car dealership CarOffer for $75M. (01:27) Virgin Galactic (SPCE) cuts jobs to support Delta spaceship production. (02:04)

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Biggest stock movers today: Rivian, Robinhood, Upwork and more
Wall Street’s top 10 growth stocks according to SA Quant Ratings
J.M. Smucker forms new strategic business area, makes changes to leadership team
PG&E files for federal extension of Diablo Canyon power plant operations

Tighter lending standards signal the downturn. (0:15) Celsius says it's the top energy drink on Amazon. (1:57) Barclays says there's more pain to come for office real estate. (3:00)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Chart: Recession probability vs. SLOOS
Uber in charts: Double-digit growth for total gross bookings, active customers and trips
Top 7 tech stocks with even more growth opportunity

WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group (LCID) is the latest electric vehicle maker to move to NACS charging standard. (01:12) GM, Cruise to hit brakes on Origin robotaxi production as safety woes mount. (02:00)

Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers today: Alteryx, TripAdvisor and more
VMware collaborates with Intel to unlock private AI everywhere
Kinder Morgan to buy NextEra Partners' south Texas assets in ~$1.8B deal
OMV, Abu Dhabi near deal to form €30B chemical giant - Bloomberg

South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO departs (2:48) The U.S. is closer to a recession than you think. (4:07)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157B
Disney taps longtime PepsiCo exec as new finance chief
Bumble CEO stepping down, to be replaced by Salesforce exec

Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust claims. (00:23) Palo Alto Networks (PANW) close to buying Talon Cyber Security for $600M-$700m - report. (01:54) Elon Musk unveils Grok AI bot with real-time access to X data to rival ChatGPT. (02:36)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Berkshire Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157B
Oil edges up after Saudi Arabia, Russia stick to production cuts
Silicon Valley Bank was not a one-off, many more banks will fail - Duke professor

Matthew Tuttle and Rob Isbitts discuss this week's extremely important data (0:10). T-Bills yielding over 5%, quickly changing sentiment and market technicals (3:00). Monster-size US debt (7:20).

Episode transcripts seekingalpha.com/wsb.

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Tuttle Capital Management
Rob Isbitts, Sungarden Investment Publishing
Wall Street Breakfast: The Week Ahead
Wall Street Breakfast: What Moved Markets
Rate Watching And Why The Bond Market Matters

Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is just like any other poll. (00:21) Julie gives a brief earnings preview of Disney (DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)

Episode transcripts seekingalpha.com/wsb.
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Hulu's valuation still up in the air as Disney to buy Comcast stake
Six Flags, Cedar Fair ride higher amid upgrades at Citi, B Riley on merger hopes
Uber, Lyft seen having strong Q3 results, though with lower multiples - UBS

There are signs of a loosening labor market that the Fed will like. (0:15) The 10-year Treasury yield tumbles again. (1:40) Will AI eliminate every job? (3:19)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Banks at 80-year low vs. S&P 500 and tech is at an all time high
Reading Wall Street Research Like A Pro
The Las Vegas Strip is a week away from its biggest worker strike in history

Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple (AAPL) slips even as Q4 sales top estimates. (01:59) Amazon (AMZN) to shut apparel stores to focus on grocery business. (03:03)

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 links:
Biggest stock movers today: Apple, Block, Digital Ocean and more
Elon Musk warns AI will make all jobs obsolete at some point
Broadcom CEO met with Chinese officials over weekend amid VMware deal - report (update)
Novo Nordisk says ~80% of insured U.S. patients pay less than $25 for Wegovy

Stocks are off the the races and yields sink as market looks to move past the Fed. (0:15) U.S. productivity saw the highest non-COVID acceleration since 2009. (1:25) Palantir Technologies (PLTR) rallies post-results. (2:51)

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
Reading Wall Street Research Like A Pro
Goldman Sachs' 25 'conviction list' stocks to buy
Starbucks rallies after comparable sales, margins shine in FQ4