Wall Street Breakfast

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 centersAI revolution hits next stage of growth in Nvidia/OpenAI deal: WedbushWall Street rises after PCE index data comes in lineEpisode 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.

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

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 NotesIs the S&P the new risk-free rate?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.

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.Show links: Biggest stock movers Thursday: RIG, IMRX, and moreQualcomm unveils new Snapdragon chips for mobile, PCs at summitLithium 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 leaksSign 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.

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 boostEpisode 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) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LAC, MU, and moreMicron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supplyOpenAI, Oracle reveal first Stargate data center in Texas: reportRussian fuel crisis grows as Ukraine steps up drone attacks on refineriesSign 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.

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08)Show NotesNvidia is keeping the U.S. out of a recessionEpisode 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.

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22 Dreamliners. (01:25) Meta (META) takes on Bumble (BMBL), Tinder (MTCH) owner with new FB Dating features that will end 'swipe fatigue.' (02:05) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SAVA, CLSK, and moreU.S. and China in final stages of negotiating 'huge' Boeing aircraft order - report10 chip stocks to watch after Nvidia’s $100B commitment to OpenAITrump administration re-evaluating $2.3B loan for Lithium Americas mine - BloombergSign 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.

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto stocks, MTSR, and moreTrump officials reportedly set to link Tylenol use during pregnancy to autismSamsung stock hits year’s high following report of Nvidia approvalSaks is said to be in talks to sell stake in Bergdorf GoodmanSign 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.

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).Show NotesThe Paradigm Shift No Investor Can IgnoreNvidia And Intel: More Than Just Strategic Messaging, Why Both Need ItEpisode 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.

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03) Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 19Biggest stock movers Friday: XXII, FDX, UPS, and moreNvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: reportJudge rules Amazon violated consumer law in Prime billing caseDeutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - reportSign 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.

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: IONQ, CBRL, and moreNovo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesityTrump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FTOpenAI & SoftBank's Japan AI venture delayed - reportSign 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.

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)Show Notes6 stocks for a Fed rate cutEpisode 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.

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Listen: Historic Day At The Fed With Danielle DiMartino BoothBiggest stock movers Wednesday: NFE, WDAY, and moreTop 10 S&P 500 performing stocks ahead of the Fed's rate decisionRCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - updateChinese tech stocks extend rally as AI spending spree intensifiesSign 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.

A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)Show NotesCould the Fed see an unprecedented tie vote?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.

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.Show links: Biggest stock movers Tuesday: WBTN, PLAY, and moreOracle pops on report of involvement in TikTok dealGoogle to invest £5B for AI development in UKDave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocusSign 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 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 NotesOpenAI chairman agrees there’s AI bubbleBessent says TikTok deal framework agreedEpisode 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 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.Show links: Webinar today: 6 Stocks Poised to Benefit From a Rate CutBiggest stock movers Monday: MGA, FMST, and moreTrump likely to extend TikTok deadline for the fourth time - reportMany Americans use AI chatbots for financial advice, some with regretChinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductorsSign 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.

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 NotesSeeking Alpha analysts’ top dividend stocksEarnings 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.

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 NotesTrump seeks to oust Lisa Cook before Fed's policy meeting next weekU.S. stocks mixed as investors look for direction with Fed decision loomingCPI in charts: Annual core inflation rate holds at 3.1% in AugustEpisode 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.