Wall Street Breakfast

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)Show NotesA Michael Burry Wall Street timelineStocks fall in big risk-off move as Tesla, Nvidia sinkTarget tells employees to smileVerizon announces big layoffs   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 .

Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, BTDR, and moreGoldman's AI layoffs early warning signalWeight Watchers plans to sell Novo's obesity pill once it launches - reportWaymo launches autonomous freeway rides in San Francisco, Los Angeles, PhoenixSign 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.

Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)Show NotesGoldman’s healthcare stock picks   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 .

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, ALC, and moreTrump to host Wall Street CEOs on Wednesday at White House - reportFoxconn sees AI-driven growth in 2026, teases OpenAI announcementTrump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'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.

Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)Show NotesS&P 500 more correlated to Nvidia than its own 500 componentsMichael Burry targets hyperscaler accounting   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 .

50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BBAI, RKLB, and moreUS Senate passes bill to end longest ever government shutdown, sending it to HouseNebius Q3 Earnings Preview: What to expect?Tesla chair says the company could be on the cusp of the largest value-creation event in historySign 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.

AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)Show NotesBofA says short hyperscaler bondsSource says Papa John’s deal report not true    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 .

Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RUM, MTSR, and moreSA Asks: What are the best AI-focused ETFs right now?Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persistsTesla's Cybertruck head quits after eight yearsSign 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.

Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)Show Notes Earnings CalendarDividend 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.

Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)Show notes: AMD outlines 2025 growth strategy with AI and server expansionWall Street continues to decline as AI trade's downtrend persistsWhat to know as Michael Burry bets against Nvidia and PalantirYear-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger ReportEpisode transcripts: seekingalpha.com/wsbSign 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.

Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Nov. 7Biggest stock movers Friday: TSLA, XYZ, DKNG, and moreMusk says Tesla may build “gigantic” chip fab to power its AI ambitionsAirbnb surges despite Q3 EPS miss, expects wider FY marginsArcher Aviation stock dips after wider Q3 loss, Hawthorne airport dealSign 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.

Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)Show NotesSnap soars on Perplexity dealMicrosoft’s AI team forms Superintelligence Group       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 

FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNAP, QCOM, and moreWarren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - reportJamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - ReutersSoftBank is said to have explored potential takeover of chipmaker Marvell TechnologySign 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.

The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)Show NotesEvercore’s Tactical Actional Positioning stocks  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 .

Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and moreZohran Mamdani wins NYC mayoral race. What does it mean for Wall Street?China to suspend most U.S. tariffs after Trump-Xi meeting, soybeans still face 13% dutyNovo Nordisk cuts 2025 forecast again, cites slower sales of Wegovy and OzempicUber outlines high teens gross bookings growth and accelerates AV strategy with NVIDIA partnershipSign 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.

The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46)Show NotesBitcoin hits lowest levels since JuneUber slides on outlookEpisode 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.

Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China business to Boyu Capital for $4 billion. (02:03) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, SRPT, and morePalantir Technologies Inc. (PLTR) Q3 2025 Earnings Call TranscriptTrump administration to pay half of SNAP benefits for NovemberHims & Hers projects over $6.5B revenue by 2030 as global expansion and diagnostics strategy acceleratesChina offers tech giants cheap power to boost domestic AI chips, FT reportsSign 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.

OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)Show Notes Hedge funds wrong-footed by Mag 7 earningsEpisode 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.

The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08)    Show NotesWhat’s the best quantum computing stock?  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.

Tesla shareholders will vote on Elon Musk’s $1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings. (2:48)Show Notes Earnings CalendarDividend RoundupEpisode 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.