Wall Street Breakfast

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.

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Biggest stock movers Monday: NVDA, VIR, and more

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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 Notes
Jensen Huang had affair with alleged spy - FT
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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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 Notes
Japan enters a bear market    

Episode transcripts: seekingalpha.com/wsb

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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 Uncertainty

Episode transcripts: seekingalpha.com/wsb

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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 Notes
OpenAI ditches data center NDAs    

Episode transcripts: seekingalpha.com/wsb
 
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