Wall Street Breakfast

Singapore’s Megaspeed in DOJ crosshairs. (0:15) Jersey Mike's makes London debut. (2:31) Food tech startup Wonder’s IPO. (3:07)       Show Notes Poll: What will happen to Jensen Huang?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.

Nvidia (NVDA) finds itself in a real-life spy drama. (00:13) NASA has big plans for the Moon. (02:31) The nuclear comeback gathered steam Friday. (03:39) Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Monday: NVDA, VIR, and moreSign 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.

Anthropic plows ahead despite the tech selloff. (0:18) October inflation data could strengthen case for another Fed hike. (1:21) Berkshire Hathaway ramps up buybacks. (2:25)    Show NotesJensen Huang had affair with alleged spy - FTDividend 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 Alpha at seekingalpha.com/subscriptions.

Tesla plans to wind down Cybertruck production to expand Cybercab output. (0:18) Anthropic's $1.5T IPO valuation faces growing skepticism. (1:10) Nvidia risks a Cisco-style reckoning. (2:13)    Show NotesJapan enters a bear market    Episode 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.

Markets plunged as investors reacted to uncertainty surrounding AI regulation, earnings, and the broader economic outlook, sending major tech stocks sharply lower. Qualcomm's weakness, Apple's bond offering, and the renewed rally in gold. Show Notes:Investing Lately? It's Tricky! How To Move Past Fear And UncertaintyEpisode 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.

The VIX plunges after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its earnings outlook disappoints. (1:23) Meta warns that data center construction is getting harder. (2:18)    Show NotesOpenAI ditches data center NDAs    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.

Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and SpaceX. ARM, Qualcomm, and other major earnings.Show NotesOil prices slide as Trump plays down prospect of Iran strikes after U.S. election routMusk eyes data centers in orbit, not TexasBlue Wave: What it means for AI, corporate oversight and U.S. fiscal outlookEpisode 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.

Futures erase losses with Dems taking Congress in midterms. (0:16) Texas results raise fresh questions for AI data centers. (2:01) AMD rallies as booming AI chip sales lift its outlook. (3:07)Show NotesGold reclaims $4,000, rates fall on gridlock hopeEpisode 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.

U.S. midterm elections. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD faces high expectations; Shopify's AI-agent concerns and Pfizer's patent expirations weigh on investor sentiment.Episode 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.

Apple forecasts stronger sales, but with pressure on margins. (0:18) Salesforce agrees to acquire voice AI specialist Cresta. (1:37) Disney preps for thousands of job cuts. (2:08)  Show NotesOdds of Democrats sweeping midterms hit 75% on Election DayS&P 500 has an amazing post-midterms track recordEpisode 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.