Wall Street Breakfast

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/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.

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

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.

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

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.

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

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.

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.

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.