Wall Street Breakfast

2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10)

Show Notes
Earnings calendar

Episode transcripts: seekingalpha.com/wsb

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Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going private amid a stock slump. (2:18)    

Show Notes
ETFs that already have Anthropic exposure

Episode transcripts: seekingalpha.com/wsb

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Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00)

Episode transcripts: seekingalpha.com/wsb

Show Notes:
AI Spending Faces Reality Check As Tech Earnings Roll In

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Elon Musk warns hundreds of ‘guppy-level deaths’ amid AI lending crunch. (0:17) SK Hynix plans $12B special dividend. (1:37) Boo! Halloween candy sales fall as high prices squeeze consumers. (2:16)

Episode transcripts: seekingalpha.com/wsb

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What will be the FOMC’s next move? (0:17) Microsoft, Alphabet and Amazon earnings put AI spending under scrutiny. (1:30) JetBlue creditors organize amid rising fuel costs. (3:03)    

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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