Wall Street Breakfast

Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform. (02:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: WBTN, PLAY, and more
Oracle pops on report of involvement in TikTok deal
Google to invest £5B for AI development in UK
Dave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocus

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The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (2:37)

Show Notes
OpenAI chairman agrees there’s AI bubble
Bessent says TikTok deal framework agreed

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The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11)

Episode transcripts seekingalpha.com/wsb.

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Webinar today: 6 Stocks Poised to Benefit From a Rate Cut
Biggest stock movers Monday: MGA, FMST, and more
Trump likely to extend TikTok deadline for the fourth time - report
Many Americans use AI chatbots for financial advice, some with regret
Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors

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Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds. (2:50) OpenAI sees lower rev share with Microsoft. (3:46)

Show Notes
Seeking Alpha analysts’ top dividend stocks
Earnings Calendar
Dividend Roundup

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.

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).

Show Notes
Trump seeks to oust Lisa Cook before Fed's policy meeting next week
U.S. stocks mixed as investors look for direction with Fed decision looming
CPI in charts: Annual core inflation rate holds at 3.1% in August

Episode transcripts: seekingalpha.com/wsb

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Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) 

Episode transcripts seekingalpha.com/wsb.

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Investment News Quiz - Friday, Sept. 12
Biggest stock movers Friday: ADBE, SMCI, and more
United CEO sees Spirit Airlines going out of business - report
Tesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letter
Nvidia's supplier SK hynix ready with next-gen memory chip for AI

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Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)

Show Notes
What did an AI-simulated Fed meeting reveal?
Apple downgraded on AI doubts

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Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: OPEN, RNA, and more
Carrier warns of 40% residential HVAC drop, highlights data center growth
Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center market
Opendoor names new CEO, co-founders rejoin board

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Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)

Show Notes
Chewy tumbles on profit drop
Wells Fargo sees S&P 7,200

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Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ORCL, SNPS, and more
Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook
Taiwan Semiconductor’s August sales rise 34% as AI demand stays strong
Trump administration moves to regulate pharmaceutical ads on TV and social media

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