Wall Street Breakfast

Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confidence slides. (2:45)

Show Notes
Is the labor market stronger than it seems?
Wendy’s unveils Tendys

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Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending account after Capitol riot. (02:01) McDonald's (MCD) bets on Monopoly game to lure in loyalty members. (03:15)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: UUUU, FLY, and more
Trump’s Tariffs: Key announcements from September
OpenAI's H1 revenue climbs 16% to $4.3 billion - report
Ford, GM offer deals to extend use of $7,500 EV tax credit beyond Sept. 30 - report

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Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end of quarterly earnings. (2:16)

Show Notes 
BMO embraces S&P 7,000 by year end

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Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: GSK, MLTX, and more
Goldman's 48 potential M&A candidates
SA Asks: What's the most attractive cloud stock right now?
Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands

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September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39)

Show Notes
EA stock – it’s in play
GameStop loses its last sell-sider
Earnings Calendar
Dividend Roundup

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Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).

Show Notes:
Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers
AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush
Wall Street rises after PCE index data comes in line

Episode transcripts: seekingalpha.com/wsb

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Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05)

Episode transcripts seekingalpha.com/wsb.

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Take the Quiz: Investment News Quiz - Friday, Sept. 26
Biggest stock movers Friday: INTC, GFS, and more
Trump presses Japan, South Korea to pay billions 'upfront' in investments
Italy's antitrust fines oil companies Eni, Esso, Q8 and others €937M for fuel market collusion
Costco plans 35 new warehouses in fiscal 2026 as member upgrades and digital sales accelerate

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Three strong economic reports give the Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-flying Oracle gets a rare bear. (2:18)

Show Notes
Is the S&P the new risk-free rate?

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Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REIT launches IPO roadshow. (01:28) Passenger car sales rise in EU; BYD outshines Tesla (TSLA). (02:23)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: RIG, IMRX, and more
Qualcomm unveils new Snapdragon chips for mobile, PCs at summit
Lithium Americas surges 95% on report of possible U.S. government stake but 'clock is ticking'
Delta said to replace engine units on A320 fleet to address toxic fume leaks

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NFL Commissioner says the league is leaving money on the table. (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commercial trucking disruptor. (2:57)

Show Notes 
Goldman predicts AI productivity, GDP boost

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