Wall Street Breakfast

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)

Show Notes
Goldman’s top investment opportunities for Q4

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Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: WOLF, PL, and more
BYD sees car brand wipeout in China as manufacturers go overseas - report
Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox
Intel shuffles execs as it looks to boost growth; former co-CEO to depart

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Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)

Show Notes
The non-tech sectors talking AI

Episode transcripts seekingalpha.com/wsb

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Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more
Amazon to end long-running Prime invitee program
ASML is said to become top investor in French AI startup Mistral
Trump’s deregulatory push hands Detroit automakers multibillion-dollar boost

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The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boosts spending outlook to $115B. (3:18)

Show Notes
Wedbush’s top AI trades through the end of the year
Earnings Calendar
Dividend Roundup

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Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)

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Show Notes
Wall Street's major averages slide after briefly tagging record highs as payrolls data lands
Broadcom surges after Q3 results, new customer announcement makes analysts bullish

Episode transcripts: seekingalpha.com/wsb

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Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: LULU, AVGO, DOCU, and more
Anthropic expands AI access restrictions to China-controlled firms over security concerns
Trump to impose tariffs on semiconductor imports from companies not moving production to the US
Nvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud demand

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Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07) 

Show Notes
Salesforce slumps post-earnings
RFK Jr. reportedly replacing more vaccine panel members

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NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off. (01:51) Gold reaches another record high. (02:51)

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Biggest stock movers Thursday: CRM, AI, FIG, and more
Tesla robotaxi app now open to public riders
Salesforce slides despite solid Q2 results as Q3 outlook appears mixed
Nvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: report

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Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. (3:11)

Show Notes
Chick-Fil-A goes global

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