Wall Street Breakfast

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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Moderna's (MRNA) cancer vaccine clears a hurdle, but the stock hits a wall. (00:13) Tower stocks (CCI) (AMT) soar as investors size up a major opportunity. (01:29) Kohl's (KSS) gets a rare buy rating. (02:25) 

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Friday: SKHY, MRNA, DECK, and more

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Tesla shares slip as analysts clash over its future. (0:14) IBM warns companies are questioning returns on AI spend. (1:17) Anthropic unveils agent Claude Duet. (2:24)     

Show Notes
American Airlines fuel costs soar

Episode transcripts seekingalpha.com/wsb.

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