Wall Street Breakfast

Games and gadgets to boost holiday retail sales, MasterCard says. (0:15) Are hedge funds putting the whole Treasury market at risk? (3:25) Two metals look vulnerable to the UAW strike. (4:27)

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Show Notes
Housing starts plunge more than expected in August as mortgage rates stay high
Amazon, Alphabet, Meta top tech names at Wedbush on AI growth

Federal Reserve expected to keep rate unchanged — then what? (00:25) Instacart (CART) prices at the high end of range, gets $10B valuation. (01:33) Carrier (CARR) reportedly explores listing commercial, residential fire unit. (02:29)

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Show links:
Wall Street Breakfast Survey
UAW to strike at more factories if 'serious progress' not made by Friday
Pepsi stands to lose as Burger King said to negotiate with Coke: Report
Amazon considers new subscription programs: Report
Nike earnings are next week - analysts expect a rough update

U.K.’s antitrust agency lays out 7 principles for regulating artificial intelligence. (0:15) Sales of new iPhones tracking well. (1:47) U.S. offshore wind farm projects in jeopardy. (2:34)

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Show Notes
As IPO market normalizes, watch out for valuations - Goldman
PayPal cut to Market Perform at MoffettNathanson on lackluster gross profit view
Builder sentiment dips in September, trailing consensus, amid high mortgage rates

Erdogan calls on Elon Musk to build Tesla (TSLA) factory in Turkey. (00:23) Retail wars: TikTok hopes to crash holiday sales party. (01:35) U.S. home purchases scrapped at highest rate in 10 months - Redfin. (02:45)

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Alibaba plans to invest $2B in Turkey - report
Biggest stock movers today: Nikola and Alteryx
Federal Reserve expected to keep rate unchanged — then what?
UAW strike: White House team to reach Detroit this week; Stellantis offer rejected
Ferrari and Puma renew their partnership

Catalyst watch for the week of September 17. Seeking Alpha Senior Executive Editor Kim Khan on the big event of the week, the 2-day FOMC meeting. (00:22) Julie gives a brief earnings preview of FedEx Corporation (FDX). (02:56) Kim gives an investor and fan analysis of Manchester United (MANU). (04:20) Listen for how he argues that the team was never for sale and compares it to a former department store.

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Catalyst watch: Microsoft, Amazon, Oracle, and Intel to Hold High-Profile Events
The Fed Decision Preview: A Premature Pause Is Likely To Be Punished
Manchester United: Assessing Takeover Potential Amid Market Buzz
FedEx: An Industrial Stock Poised For Capital Appreciation

Consumer inflation expectations hit 2-1/2-year lows. (0:15) Salesforce (CRM) is hiring again. (2:32) Uranium prices soar. (3:05)

Episode transcripts seekingalpha.com/wsb

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Show Notes
Three stocks strategies heading into Q4 from Goldman
GE’s stock advances as CFO sees Q3 results at high end of guidance

UAW walkout: First ever simultaneous strike begins at Detroit Three. (00:30) Byron Allen makes $10B offer for ABC, other Disney (DIS) networks - report. (01:58) P&G (PG), J&J (JNJ), Walgreens (WBA) face class action suit over cold medicine drug. (03:17)

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California reaches $93M settlement with Google over violations of location privacy
Lennar fiscal Q3 earnings beat even as average home prices slip
Arm Holdings jumps 25% in market debut for a valuation of $68B

WTI crude hits levels not seen since November. (0:15) Retail sales are strong, helped by gas. (1:08) ECB hikes to an all-time high of 4%. (3:23)

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Show Notes
Robotic and AI equity performance is rising, creating opportunities for productivity growth
UAW eyes targeted strikes at auto plants in first wave of labor walkout
Producer prices rise more than expected in August

Arm Holdings (ARM) prices IPO at $51 a share, top of range. (00:28) Netflix (NFLX) drops as ads tier not seen driving revenue in short-term, CFO says. (01:54) French regulator orders Apple (AAPL) to withdraw iPhone 12 model due to high radiation levels. (02:39)

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CrownRock exploring potentially biggest U.S. oil and gas sale in three years - Reuters
FTX gets green light to sell $3.4B in bitcoin, ethereum, solana
Google lays off hundreds from recruiting team: Report
Hackers in the casino: MGM Resorts sees ongoing disruption while Caesars pays a ransom

Gas boosts headline CPI, core rate falls year-over-year. (0:15) Europe takes aim at China EVs. (3:14) Here comes the GameStop movie. (3:35)

Episode transcripts seekingalpha.com/wsb

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Show Notes
Fund managers finally embrace U.S. stocks
American Airlines lowers profit guidance to adjust for new labor contract, higher fuel price
Advance Auto Parts slides after S&P downgrades debt to junk status