Wall Street Breakfast

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)

Show Notes
Goldman’s best AI productivity stocks
Why traders are watching this key S&P level    

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Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)

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Biggest stock movers Tuesday: OWL, AXTA, and more
Nio's right-hand drive model Firefly enters production
Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%
China books nearly million tons of U.S. soybeans after brief pause - report

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Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)

Show Notes
Netflix 10-for-1 stock split goes into effect
   
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Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)

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Biggest stock movers Monday: QUBT, XPEV, and more
Hidden homeownership costs hit nearly $16,000 a year, Zillow says
SA Asks: What happens if Trump's tariffs are ruled illegal?
Boeing sees sharp increase in Patriot seeker deliveries

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Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)

Show Notes 
Earnings Calendar
Dividend Roundup

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Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).

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Nasdaq turns selloff around amid valuation worries, big tech recovers
Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates
Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript
AI Spending Surge, Contrarian Take On Tech Stocks

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Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)

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Take the quiz: Investment News Quiz - Friday, Nov. 14
Biggest stock movers Friday: CDTX, AMAT, WBD, and more
Fed's Kashkari did not back last rate cut, undecided on December - report
Google proposes changes to adtech business after EU fine, but no asset breakup
Blue Origin launches NASA's Mars mission, sticks booster landing for the first time

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Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)

Show Notes
A Michael Burry Wall Street timeline
Stocks fall in big risk-off move as Tesla, Nvidia sink
Target tells employees to smile
Verizon announces big layoffs
   
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Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)

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Biggest stock movers Thursday: CSCO, BTDR, and more
Goldman's AI layoffs early warning signal
Weight Watchers plans to sell Novo's obesity pill once it launches - report
Waymo launches autonomous freeway rides in San Francisco, Los Angeles, Phoenix

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Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)

Show Notes
Goldman’s healthcare stock picks
   
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