Wall Street Breakfast

Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27) Cedar Fair (FUN), Six Flags (SIX) gain amid reports of potential merger. (01:55) Live Nation (LYV) falls amid report DOJ probing deals with artists, venues -report. (02:52)

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Biggest stock movers today: Qualcomm, PayPal, Roku, Fastly and more
Goldman Sachs' 25 'conviction list' stocks to buy
Rayonier targets $1B in asset sales as part of a plan to improve shareholder value
Etsy falls after macro backdrop impacts the retailer's outlook for the holiday quarter

The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions is 'should we hike more?' (1:20) Atlanta GDP Now forecast for Q4 tumbles on weak manufacturing. (0:59)

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Show Notes
ISM Manufacturing unexpectedly falls in October as demand stays soft
U.S. Treasury boosts quarterly refunding to $112B of securities

Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29) Real estate stocks slump amid report NAR, brokerages guilty of collusion. (01:32) WeWork (WE) poised to file for Chapter 11 bankruptcy next week - report. (02:38)

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Biggest stock movers today: Paycom Software, CRISPR Therapeutics and more
CRISPR, Vertex gene editing therapy gets warm response from FDA panel
Generative AI in 'very early days' for software giants like Microsoft, Salesforce - Deutsche Bank
U.S. automakers oppose Cleveland-Cliffs bid for U.S. Steel - report
Tesla eyes producing 200,000 Cybertrucks annually - Elon Musk

Analysts say timing Mac announcement right before earnings is odd. (0:15) Stanley Druckenmiller slams Janet Yellen. (3:04) Morgan Stanley stands firm with prediction of S&P drop to close out year. (5:25)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
U.S. chip curbs put Nvidia's $5B of China orders at risk
Caterpillar’s stock falls amid investor concerns about future growth
Pfizer posts rare topline miss in Q3 amid COVID cliff

Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWinds (SWI), chief information security officer charged with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel's (INTC) silicon photonics components. (02:48)

Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers today: BP, Pinterest, Lattice Semiconductor and more
Apple takes wraps off 'scary fast' Macs with M3 chips
Spirit Airlines plunges as investors hope for settlement with DOJ over JetBlue fades
X is now worth less than half of what Elon Musk paid to buy Twitter
Biden's Alaska oil plan seen as major threat to future drilling - Bloomberg

The executive order establishes standards for safety and security. (0:15) Will Treasury refunding overshadow the Fed. (1:50) McDonald's (MCD) tops profit and sales forecasts. (3:21)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Skeptical of a recession? Goldman likes beaten-down cyclical stocks
On Semiconductor drops as fourth quarter forecasts miss estimates
G7 economies to agree on AI guiding principles for companies - report

G7 economies to agree on AI guiding principles for companies - report. (00:27) UAW reaches tentative agreement with Stellantis (STLA), expands strike against GM. (01:57) Boeing (BA) weighing ransomware threat from hackers. (03:10)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Coherus BioSciences, ArcelorMittal and more
HSBC net profit more than triples in Q3; $3B stock buyback planned
Citi explores a Disney trade-off: ABC and India for Hulu
Evergrande gets last chance for debt deal to avert liquidation; stock hits record low

Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor Kim Khan on the 2-day FOMC meeting. (00:21) Julie gives a brief earnings preview of McDonald’s (MCD), Starbucks (SBUX), and Eli Lilly (LLY). (03:35) They also discuss Hershey (HSY), the consumer report about lead levels in its products, the impact of the price of cocoa, whether the company should be concerned about weight loss drugs and the upcoming holiday season. (04:53) Hot topic: Kim’s Wall Street Halloween costume ideas. (07:13)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Catalyst Watch: Apple earnings, Fed policy meeting, jobs report
Eli Lilly: The GLP-1 Opportunity, While Increasingly Recognized, Is Vastly Underestimated
McDonald’s Q3 earnings on deck, what to expect
Brewing Up Profits: Starbucks' Q4 Earnings Preview

September personal spending tops forecasts, but incomes lagged. (0:15) Exxon Mobil (XOM) boosts its dividend. (3:14) Certain Apple Watch models to be prohibited from being imported into the U.S. (4:09)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
DataTrek: Lofty valuations aren't limited to Big Tech; cites Lilly, Mastercard
Dividend Roundup: Visa, Wells Fargo, Morgan Stanley, Costco, and more
Chevron slides after Q3 miss, with sharp drop in upstream results

GM's Cruise (GM) pauses all driverless operations. (00:23) Amazon (AMZN) beats forecast as cost cuts, strong sales trump AWS growth worries. (01:38) Masimo (MASI) jumps after win in patent fight with Apple (AAPL) at Intl Trade Commission. (02:49)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Intel, Amazon, Ford Motor and more
SolarWinds gains on report it's exploring options, potential sale
Eli Lilly wins approval of first-in-class ulcerative colitis drug Omvoh
Ford follows GM in withdrawing 2023 guidance, reports operating loss in EV segment