Wall Street Breakfast

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 Notes
Odds of Democrats sweeping midterms hit 75% on Election Day
S&P 500 has an amazing post-midterms track record

Episode transcripts: seekingalpha.com/wsb

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Falling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum deal - smart, but weird timing (4:05). Apple and Palantir face critical earnings tests (6:50)

Episode transcripts: seekingalpha.com/wsb

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S&P cuts Meta's outlook over soaring AI spend, low cash flow. (0:17) Binance sees $3.64B flow out as withdrawals resume. (1:23) OpenAI plans to rebrand data centers as ‘AI compute campuses.’ (2:06)  

Episode transcripts: seekingalpha.com/wsb

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Voters head to the polls with odds favoring a Dem sweep. (0:17) Nonfarm payrolls seen up 65K for October. (1:26) Apple, AMD and Palantir earnings test battered tech stocks. (1:59)    

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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Binance reports $6.3B in potential losses from a massive breach. (0:17) Intel plunges as a PC slowdown derails its turnaround. (1:33) Reddit considers mandatory logins as AI search hits traffic. (2:37)

Episode transcripts: seekingalpha.com/wsb
 
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