Wall Street Breakfast

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)     

Show Notes
Who’s doing the earnings heavy lifting?

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Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) 

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Biggest stock movers Wednesday: DELL, LQDA, ENVX and more
SpaceX launches 35th NASA cargo mission with medical research to ISS

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JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). 

Show Notes
Pharma Bro back in government sights  

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FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) 

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Biggest stock movers Tuesday: SIX, MU, and more
Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring

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Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)     

Show Notes
Drinks entrepreneur makes big Churchill Downs bet  

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A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: CCC, BIIB, and more

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JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) 

Show Notes
Earnings Calendar
Dividend Roundup

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Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47)  

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Biggest stock movers Friday: HUM, SPCX, and more
Take the news quiz

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Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06)     
 
Show Notes
High growth and cash flow ROI discount stocks

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The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: MRVL, APLD, and more

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