Wall Street Breakfast

Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06)     
 
Show Notes
High growth and cash flow ROI discount stocks

Episode transcripts seekingalpha.com/wsb.

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The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST) sales surge continued in September. (02:44) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: MRVL, APLD, and more

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Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39)     

Show Notes
Dan Ives’ top tech stocks for 2027
Webull’s reported China government ties

Episode transcripts seekingalpha.com/wsb.

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Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ZIM, STZ, and more

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SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)  

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: FRSH, OPCH, CEG and more
Google nears billion-dollar deal for nuclear power from Constellation - Bloomberg

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