Wall Street Breakfast

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.Show links: Investment News Quiz - Friday, Sept. 12Biggest stock movers Friday: ADBE, SMCI, and moreUnited CEO sees Spirit Airlines going out of business - reportTesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letterNvidia's supplier SK hynix ready with next-gen memory chip for AISign 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.

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 NotesWhat did an AI-simulated Fed meeting reveal?Apple downgraded on AI doubtsEpisode 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 (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.Show links: Biggest stock movers Thursday: OPEN, RNA, and moreCarrier warns of 40% residential HVAC drop, highlights data center growthTexas Instruments' CEO sees ‘strong growth’ of about 50% in data center marketOpendoor names new CEO, co-founders rejoin boardSign 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.

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 NotesChewy tumbles on profit dropWells Fargo sees S&P 7,200Episode 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 (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.Show links: Biggest stock movers Wednesday: ORCL, SNPS, and moreNovo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlookTaiwan Semiconductor’s August sales rise 34% as AI demand stays strongTrump administration moves to regulate pharmaceutical ads on TV and social mediaSign 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 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 NotesGoldman’s top investment opportunities for Q4Episode 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.

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.Show links: Biggest stock movers Tuesday: WOLF, PL, and moreBYD sees car brand wipeout in China as manufacturers go overseas - reportMurdoch family settles succession dispute with Lachlan remaining in control of News Corp and FoxIntel shuffles execs as it looks to boost growth; former co-CEO to departSign 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’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 NotesThe non-tech sectors talking AIEpisode 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.

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.Show links: Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and moreAmazon to end long-running Prime invitee programASML is said to become top investor in French AI startup MistralTrump’s deregulatory push hands Detroit automakers multibillion-dollar boostSign 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 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 NotesWedbush’s top AI trades through the end of the year 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.

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)Take our Investment News Quiz!Show NotesWall Street's major averages slide after briefly tagging record highs as payrolls data landsBroadcom surges after Q3 results, new customer announcement makes analysts bullishEpisode 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.

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.Show links: Biggest stock movers Friday: LULU, AVGO, DOCU, and moreAnthropic expands AI access restrictions to China-controlled firms over security concernsTrump to impose tariffs on semiconductor imports from companies not moving production to the USNvidia partner Foxconn posts $19.8B August revenue, sees Q3 growth on cloud demandSign 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.

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 NotesSalesforce slumps post-earnings RFK Jr. reportedly replacing more vaccine panel membersEpisode 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.

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CRM, AI, FIG, and moreTesla robotaxi app now open to public ridersSalesforce slides despite solid Q2 results as Q3 outlook appears mixedNvidia's AI chips still wanted by Chinese firms despite Beijing's pressure to not buy: 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.

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 NotesChick-Fil-A goes globalEpisode 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.

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and moreU.S. holiday spending likely to see sharpest decline since pandemic - PwCNuScale surges on partnership with TVA for 6 GW of small modular reactorsBlackstone buys $819 million worth trophy office in central ParisSign 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.

Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)Show NotesThe most overbought global stock markets  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.

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: FTNT, ULCC, and moreTrump says India offered to cut tariffs to zero, slams purchase of Russian oil and armsMetaplanet gains shareholder approval to raise up to $3.8 billion to buy more bitcoinBessent bets on Supreme Court upholding Trump tariffs but keeps backup plan ready - 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.

The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)Show Notes Earnings CalendarEpisode 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.

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlookMore Volatility Ahead In This AI Bull MarketEpisode 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.