Wall Street Breakfast

The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion. (0:16) Stocks end mixed as Treasury yields surge. (2:12)

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Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillion mark on upcoming Trump-Xi Blackwell chip talk. (01:17) No food stamps from next month as USDA says 'the well has run dry.’ (01:55)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: NVDA, JOBY, ENPH, and more
Starbucks Q4 preview: Analysts caution over declining same-store sales
SA analyst upgrades/downgrades: GOOG, INTC, AVGO, WBD
Thermo Fisher said to eye $10B takeover of clinical trial software firm Clario

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Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21)  Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ban. (01:41) Strategy (MSTR) gets junk credit rating from S&P in a first for a bitcoin treasury company. (02:25)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: WM, CLS, RMBS, and more
Ark Invest CEO Cathie Wood warns of potential AI market correction: ‘A reality check is coming'
EU car sales rise 10% in September; Tesla continues losing market share, BYD gains ground
Apple supplier Skyworks Solutions held talks to acquire rival Qorvo - report

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Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)

Show Notes
Goldman’s cheap high-quality stocks

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Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: RNA, HIVE, and more
Trump dismisses speculation of vice presidential run in 2028 election
Argentine midterms: Milei's party wins big as voters back his economic overhaul
Copper nears record high on U.S.-China trade optimism

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Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with Canada. (2:30)

Show Notes 
Earnings Calendar
Dividend Roundup

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Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI report, rate cuts (8:35). Interesting AI earnings coming next week (10:25).

Show Notes:
Netflix Is Still King
This Unbelievably Strong Stock Market
Soft CPI data powers Wall Street to a record high as S&P 500 hits 6,800 for the first time

Episode transcripts: seekingalpha.com/wsb

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Alaska Airlines (ALK) IT outage halts flights. (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on CPI report after weeks of economic data blackout. (02:20)

Episode transcripts seekingalpha.com/wsb.

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Take the quiz: Investment News Quiz - Friday, Oct. 24
Biggest stock movers Friday: F, INTC, NEM, and more
Trump cancels trade negotiations with Canada over Reagan ad
Intel perks up as PC, AI helps boost Q3 results, guidance
Rivian reaches $250M settlement to resolve investor lawsuit over price hikes

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IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says ranchers don't understand how tariffs benefited them. (01:18)Crude oil jumps after U.S. hits top two Russian oil companies with sanctions. (02:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TSLA, IBM, and more
Tesla warns on 'near-term uncertainty' ahead of acceleration of AI, software, and fleet-based profits
IBM raises 2025 revenue growth outlook to over 5% and free cash flow to $14B as AI momentum accelerates
Lam Research anticipates China revenue below 30% in 2026 as AI drives record $5B+ quarters

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The yellow metal remains under pressure as it nears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superintelligence employees. (2:26)

Show Notes
Goldman’s top tech capex and R&D names

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.