Wall Street Breakfast

GDP rose 4.9% annually, trouncing forecasts. (0:15) Treasury market looks to be warming up to a soft landing scenario. (2:38) Bill Ackman made $200 million on his bond short. (4:53)

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Show Notes
Boomer stocks are a better buy than Millennial stocks – BofA
Comcast sees Q3 boost from theme parks, broadband
Durable goods orders rise more than expected in September

Ford (F), UAW reach tentative contract to end strike. (00:24) Meta Platforms (META) posts hefty surprise as revenues, profits, users all top forecasts. (01:39) UPS acquiring Happy Returns from PayPal (PYPL). (02:54)

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Show links:
Biggest stock movers today: ServiceNow, Align Technology and more
U.S. House gets a new speaker, but odds of government shutdown next month remain
Apple AirPods getting a makeover: report
California’s Cruise incident could have bigger ramifications for the self-driving vehicle industry
Choice Hotels calls on Wyndham to engage in merger talks

China's government announces $137 billion in stimulus. (0:15) Boeing cuts 737 delivery forecast. (1:50) Google to run internet cables to island nations. (4:11)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Stocks returning cash should outperform capex spenders - Goldman
Texas Instruments seeing 'broadened' industrial weakness has Wall Street concerned
T-Mobile follows AT&T, Verizon in boosting free cash flow, seeing strong postpaid adds

Alphabet (GOOG) (GOOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Microsoft (MSFT) jumps as Q1 results top expectations, aided by Azure growth. (01:30) UFC taps Anheuser-Busch InBev (BUD) in largest-ever sponsorship deal - report. (02:39)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Google-parent Alphabet, Microsoft and more
Apple's China risks are real and rising: Bank of America
Earnings misses are being punished a lot more than beats are being rewarded
BlackRock to pay $2.5M to settle SEC order on an investment description

Verizon (VZ) matches optimism fueled by AT&T (T). (0:15) GE pops on a 'strong and clean' quarter. (1:38) Why election years are usually a tough time for stocks. (3:50)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
General Motors says it will moderate electric vehicle production pace
3M’s stock rises on higher earnings outlook
Coca-Cola rallies after Q3 organic sales sail past expectations on strong pricing

The collapse of Li-Cycle (LICY) is called a potential warning for the broad electric vehicle sector. (00:26) Nvidia (NVDA), AMD said to make chips for Microsoft (MSFT) amid Intel (INTC) dominance. (01:59) Halloween spooks? Consumers watch as cocoa prices hit 44-year high. (02:56)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Barclays, Logitech International and more
Barclays reports Q3 earnings; warns of big cost cuts as profits dip
Smartsheet to build data hosting facility in Australia
Oxy Petroleum plunges as Exxon, Chevron megadeals remove potential buyers

Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield tops 5% for the first time since '07. (1:21) Morgan Stanley (MS) slammed as purposeless in downgrade. (3:29)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Healthcare, materials, real estate, and energy overweight by Jefferies
Bill Ackman pulls the plug on bond short position
Hollywood strike: Actors, studios to resume negotiations

Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline. (00:22) Stonepeak agrees to buy shipping-container firm Textainer (TGH) for $50/share (update). (01:23) Japan antitrust watchdog to investigate Google (GOOG) (GOOGL) over search dominance - report. (02:32)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Crypto-focused stocks, Roivant Sciences and more
Earnings week ahead: Amazon, Microsoft, Alphabet, Meta, Ford, GM and more
New titles drive 10% jump in U.S. video game sales for September
Foxconn said to face tax investigation in China, stock falls 2%

Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a little bit of bullishness may be warranted (0:25). Loving and hating earnings season (8:30), bonds becoming really good competition for stocks (14:00).

Episode transcripts seekingalpha.com/wsb

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Show links:
SPY: Halloween Comes Early - A Frightening Market Shows Risks Overwhelm Potential Gains
Rate Watching And Why The Bond Market Matters
TBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF Strategies
The Magnificent Seven Or The Mediocre Seven?
The Stock Market Is Starting To Gradually Roll Over

Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the release of Q3 GDP. (00:21) He also discusses Netflix (NFLX) earnings and the double digit increase following the sub growth and price hike announcement. (01:34) In addition, Kim gives an update on the sale of Manchester United. (05:28)

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:
Catalyst Watch: Tech earnings blitz, Qualcomm event and Stellantis reveals
U.S. Retail Sales Confirms 4% GDP Growth Is On The Cards
Netflix in charts: Total memberships rise again in Q3
Qatari investors withdraw bid for Manchester United - report