Wall Street Breakfast

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: NFLX, DKNG, and more
Netflix outlines ad revenue doubling in 2025 as new content and tech drive global engagement
This AI bubble is ‘absolutely’ going to burst – analyst
Tesla recalls select Model 3, Ys over battery connection failure
Gold and silver suffer historic one-day drop but most analysts say long-term uptrend remains

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As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers. (2:52)

Show Notes
Goldman Sachs’ Buyback Aristocrats

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Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: CCK, DCGO, and more
Argentina bailout: US currency swap deal inked, banks seek collateral for $20B loan
PayPal to take over Carlyle stake in e-commerce firm Shopware - report
Cleveland-Cliffs outlines multiyear OEM contracts and $425M asset sales while advancing rare earths initiative

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Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. issue warnings. (01:13) Amazon Web Services outage disrupts Snapchat, Robinhood and more. (02:41)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: PLUG, RANI, and more
Blackstone’s Jonathan Gray warns investors are underestimating AI’s disruptive power
Earnings week ahead: TSLA, KO, T, INTC, NFLX, F, GM, AAL, LUV, PG, GE, MMM, CLF, AGNC, and more
Trump may cut a deal with China as markets bet on Fed easing: Jefferies

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Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).

Show Notes:
Crypto stocks trade lower amid bitcoin liquidations, broader market sell-offs - report
Gold hits another record with bank worries in focus alongside trade, rate cuts
Bank fears spread with wider market spooked over credit 'cockroaches'

Episode transcripts: seekingalpha.com/wsb

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Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32)  

Episode transcripts seekingalpha.com/wsb.

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Take the Quiz: Investment News Quiz - Friday, Oct. 17
Biggest stock movers Friday: U.S. bank stocks, and more
Chinese carmaker BYD to recall record number of cars over design, battery issues
Spirit Airlines to furlough 365 pilots, demote 170 others next year - report
U.S. Chamber of Commerce sues Trump admin over $100,000 H-1B visa fees

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Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)

Show Notes
The fastest drive-thrus around
BTIG’s top retailer picks

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Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: HPE, UAL, NIO, and more
Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations
Morgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO says
Apple's first moving product could take the spotlight off Tesla's robot dreams

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Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)

Show Notes
Driverless cabs coming to London

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Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘semi-rational’ to own gold. (02:55)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: VERI, PZZA, and more
Luxury names surge after 13% pop in LVMH stock price
Intel to launch new AI chip next year - report
Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips

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