Wall Street Breakfast

Board looking at replacements as reports of second affair surface. (0:15) Dan Ives slashes NVDA fair value. (1:42) Elon Musk offers Jensen a landing spot. (2:22)   

Show Notes
 Who’s odds-on to replace Jensen Huang?

Episode transcripts: seekingalpha.com/wsb

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Anthropic's CEO says AI could eliminate major diseases within a decade. (0:14) CoreWeave results boost rival AI cloud stocks. (1:13) Rivian's R2 is MotorTrend's SUV of the Year. (2:03)     

Show Notes
Six Flags insiders buying

Episode transcripts seekingalpha.com/wsb.

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Costco (COST) has a $13.3B surprise for investors. (00:25) CoreWeave (CRWV) just gave Wall Street more to like. (01:19) 7 Brew serves Starbucks (SBUX), Dutch Bros (BROS) a fresh challenge. (02:14) 

Episode transcripts seekingalpha.com/wsb.

Show links:

Are markets open on Veterans Day?
Biggest stock movers Wednesday: CRWV, RGTI, and more

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Anthropic IPO could make history despite lower valuation. (0:14) Hot CPI boosts odds of a bigger December Fed hike. (1:07) Trump says the FBI is investigating Nvidia's CEO. (2:46)

Show Notes 
D-Wave Quantum under pressure post-earnings

Episode transcripts seekingalpha.com/wsb.

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Gamers are ready to play GTA 6 (TTWO). (00:13) Boeing's (BA) latest flight plan includes fewer jobs. (01:34) McDonald's (MCD) and Uber (UBER) expand their partnership. (02:05) 

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Tuesday: RKLB, SANM, and more
Take the poll: What will be the outcome of Nvidia's (NVDA) board probe into Jensen Huang?

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