Wall Street Breakfast

J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)

Show Notes
HSBC’s 10 stock picks going into earnings season

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Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54)

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Biggest stock movers Tuesday: NVTS, PII, and more
Navitas soars on progress in 800 VDC power devices for Nvidia AI platforms
Off-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBS
Robinhood to look for M&A opportunities in prediction markets - report

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The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)

Show Notes
30 stocks showing signs of froth
Beyond Meat craters  

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Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed. (02:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more
Silver soars to decades-high in historic short squeeze as gold hits record
Economists expect stronger economic growth, slower job gains - NABE survey
Trump hints export controls on Boeing parts in response to China - report

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President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedly rejects Paramount bid. (2:24)

Show Notes 
The Air Jordan Economy
More stocks to short
Earnings Calendar
Dividend Roundup

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Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22)

Episode transcripts seekingalpha.com/wsb.

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Take the quiz: Investment News Quiz - Friday, Oct. 10
Biggest stock movers Friday: APLD, PATH, and more
Senate passes bill requiring Nvidia, AMD to prioritize domestic customers over China
China said to tighten customs checks on Nvidia AI chips
Levi Strauss signals 6% organic net revenue growth for 2025 while raising EPS outlook

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Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)

Show Notes    
J.P. Morgan’s top tech stocks to short  

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Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)

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Biggest stock movers Thursday: AZZ, RELL, and more
Microsoft plans healthcare AI push in Copilot with Harvard deal: report
U.S. sanctions 29 companies in China, Turkey, and UAE over Iran military support
US approves Nvidia chip exports to UAE in bilateral AI deal: Bloomberg

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CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)

Show Notes    
J.P. Morgan’s top consumer sector shorts  

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U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07) Anthropic to open first India office in 2026 as AI battle heats up. (03:21)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: JOBY, OMI, and more
ABB to divest robotics division to SoftBank for $5.38 billion
BMW slumps on lower forecast, Mercedes follows as tariffs and China slowdown hit automakers
Intel to unveil technical details of upcoming Panther Lake laptop chip on Thursday - report

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