Wall Street Breakfast

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Very Special. (2:53)  

Show Notes
Paul Tudor Jones has that 1999 feeling  

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Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - report. (01:51) AppLovin (APP) shares tumble following SEC probe report. (02:43) 

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Biggest stock movers Tuesday: TMQ, STZ, and more
Fire at aluminum plant seen disrupting business at Ford, other automakers - report
Trilogy Metals skyrockets as Trump administration takes 10% stake, OK's Alaska road project
Archer Aviation up double-digits on potential ties to Tesla's special announcement

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OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)  

Show Notes
Young Wall Streeters say this is the essential human skill in the AI era  

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Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech capabilities. (01:21) Release party for Taylor Swift's new album tops weekend domestic box office with $33M (AMC). (02:17)

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Biggest stock movers Monday: MU, QUBT, and more
French Prime Minister Sebastien Lecornu resigns
Four things for stock bulls to worry about other than the shutdown
40 alternative economic reports to utilize during the shutdown
Boeing prepares for possible 737 MAX production hike this month - report

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Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47)  Bitcoin top $125,000 for first time. (2:57)

Show Notes 
Which investing themes are ‘in’/‘out’ for H2 2020s
Earnings Calendar
Dividend Roundup

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How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26)

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Take the Quiz: Investment News Quiz - Friday, Oct. 3
Biggest stock movers Friday: AMAT, RUM, and more
Tesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay plan
YouTube to carry NBCUniversal's full portfolio under new long-term distribution pact
Google VP says company plans to spin off life sciences unit Verily: report

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Italy’s Bending Spoons is close to buying the company that once bought Time Warner.  (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)  

Show Notes
12 top takeover targets in tech
Caterpillar emerges as the new AI play

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OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)

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Biggest stock movers Thursday: RKT, STLA, and more
Apple tables Vision Pro sequel to pursue smart glasses: report
Trump holding off on pharma tariffs to negotiate more deals - report
SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC

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With BLS down to one person, ADP payrolls jolt market with 32K drop.  (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)  

Show Notes
Nike up on turnaround enthusiasm
Reddit slumps as ChatGPT citations drop
China’s Golden Week kicks off

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U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)

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Biggest stock movers Wednesday: LAC, NKE, and more
S&P 500 clocks strongest Q3 performance since 2020
UBS: U.S. lumber tariffs could add $8,900 to cost of building a home
Nike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026

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