Wall Street Breakfast

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.
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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

SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) Citi spies a hard landing. (3:35)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Coinbase legal chief expects SEC will approve a bitcoin ETF soon
Dividend Roundup: Dell, Lowe’s, Blackstone, Ford, and more

Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) works out deal with Tesla (TSLA) to adopt NACS charging standard. (02:27) Jazz Pharmaceuticals (JAZZ) exploring strategic options, including sale - Bloomberg. (03:15)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: SolarEdge Technologies, Intuitive Surgical and more
China to restrict exports of key EV battery material graphite
Microsoft paid top boss Nadella $48.5M in fiscal 2023
Starbucks sues Workers United union over damaging social media post
Market investors aren’t as worried about the state of the world as they should be - Paul Singer

The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks strong. (2:58) Cathie Wood's ARK says the bond market could be making a major mistake. (3:53)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Goldman's top tactical stock trades for earnings season
Philip Morris International tops profit estimates, generates record Q2 revenue
Philly Fed manufacturing rises less than expected in October

Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (DVN) reportedly studying possible deals with Marathon Oil (MRO), CrownRock. (02:24) Pfizer (PFE) to price Paxlovid at $1,390 per course on commercial market: report. (03:17)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Elon Musk: 'we dug out own grave' with Cybertruck; Tesla slumps premarket
Nestlé reports 9-month results; temporarily halts production in Israel
Nokia reports Q3 results, reaffirms FY23 guidance and announces 14,000 job cuts
J&J considers third bankruptcy attempt over talc claims
Disney breaks out ESPN figures for first time; channel made ~$16B revenue in fiscal 2022

Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong organic sales. (3:15) Copper rises with China on track for 2023 growth target. (4:08)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Trillion-dollar tech titans have added additional $2.4T in market cap in past year
Israel's shekel stays above key 4 handle vs. dollar as worries grow of escalation
China's President Xi Jinping unveils global AI governance initiative, amid US chip curbs

Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September home sales saw Y/Y decline of 17%. (02:11)

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: United Airlines, Viking Therapeutics and more
VMware falls amid report about China's review of Broadcom deal (update)
U.S. Bancorp stock spikes as Fed exempts firm from Category II requirements
Netlist plunges amid 9th Circuit Court appeals ruling in Samsung fight (update)

The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns continue to hamper Goldman earnings. (2:00) The Animal Spirits Index shows spooked investors. (3:47)

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
Consumers power on, driving stronger-than-expected September retail sales
Bank of America Q3 earnings climb on higher rates, Global Markets improvement
Baidu launches new AI model Ernie 4, setting stage for rivalry with OpenAI's GPT-4

Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce deal easing sanctions on Venezuelan oil - report. (01:38) Allstate (ALL) gains amid report activist Trian has taken a stake. (02:31)

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: Ericsson and NetScout Systems
Johnson & Johnson's Q3 results set to be first report after separation of Kenvue
Tempest Therapeutics continues wild ride as stock rallies 85% (update)
FDA grants expanded approval for Merck's lung cancer drug Keytruda