Wall Street Breakfast

Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle. (02:48) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: PTC, QCOM, and more
Nvidia’s valuation shows AI stocks are far from a bubble, DBS CIO says

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The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00)

Episode transcripts: seekingalpha.com/wsb

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Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) 

Episode transcripts: seekingalpha.com/wsb

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Biggest stock movers Friday: NKE, SYNA, and more
SpaceX launches Crew-13 mission to International Space Station

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Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on OpenAI (2:25) Micron's outstanding numbers (4:55)

Episode transcripts: seekingalpha.com/wsb

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Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) 

Episode transcripts: seekingalpha.com/wsb

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Biggest stock movers Thursday: GOOG, INGN, and more
Trump announces $500 rebates for nearly 1M Obamacare enrollees

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